Asset allocation necessity

Chinese households often have a single asset structure and lack hedging tools to deal with policy risks, liquidity risks and exchange rate risks
Most households are over-allocated with real estate, and a large amount of assets are invested in real estate, resulting in a lack of liquidity in assets
Uncertainty in property tax and inheritance tax will significantly increase asset holding costs and inheritance costs
The mix of corporate assets and household assets brings potential tax risks

Infinity Services

Non-U.S. residents' asset allocation in the United States: funds, stocks, fixed income, alternative investments, real estate investments, and large life insurance.

Former individuals and companies immigrating to the United States Asset adjustment and configuration.

Tax planning, asset protection, and heritage transfer strategies for non-US residents of US assets.

Children's American education planning, university application and bursary application strategies.

The establishment of non-US residents in American companies, financial audits, and tax planning. American company employee benefits, retirement plans, and sustainable business strategies.

Chinese company U.S. listed IPO, overseas acquisitions, and mergers and acquisitions of U.S. companies.

Establishment and maintenance of family trusts.

Asset allocation necessity

Chinese households often have a single asset structure and lack hedging tools to deal with policy risks, liquidity risks and exchange rate risks
Most households are over-allocated with real estate, and a large amount of assets are invested in real estate, resulting in a lack of liquidity in assets
Uncertainty in property tax and inheritance tax will significantly increase asset holding costs and inheritance costs
The mix of corporate assets and household assets brings potential tax risks

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