Secondary Markets
Allocation of financial products to realize wealth
Long-term preservation and appreciation of wealth
Family businesses need to cope with the complex challenges that arise in an ever-changing business environment. Everything from market volatility to policy changes can make the sustainability of a family business more difficult. Retaining a sufficiently secure, dividend-paying and liquid allocation portfolio is a stabilizer for the family business and its members to cope with an uncertain future, and can act as a damper to keep the family business building standing in the face of stormy weather.
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We focus on the financial needs of family businesses in their development and inheritance, and through our past experience in serving a large number of family businesses/single family offices/members of family businesses, we have refined the three major solutions for secondary allocation and family businesses. With the methodology and experience gained over 20 years, we are able to realize the diversification goals of our clients through actual cases and performance. Translated with DeepL.com (free version)
