Family Wealth_Dao Hua Marriage and Family Law Team

首页 > Family Office > Business Scope > Family Wealth

Family Wealth

PROSPERITY

Dao Hua Tianyi Family Office is proficient in the comprehensive application of legal, tax, and financial tools to provide advanced planning and arrangement for clients, effectively realizing the preservation and appreciation of family wealth. It assists clients and families in achieving rapid development and transformation, enhancing their social influence.

Project Services
Project Content
Insurance planning
Whole Life InsuranceAnnuity insuranceMajor illness insurancePension insuranceHigh-end medical insurance
Family Trust and Foundation
Insurance TrustFamily TrustFamily TrustFamily Foundation Fund
Asset allocation
Asset allocation consultationAsset allocation plan customization
Tax planning
Overseas and domestic tax consultingDomestic and international tax planning
Private wealth advisor
Wealth Management Customized Services

Representative Case

Family Trust: Strategically set up a trust to hold properties for Shenzhen's rental customers, tax planning to reduce costs, ensuring the longevity of the family business.
Family Trust: Skillfully designed reserved investment right trust structure, meets independent investment, asset segregation, and safeguards professional investors.
Insurance + Trust: Configure high-value annuity insurance for the first generation of wealthy grandmothers to meet the quality of life in old age; and establish a single insurance trust of 375 million yuan, effectively preventing the son from squandering property, while achieving precise, controllable, and efficient inheritance in the future.
Comprehensive investment and financing: Facilitating the acquisition of equity in domestic high-tech enterprises by overseas technology companies, realizing the client's investment plan of 50 million yuan.
Comprehensive investment and financing: Daohua Lawyers facilitated a 1.2 billion yuan financing for the Liuxian Cave Headquarter Base Project and acquired a 20% equity stake in Vanke Cloud City.
Comprehensive investment and financing: Daohua Lawyers are responsible for the old town renovation project in Laoxu Town, with a total investment of 1.2 billion yuan and a sales amount of up to 2.1 billion yuan.