财富"四部曲"
财富 -积累
建立商业帝国和积累家族财富的历程
财富 -增值
通过资产配置和全球投资来增加财富的历程
财富 -保全
通过税收筹划和架构建设来保存及保护企业和财富的历程
财富 -传承
通过家族治理和人才管理将企业和财富传承给二代的历程，以及将部分财富捐赠给具有社会责任的慈善机构
财富传承与规划'5E'的信念
赋能AEPP® 持证人以丰富的财富规划知识以及相关工具
赋能AEPP® 持证人将知识体系和核心能力应用于现实世界
赋能AEPP® 持证人积极参与专业团队合作，提供财富规划解决方案
赋能AEPP® 持证人通过亲身实践，熟悉实操业务
赋能AEPP® 持证人向其客户延伸和增强影响力
合作机构
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We help entrepreneurs get ready to raise capital. Please note that we cannot help our clients raise capital. This usually consists of some or all of our services. This is a service that is heavily regulated.
We help entrepreneurs get ready to raise capital. Please note that we cannot help our clients raise capital. This usually consists of some or all of our services. This is a service that is heavily regulated.
We help entrepreneurs get ready to raise capital. Please note that we cannot help our clients raise capital. This usually consists of some or all of our services. This is a service that is heavily regulated.
More than 25 Years
of Experience
321 projects
complited
27 workers
employed
19 awards
wining
280 satisfied
customers
Featured Works
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Testimonials
Looking cautiously round, to ascertain that they were not overheard, the two hags cowered nearer to the fire, and chuckled heartily.
"When you are in the financial industry you know the image you have to project to people. You have to be agile and authoritative; Consulting WP is the way to go for financial institutions."
Amanda Seyfried
The demands for financial institutions have changed a bit. Obfuscation is no longer accepted, which is why this Business WordPress Theme is so perfect.
Debbie Kübel-Sorger
"When you are in the financial industry you know the image you have to project to people. You have to be agile and authoritative; Consulting WP is the way to go for financial institutions"
Donald Simpson
“When you are in the financial industry you know the image you have to project to people. You have to be agile and authoritative; Consulting WP is the way to go for financial institutions.”
Cintia Le Corre
Consulting WordPress Theme is the way to go for financial institutions. We take pride in being a transparent and perfection oriented organization.
Christian Marcil
“When you are in the financial industry you know the image you have to project to people. You have to be agile and authoritative; Consulting WP is the way to go for financial institutions.”