|Location: Home – Family Office – Integrated Solution|
Meritiglobal Limited, incorporated in Hong Kong, is a globalized Multi-Family Office who provides long-term and comprehensive wealth solutions to successful families. We act as the family CFO for our clients, coordinating and managing the complexities of the family wealth, businesses and broader family affairs.
Our Integrated Solutions:
An integrated plan for your family's complete financial affairs, including tax, investment, insurance, retirement, succession, and philanthropic planning;
A comprehensive risk management approach, to ensure that your family and wealth are well protected;
Initial selection and constant monitoring of asset managers from third parties, both banks and independent managers;
Increase in performance and efficiency, not only by continual control of the asset managers but also by fair, flexible and independent advice;
Time saving and complexity management, by having a family office act as the quarterback to coordinate and oversee all the components of your integrated financial affairs;
Coordination of your professional advisors - including accountants, investment and insurance advisors, and lawyers - to ensure that your family's objectives are met and nothing falls through the cracks.