Private Wealth · Est. 2022 · Taipei
Structure first.
Liquidity as moat.
Succession is the end game.
Private Wealth Advisor × Asset Architect
Designed for families with net assets above NTD 100M.
Backed by a premier team of lawyers, accountants, tax specialists and private bankers.
4+
Years HNW Advisory
3
Financial Systems
USD 3M+
Minimum Net Worth
Services
Three problems
we solve.
Structure is the starting point, not the destination. Real wealth management means building the moat before the problem arrives.
01 / Succession
"My father passed away — we didn't know his assets were spread across three countries."
Trust & Succession Planning
Testamentary trusts, family holding structures, intergenerational transfer frameworks. Design the path before the crisis arrives — because by the time it does, it's already too late.
02 / Structure
"The company is profitable, but I don't know where to safely put the money."
Holding Structure & Asset Protection
Offshore holding, BVI structures, credit facility planning. Placing assets correctly isn't just about diversification — it's a holistic design aligned with your business lifecycle.
03 / Tax
"We're planning to emigrate, but we don't know how to handle taxes before and after."
Cross-Border Tax Optimisation
Immigration tax planning, Controlled Foreign Corporations, overseas income reporting. Dig the moat before you cross the border — or you'll only discover the gaps after you've left.
Service Territory
Four jurisdictions.
One integrated framework.
From Taipei to BVI, Hong Kong, and Singapore — cross-border wealth architecture isn't just about moving money offshore. It's about designing optimal tax, protection, and control structures at every node.
TW
Taiwan
- Family Wealth Planning
- Trust Advisory
- HNW Client Onboarding
- Private Banking Integration
HK
Hong Kong
- Offshore Account Setup
- Private Banking
- Investment Allocation
- Treasury Planning
BVI
British Virgin Islands
- BVI Incorporation
- Holding Structure Design
- Asset Segregation
- Equity Planning
SG
Singapore
- VCC Family Office
- 13O / 13U Tax Incentives
- SEA Investment Access
- Immigration Tax Planning
Why Alfred
I never work
alone.
Behind every engagement is Taiwan's finest network of private asset professionals — top lawyers, accountants, tax planners, and private bankers.
Every case is a multi-system solution spanning banking, securities, and insurance. We don't just solve today's problem — we design structures that hold up ten years from now.
Harborizon · Private Wealth
A conversation,
not a pitch.
No products to sell. Just structure to design.
For the right family, tailored to your situation.
An advisor will reach out within 3 business days · Strictly confidential