Practice Areas

Wealth Management Introduction

The Daohua Marriage and Family Law Team has been dedicated to major property marriage and family legal matters for ten years, excelling in handling cases involving over 10 million yuan. It is one of the influential brands in [Shenzhen] for marriage inheritance and wealth management legal services.

Adhering to the philosophy of "preventing and controlling family legal risks, empowering family wealth growth, and safeguarding the inheritance of family generations", we have gathered experts from the legal, banking, insurance, and tax industries, with a wealth of successful cases. In partnership with the Daohua Tianyi Family Office, we provide a comprehensive one-stop solution for marriage, family, and wealth inheritance for high-net-worth individuals (including Hong Kong, Macau, and foreign nationals), to achieve the beautiful vision of risk prevention and control, debt isolation, and family wealth inheritance.

Legal Service Content

1. Insurance Planning

[Concept Description]

For families or individuals, it is all about the risks of “birth, old age, illness, death, injury, disability, taxes, debts, and inheritance”. There are many ways to transfer risks, and insurance is one of them. We can transfer the aforementioned risks through critical illness insurance, medical insurance, accident insurance, life insurance, and annuity insurance. So, how do you configure insurance that suits your family or personal needs?

Therefore, the Daohua Marriage and Family Law Firm has specially collaborated with the Daohua Tianyi Family Office to develop a specialized insurance planning service package.

【Service Content】

• Comprehensive review of family or individual basic information
• Lifetime Life Insurance
• Insurance protection, customized financial planning solutions
• Savings Dividend Policy
• International Large-Scale Life Insurance Policies
• Critical Illness Coverage
• Premium Medical Insurance Services

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2. Retirement Planning

[Concept Description]

With the advent of an aging population, elderly care has become a prominent social issue. To ensure that clients will have an independent, dignified, and high-quality life in their later years, the Daohua Family Law and Matrimonial Lawyers Team, in collaboration with the Daohua Tianyi Family Office, leverages its own resources to tailor elderly care plans for clients in need, safeguarding their happy and fulfilling retirement.

【Service Content】

• Home-based Elderly Care Services
• Enjoy premium healthcare services
• Age-appropriate Transformation

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3. Family Trusts and Foundations

[Concept Description]

Family Trusts and Funds are a type of trust institution entrusted by individuals or families to manage and dispose of family assets, aiming to achieve clients' wealth planning and inheritance objectives.

【Service Content】

• Insurance Trust
• Family Trust
• Family Trust
• Family Foundation

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4. Tax Planning

[Concept Description]

High costs associated with family property allocation or inheritance can often be mitigated through the pre-planning and arrangement of business, investment, and financial management activities, aiming to maximize tax benefits through tax planning. The Daohua Family Law and Matrimonial Lawyers Team, in collaboration with the Daohua Tianyi Family Office, provides professional tax planning services in the fields of "law, finance, and tax" to clients.

【Service Content】

• Investment and financing consultation
• Investment and Financing Portfolio Management
• Tax Planning

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5. Division of Family Property

【Concept Description】

According to the current laws of our country, the family property owned by individuals with kinship relationships is generally recognized as being in a state of joint ownership. When family members decide to divide the family estate, a division of property plan can be formulated, implementing a clear division and allocation of rights and responsibilities for the family property, ensuring that each co-owner can obtain their share.

【Service Content】

• Family Property Organization Expert
• Court property ownership due diligence investigation
• Family Member Analysis
• Customized Division of Property and Assets Plan
• Divorce Property Division Agreement Drafting and Notarization
• Divorce Property Division Dispute Mediation and Litigation