Wealth and Risk Management Services

Introduction

Creating and growing wealth for an individual, family or clan is the fundamental motivation and goal of innovation and entrepreneurship which in themselves are high-risk economic activities. Hence it is of primal importance for innovative enterprises and entrepreneurs to engage professional team of experts to effectively manage the wealth and its related risks which are the primary factors affecting the success or failure of the business and its intergenerational handovers.

CID employs modern economic and management theories and methods in its long-term research on patterns and laws of entrepreneurial wealth growth and risk emergence. Based on its experience on management of large quantity of cases, CID is able to provide high-quality wealth and risk management services using a total chain of experts and professionals.

WEALTH MANANGEMENT. This is designed for high-net-worth entrepreneurs with a clear understanding of asset profile. The services are provided in a comprehensive, complemental, and targeted manner to meet the financing needs and to achieve risk reduction, wealth preservation, appreciation and transference. Revolving around asset management, allocation and coordination, the range of CID services covers cash flow management, debt management, insurance planning, portfolio management, legal advice, relocation and real estate services, taxation and retirement planning, family trust and estates management.

RISK MANAGEMENT. To meet entrepreneurs’ actual needs, CID experts use three major Operation Research and Management Science professional tools, namely decision-making theory, risk financing and risk control, to predict possible unexpected losses in a scientific way, and to analyze using various methods. Dedicated qualified professionals assist asset owners in formulating and implementing processes that minimize the chance of loss, or financial impact of such loss, to address the possible risks, including aspects such as risk avoidance, risk reduction, risk retention and risk transfer. In this connection, the planning and implementation of effective insurance strategy is a major means of risk deflection.

CID Wealth and Risk Management Center (CWR) provides tailor-made planning, establishment and comprehensive operation supports of Family Office to entrepreneurs, with customized services including cash flow management, insurance planning, investment portfolio management, taxation and retirement planning, family trust and estates management.