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Timeless Family Office Milestones
2024.3.23 Malaysia⎪Opening Ceremony for the New Office
2024.3.20 Taichung Royal NTC Business Center - Establishing Cryptocurrency Trust
2024.3.14 Taichung Royal NTC Business Center - All-round Wealth Management
2024.2.23 Primasia Conference & Business Center - Advantageous Combination of Offshore Trusts and Savings Insurance
2024.2.22 Taichung Royal NTC Business Center - New Opportunities in the Development of Trusts and Virtual Assets
2024.1.25 "Comprehensive Wealth Management - Advantages of Offshore Trusts and Savings Insurance" at Taichung Tango Hotel
2024.1.19 Primasia Conference & Business Center - Advantageous Combination of Offshore Trusts and Savings Insurance
2024.1.11 Primasia Conference & Business Center - New Opportunities in the Development of Trusts and Virtual Assets
2023.12.15 Wealth Navigation: Offshore Trusts, Immigration, and Insurance
2023.12 Relocated the Kuala Lumpur Family Office
2023.11.8 Virtual Asset Trust and Supervision Summit at Taipei International Convention Center
2023.10 Signed a multilateral cooperation agreement with the Malaysian Family Inheritance Association
2023.09 Relocated the Shenzhen Family Office
2023.09.22 Co-organized the Family Succession Summit with the International Chinese Inheritance Association at Regent Taipei Hotel
2023.09 Mr. Liao, a partner in the office, wrote professional reviews monthly in the largest family office magazine in the Greater Bay Area, "Family Office 家辦," starting from September 2023
2023.08 Signed a multilateral cooperation agreement with the Greater Bay Area Family Office Association
2023.7.15 Certified Family Wealth Inheritance Planner (CFWIP) Course - Eleventh Batch
2023.5.18 "All-In-One Account Opens Your New Vision - Key to Wealth Protection" at Silks Place Tainan
2023.5.17 "All-In-One Account Opens Your New Vision - Key to Wealth Protection" at Taichung Tango Hotel
2023.5.17 Family Succession Summit at Wyndham Grand Shenzhen
2023.3.24-25 Certified Family Wealth Inheritance Planner (CFWIP) Course - Tenth Batch
2023.3.16 "Wealthy Era" All-In-One Account Opens New Horizons at Silks Place Tainan
2023.3.15 Tango Hotel Taichung - "Prosperous Era" All-in-One Account Opens New Perspectives
2023.2.9 "Anti-Globalization Wave Sweeps, Wealth Protection Becomes Key" at Taichung Tango Hotel
2022.9.23-24 Certified Family Wealth Inheritance Planner (CFWIP) Course - Ninth Batch
2022.6.24-25 Certified Family Wealth Inheritance Planner (CFWIP) Course - Eighth Batch
2022.5.26 "Inheritance in the Middle, Continue Forever" at Mandarin Oriental, Taipei
2022.3.18-19 Certified Family Wealth Inheritance Planner (CFWIP) Course - Seventh Batch
2022.1.27 Family Succession Practical Case Analysis at Taichung Tango Hotel
2021.11.26-27 Certified Family Wealth Inheritance Planner (CFWIP) Course - Sixth Batch
2021.11.24 Family Succession Development & Business Opportunities Seminar at The Lin Hotel, Taichung
2021.7 Established Accounting Firm in Taiwan
2021.3.27-28 Certified Family Wealth Inheritance Planner (CFWIP) Course - Fifth Batch (ICIA)
2021.1.17 Tango Hotel Taichung Seminar
2021.1.7 Family Wealth Management Event at The Lin Hotel, Taichung
2020.12.11-12 Certified Family Wealth Inheritance Planner (CFWIP) Course - Fourth Batch (ICIA)
2020.11 Established Trust Administrative Operations Center in Geneva, Switzerland
2020.10.23-24 Certified Family Wealth Inheritance Planner (CFWIP) Course - Third Batch (ICIA)
2020.9.11-12 Certified Family Wealth Inheritance Planner (CFWIP) Course - Second Batch (ICIA)
2020.09 Collaborated with the International Chinese Inheritance Association to publish the "Inheritance" quarterly, distributed for free in China, Malaysia, and Taiwan
2020.07.24-25 Certified Family Wealth Inheritance Planner (CFWIP) Course - First Batch (ICIA)
2020.06.06 Mandarin Oriental Taipei - Grand Event
2020.06 Established Trust and Asset Management Administrative Operations Center in Singapore
2020.05 Established Family Office in Kuala Lumpur
2020.03 Formally signed a tripartite cooperation agreement with the International Chinese Inheritance Association (Taiwan) and the American Family Inheritance Planning Association, jointly organizing the Certified Family Wealth Inheritance Planner (CFWIP) Course
2020.02 Established Trust Administrative Operations Center in the British Virgin Islands
2019.09 Established Family Office in Taipei
2019.06 Established Family Office in Shenzhen
2018.11 Organized Family Succession Summit at Garden Hotel, Guangzhou
2018.03 Hosted the first Family Succession Summit at Shangri-La Hotel, Hong Kong
2017.08 Established Asset Management Administrative Operations Center in Hong Kong
Shenzhen
Unit 1001C, Building 2, Excellence Meilin Center Plaza (North), No. 128 Zhongkang Road, Meilin Street, Futian District
Kuala Lumpur
37-3A & 37-05 Menara The Stride Bukit Bintang City Centre No. 2, Jalan Hang Tuah 55100
TAIPEI
15F-2, No.156 56, 5ec 3. Minsheng E. Rd..Songshan Dist
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