家族財務管理服務 Family Office

美國萬利提供家族基金管理服務以切合擁有富裕家族財產的家庭的特別需要，我們的服務以客戶的整個家庭及其成員的利益為大前提。

優勢：

· 我們的專業團隊擁有多年為富裕家庭理財的經驗，透過我們的理財指導，他們都能夠達成自己的目標。

· 我們以審慎的態度管理客戶的財產使他們能達到自己的目標

· 在資產配置、投資、房地產、證券和保險的領域上，我們都有專業人才，保證能給予客戶全面的意見。

服務：

· 我們的財務顧問會管理其財產及協助解決財務問題

· 定期向客戶匯報有關其所有資產的狀況，客戶可以在享受全面及協調的財產管理的同時減省成本及風險。

· 為家族財產充當決策人，我們高質素及的顧問會以宏觀及多角度的策略來為妳提供家族基金管理服務

The services we provide are devised to meet the particular needs that come with owning substantial family assets. Our number one concern is to act in the interest of your family as a whole and its individual members.

Advantage:

· Our expertise is based on years of experience at the service of wealthy families. Through our guidance, we help them reach their goals, providing all the support they need in terms of wealth management.

· We carefully take their goals into consideration when we manage and coordinate their assets.

· We have specialists in the fields of asset structuring, investments, real estate, securities and insurance. We can guarantee comprehensive advice.

Services:

· We take over their administration and provide them with regular and consolidated reports on the development of their total assets.

· Our trusted advisers are responsible of the management of their assets and financial affairs. 

· We can act as a determining point for your family's wealth management programme in the fullest sense.

· We offer a highly qualified, multi-disciplined team of advisers who will look at the big picture and devise a strategy for managing your family's wealth.