WEALTH MANAGEMENT
MFIM’s Wealth Management practice provides tailored solutions to high-net worth families and individuals. Our independence and international reach allow us to provide our clients with unbiased advice, the best global practices, and a worldwide platform to accomplish their financial and personal objectives.
Our clients benefit from the same entrepreneurial spirit, financial expertise, international relationships, and analytic rigor that drive our corporate advisory services. Through our discretion and commitment, we help our clients create wealth, preserve wealth, and build a legacy from one generation to the next.
ASSET ALLOCATION
Our clients have large, complex, and international wealth structures. At MFIM, we work with our clients to develop the optimal asset allocation based on their unique short-term and long-term objectives, risk profiles, and tax and legal considerations.
FAMILY OFFICES
As a bridge connecting China high net worth families and global asset allocation of resources, MFO tailored the ultra high net worth chinese families for family heritage management system. providing comprehensive solutions integrated global asset allocation, family property protection, family planning platform.
Read more about our dedication to MFO.
TAX & ESTATE PLANNING
Diligent tax planning is one of the most effective tools to preserving wealth. From the tax-optimized structuring of assets, to the migration of a residence or business, to estate planning for the transfer of wealth to the next generation, MFIM offers personalized, informed advice to navigate these intricacies and protect your wealth.
SUCCESSION PLANNING
Our clients’ businesses represent a lifetime of personal endeavor, often across multiple generations. Ensuring the continued success of that business requires careful planning early on. Through our decade’s worth of experience advising businesses on their critical strategic decisions, MFIM understands the complexities of leadership transitions. We help our clients plan for a successful transition by offering objective advice, aligning individual, family and business interests, establishing clear objectives, and handling sensitive issues with the utmost care.
IMMIGRATION
Whether relocating your family, home or business, immigration can afford a wealth of opportunities, from tax optimization, to employment and education opportunities. MFIM draws on our extensive network of legal and other professionals worldwide, as well as our close knowledge of laws and regulations across a diverse range of geographies, to provide clients expert advice and accomplish their objectives.
Read more about our dedication to EB-5.
EDUCATION FUNDING
Planning for a child’s education is one of the most important steps a family can take. At MFIM, we offer our clients financial expertise, innovative thinking, and access to our relationships with financial and educational institutions worldwide, helping our clients to achieve the best education solutions for our clients and their families.
Read more about MFIM & Education.
PHILANTHROPY
We share our client’s passionate drive for making the world a better place, and seek to help build that inspiration into reality. Our philanthropic advisory services include helping clients define philanthropic objectives, develop giving strategies, optimize tax structures, and providing financial, technical and strategic advice throughout the lifecycle of the philanthropy or charitable contributions.
Read more about our dedication to Community Impact.
