Family Office Orchestrating Multigenerational Success

Leading the Industry: Connecting Ultra-High-Net-Worth Families with Premier Global Asset Allocation.

Family Office Orchestrating Multigenerational Success

Leading the Industry: Connecting Ultra-High-Net-Worth Families with Premier Global Asset Allocation.

Family Office Orchestrating Multigenerational Success

Leading the Industry: Connecting Ultra-High-Net-Worth Families with Premier Global Asset Allocation.

Family Wealth Management

At Harvest Financial Group, we approach all aspects of your financial life with an objective and dedicated mindset.

Harvest Financial Group Family Wealth Management offers a comprehensive platform for wealth management services, covering family governance, education and advancement of future generations, trust and investment structures, asset allocation, insurance, charitable donations, tax planning, regulatory compliance, administrative affairs, accounting statements, and reporting. Our team of professionals includes accountants, private banking advisors, fund managers, lawyers, and tax planners, providing you with a wide range of expertise.

Wealth Manageement Strategy

Three Stages

Holistic Family Analysis

  • Collaborate with your dedicated advisor to assess potential tax and estate planning issues
  • Identify key roles within the family
  • Evaluate overall financial risks

Establishing Family Wealth Management Plan

  • Create a robust framework for family governance
  • Build investment portfolios aligned with family objectives

Efficient Execution

  • Enhance financial literacy and goals among family members
  • Review and adjust existing investment projects and structures
  • Establish/strengthen communication channels

Securing Three Generations of Wealth

In foreign lands, certain families have thrived for centuries, mainly due to their utilization of institutionalized frameworks for wealth transfer.

Family Trust Planning

Family trust planning is a comprehensive approach to transferring family assets to designated individuals at the right time, with clear objectives, and without compromising asset value.

“ Years of investment experience accumulation and comprehensive asset allocation capabilities have equipped the family office with a more professional and independent investment judgment and strategy. Harvest Family Office provides you with abundant family office resources and extensive professional knowledge. ”

Harvest Financial Group

The Industry Leader in Family Office Services.

“ Years of investment experience accumulation and comprehensive asset allocation capabilities have equipped the family office with a more professional and independent investment judgment and strategy. Harvest Family Office provides you with abundant family office resources and extensive professional knowledge. ”

Harvest Financial Group

The Industry Leader in Family Office Services.

 Our services can be divided into six major categories

With over 20 years of experience, our team handles all aspects of your financial life with objectivity and focus.

Comprehensive Family Wealth Management

As a one-stop service for family wealth inheritance, the family office transcends the paradigm of individual or family financial management. Based on the perspective of family’s sustainable operation, its scope of service goes beyond addressing monetary matters and encompasses various aspects of family life and interpersonal relationships. Therefore, its level of involvement in clients’ lives far surpasses that of private banks, making it the true steward of the family. Compared to traditional private banking, which focuses on short-term profitability, the family office, armed with its own financial expertise, plays the role of a “gatekeeper” for wealthy families, serving as a counterpart to institutions such as private banks, investment banks, and hedge funds in the capital market to protect the interests of the family.

From an independent standpoint of both family and business, Harvest Financial integrates the most advanced operational concepts of the financial industry. We bring together top experts from various professional fields such as law, taxation, finance, management, trust, insurance, and education. By incorporating cutting-edge wealth management products and concepts from around the world, we provide a one-stop service for high-net-worth clients in family wealth inheritance, ensuring the smooth sailing of your family’s wealth planning.

Family Trust

Family wealth inheritance has always been a global challenge and a topic of perpetual concern for the affluent. Prominent families such as the Rockefeller and Kennedy families have achieved enduring family wealth through the utilization of family trusts and foundations. One important function of a family trust is to facilitate wealth transfer by entrusting the family enterprise’s equity. By establishing a trust in the name of an individual or family, the objectives of family wealth inheritance, tax avoidance, and children’s education can be achieved. Entrusting the management to a third party helps prevent disputes, misappropriation, extravagance, and risks, providing a robust safeguard. Harvest Financial employs three core pillars: testamentary planning, family trusts, and trust funds, supplemented by standardized contracts and tailored letters of wishes to assist you in passing on the complete family assets to future generations.

Asset Allocation Management

To manage a large-scale family asset that requires sustainable operation, it is crucial not only to have a well-developed asset allocation strategy but also to ensure stable appreciation of the assets. As the investment landscape expands from single-asset to multiple asset types and from domestic markets to international markets, the importance and role of asset allocation management are becoming increasingly evident. Huizhong Financial Group invites top financial professionals from domestic and international markets to implement a scientific and rational asset allocation approach. This ensures the optimal balance between risk and return for family assets, thereby realizing the vision of preserving, growing, and passing on wealth for three generations.

Family Education

Sustainable operation is the ultimate dream of family businesses. Assisting in cultivating the next generation with the abilities to effectively manage family enterprises and providing them with opportunities to learn about business-related matters are crucial tasks for a family office. Elite talents should not only excel academically but also possess a global perspective, an international mindset, exceptional thinking skills, and outstanding leadership abilities.

The Harvest Family Education Office is dedicated to its mission of providing the optimal educational solutions for exceptional families. With a focus on “education planning, career planning, and financial literacy planning,” we offer personalized programs such as exclusive interviews with prestigious schools, interview guidance, overseas study tours, internships with internationally renowned companies, and business travel investigations. We also provide a series of training courses for family wealth managers and family business leaders, extending our expertise to global asset allocation and high-end medical services, aiming to create a cultural ecosystem for the high-end community.

Legal and Tax Advisory

A family office transcends the paradigm of purely individual or family wealth management. It is rooted in the perspective of sustainable family operation, with its service scope encompassing not only financial matters but also various aspects of family life and interpersonal relationships. As a true steward of the family, its involvement in clients’ lives goes far beyond that of a private bank, making it an indispensable guardian of the family. In contrast to traditional private banks that prioritize short-term profits, a family office, equipped with its own financial expertise, plays the role of a guardian for wealthy families, safeguarding their interests as a counterparty to private banks, investment banks, hedge funds, and other institutions in the capital market.

Huizhong Financial Group, from an independent perspective of family and business, combines the most advanced operational concepts from the American financial industry. We gather top experts in fields such as law, taxation, finance, management, trust, insurance, and education, infusing cutting-edge wealth management products and ideas from the leading world. We provide comprehensive one-stop services for high-net-worth clients in family wealth inheritance, ensuring the safe navigation of your family’s wealth planning.

American Lifestyle Concierge

 

”USA All-In-One Solutions“ is a comprehensive expert in all matters related to the United States, with nearly a decade of professional operational experience in American affairs. It is the earliest and largest integrated consulting and service organization in the United States. Through multi-faceted collaboration with “USA All-In-One Solutions”, Harvest Financial possesses unparalleled advantages in areas such as law, regulations, culture, geography, and language services. Prior to entering the United States, we provide consultation, handling, and services for matters such as studying abroad, immigration, giving birth in the US, medical treatment in the US, and high-end tourism. Once you arrive in the United States, we assist with settling in, property acquisition, company establishment, insurance, tax filing, confinement centers, healthcare, translation, and all other aspects of daily life, alleviating all concerns for new immigrants. We are your true one-stop concierge and assistant for all American affairs.

Life Leads Finance. Finance Serves Life.

Harvest Financial Group is committed to make complicated financial concepts easy understanding, make wealth management a more relaxed experience of customers’ life, and lead customers to explore wealth life.