Charles's Wain Group stands at the forefront of delivering comprehensive wealth and family legacy planning solutions to affluent individuals. Our team comprises seasoned professionals specializing in portfolio bonds, variable universal life, family trust advisory services, keyman insurance, and more. With a wealth of expertise in legacy planning and tax mitigation, we diligently tailor bespoke solutions that align with each client's distinct aspirations and objectives.Benefiting from over two decades of industry experience, we have successfully established and expanded the Family Wealth Office Network, catering to a diverse clientele spanning Asia.北斗星一心學會💫是一家精品家辦業務執行中心，擁有10多年的實戰經驗💪，為亞洲地區高淨值及超高淨值家族提供服務。我們首創的 “家族健康生態構建服務” ，透過從上而下的戰略，為家族掌權者👑和每位家庭成員👪制定具有流動性、長期性和延續性的解決方案。✨家業長青，永續發展✨

離岸理財 優勢盡顯尊貴相傳 量身定造財富傳承是家族延續重要的一環, 成功的財富傳承, 可以激勵子孫向上, 造福後代, 從而確保家族永續成長,基業常青。京華山一財富管理為高資產客戶提供個人獨有的財富傳承計劃, 除致力於客戶資料的保障及增長,更協助客戶傳承財富給後代子孫的過程中, 可以輕鬆自在, 悠閒面對。 讓我們的客戶盡享豐盛生命, 尊貴榮耀。Core Pacific - Yamaichi is an investment banking specialist with deep roots in the Greater China region. Since its inception it has focused on providing a broad range of financial services to the region, including securities and futures brokerage, bonds trading, wealth management, corporate finance, underwriting and placement, financial advisory , and other investment-related professional services.To assist clients combined with your entrepreneurial spirit allows you to work with them to provide ultimate services;To provide professional financial analysis & comprehensive planning strategies to wealthiest clients including risk management and retirement solutions;To analyze investment opportunities & client needs with recommend tailored financial solution/services to clients pre their needs;To market our selected funds, medical protection schemes and investment plan to individual or corporate clients;To develop and maintain close relationship with clients and review their financial portfolios periodically

We specialize in international wealth management. Our focus is to provide financial planning and portfolio management services to our clients. We meet with clients to understand their needs. We discuss, review, and agree with clients what models of financial plans will best serve their requirements. We then select from the global financial market the best available products for the clients. (e.g. Mutual Funds, Premium Financing, Insurance, Portfolio Bond, Equity, Trust and so on) Upon the clients' decision, clients’ accounts are opened in clients' names directly with international financial institutions. Clients’ money never passes through Haitong International Wealth Management and / or Haitong International Consultants.

(Venhouse is one of the Independence financial planning films in Hong Kong)~ Responsible for clients need, provide the suitable financial planning models with independent, fair and objective analysis for client’s background, financial strength, needs, investment objectives and degree of tolerance of risk, in order to satisfy our client’s long term, mid-term and short-term economic objectives.~ Knowledgably on market Premium Financing, Portfolio Bond, Trust, Insurance plans (e.g. Personal Insurance, Commercial Insurance and Employee Benefit), investment linked insurance plans (e.g. assets by regular or lump sum investment in funds, both local and offshore) and mandatory provident fund scheme.