Family Office Services
Investment Management
Global asset allocation based on investment strategies tailor-made to clients’ needs. Multiple asset-classes are constructed in an efficient portfolio considering risk return distribution of geography, industry, private and public markets. Measures are also implemented to manage transactional and funding costs as well as tax liabilities to preserve clients’ wealth and strive for healthy long-term growth. We also assist clients in their own investment initiatives, performing due diligence and setting up investment holding structure etc.
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- Understand clients’ value, needs and goals
- Expected return and level of risk tolerance
- Needs for wealth planning, family business governance
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- Develop investment policy and asset allocation strategy
- Proposal on portfolio construction or single investment
- Timely adjustment to changes in market condition
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- Execute the investment plan with discipline
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Investment in best offers among prestigious banking platforms and asset managers
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Take measures to lower trading and funding costs and negotiate better transaction terms
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- On-going monitoring and analysis of investments
- Periodic review of investment performance with clients
- Modify asset allocation and investment plan when needed
Wealth Planning
We integrate vast resources of our experienced team, global financial institutions, excellent local legal and tax advisors to deliver a tailored solution and structure to preserve your wealth and heritage, laying the solid foundation of your Auspice Family Office.
Wealth Information Integration System
This is one of the benefits that our clients value the most. In the process of global asset management and wealth planning, clients frequently engage with various financial and professional services institutions. Regulatory requirements and competitive barriers often hinder seamless communication of clients’ account information among these institutions, leading to inefficiencies in decision-making and execution. Auspice addresses this issue with its experienced team and proprietary information integration system, enabling clients to promptly access information from various sources, make well-informed decisions and prevent oversights.
Sustainability Management
Our services cover not only day-to-day Family Office operations, but more importantly, the Family’s fundamental need: protect legacy and build a promising future, generation after generation…
Cash and Liquidity Management
Family Business Governance and Financing Solution
Global Real Estate Management
Compliance and Risk Management
Family Residence Planning
Estate Planning
Next Generation Education and Career Development
Philanthropy Management