High-net-worth client always encounters processing accounting files and as well tax issue is a constant headache to them. We can process on our client’s side as a steward.
We handle client’s bank account, securities account, insurance policy, outsourcing party management and bill payment. An integrated account report is provided to client periodically for his review on various assets status.
Client receives analysis on tax based on his fortunes structure, income and expense type, career and life arrangement. Tax avoidance and/or tax deduction is achieved through financial arrangement (for example, tax heaven registration and offshore trust).
We prepare tax documents and implement tax payment and/or refunds. Tax documents are automatically integrated into immigration file and trust arrangement in cooperation with client’s attorney if necessary.