- Product service -
Purpose of the Family Office：
Help the family establish a long-term and lasting investment and operation governance structure to better fulfill the family mission and achieve the family goals.
DC Family Office is a bridge that closely links family members with external service agencies, professionals, social partners and institutions. DC Family Office provides a clear and effective management framework for family investment decisions, construct a framework for family wealth management, including the optimization, processing and execution of taxation and accounting, and ensure the privacy and interests of the family and its members, etc. It is the key to the development and inheritance of the entire family, and is your trusted family financial steward.
Features of DC Family Office：
Client-oriented and service-oriented
Private, professional and exclusive team coverage
Highly customized services
Excellent investment management skills
Centralized risk management framework
Comprehensive post-investment management system
DC Family Fund:
Through the form of discretionary authorization or limited authorization, ultra-high net worth customers entrust the professional management team of DC Wealth to tailor-made exclusive family funds, carry out asset investment and management, organically combine with the EAM model, and the custodian bank is responsible for asset custody and summary records, effectively meet the investment needs of clients and optimize investment returns.
Advantages of DC Family Fund：
Highly consistent with the interests of clients: charge according to the performance of the fund, completely get rid of the commission sharing model of private banks.
Absolutely exclusive: single family holding, highly customizable on demand.
Stronger bargaining power: enjoy the cost of buying and selling by institutional investors, and transaction execution is not limited to private banking.
Better privacy: the KYC process of banks to fund LPs is relatively simple; LP information disclosure is limited and information is confidential
Optimized tax planning: Investing in the form of a fund, the fund manager is responsible for tax declaration, and offshore funds also help investors to achieve tax optimization
Higher investment flexibility: a wider range of investments can be invested in external funds or projects; shares can also be set up specifically to help clients invest in self-selected targets and exempt performance fees
Independent and professional: Partners are not limited to private banks, can obtain a wider range of professional investment advice, and can also make more independent and objective investment decisions
Strong middle and back office support: legal compliance within the group, risk control operations and fund finance, plus external compliance and legal counsel, It brings a strong guarantee to the operation mode of the family fund.