We understand that each client has their own unique financial situation and life goals. Therefore, we tailor your investment portfolio and financial plan to your actual needs.Our investment management team will have an in-depth discussion with you about your risk appetite, return expectations and long-term financial goals and build a diversified investment portfolio for you accordingly. We will cover a variety of assets such as stocks, bonds, real estate, etc. to ensure that your assets achieve the best balance between risk and return. At the same time, we will make dynamic adjustments to the investment portfolio on a regular basis to always ensure that your assets are in the best condition.Our tax experts will tailor a comprehensive tax planning solution for you. We will make full use of various tax preferential policies to reasonably reduce your tax burden and increase your disposable income. We will work closely with you to develop a comprehensive inheritance plan to ensure that your wealth can be successfully passed on to future generations.We also design a comprehensive risk management plan for you. In addition to basic protection such as life insurance and property insurance, we will also tailor other risk management products for you based on your specific needs to minimize various potential risks.If you are interested in engaging in charity, our professional team will provide you with professional guidance and help you formulate a reasonable donation plan that will not only achieve social value but also obtain corresponding tax benefits.As a professional family wealth management company, we insist on being customer-oriented and provide comprehensive and thoughtful services to every high-net-worth customer. We believe that with our rich financial expertise and long-term practical experience, we will be able to help you realize the continuous appreciation of wealth and pass it on from generation to generation.

Real Estate Investment CompanyFounded in 2005 with the vision of unlocking the latent value in properties across the Northeast, Luzern has invested in real estate projects totaling 961,000 sf with a total asset value of approximately $245 million and total equity raised (including joint venture partners’ equity) of approximately $90 million.Luzern has extensive experience and strong relationships - built over decades - across all aspects of the redevelopment process. Ours is a history of successfully acquiring assets, executing development plans, and exiting projects during various real estate markets and economic cycles.

Participate in financial management.Assist CFO in demand analysis and financial planning.Assist in managing the company's finances and ensure the normal operation of the company's finances.