财富管理

Wealth Management

Wealth that survives generations and cycles.

我们解决什么

What We Address

  • Single-jurisdiction concentration risk
  • Absence of a trust or holding vehicle designed for 30+ year horizons
  • Wealth fragmented across brokerages, banks, and entities without a unified view

我们的方法

Our Approach

  1. 01

    Mapping

    One-time global view of assets and liabilities

  2. 02

    Structuring

    Trust / holding company / family charter — designed to match

  3. 03

    Allocation

    Strategic cross-asset allocation (not rebalancing advice)

  4. 04

    Transmission

    Generational education and governance mechanism

交付物

Deliverables

  • Unified Balance Sheet (encrypted delivery)
  • Trust / Holding Structure Design
  • Family Governance Charter (draft)
  • Annual Wealth Review

谁适合

For Whom

  • Net worth over RMB 30M
  • Two or more family generations
  • Assets across two or more jurisdictions

免责声明

Disclaimer

UEIC Wealth Management does not custody assets, give trade advice, or sell financial products. We provide structure — not products.

If the structure aligns with your thesis,

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