Ms. Zhang
Senior Wealth Advisor, Securities Company
"The family office’s expert planning enhanced my global asset allocation, offering thorough risk management and consistent returns. The team provides efficient, attentive service."
Mr. Li
Partner, Tech Startup
"As a partner of a tech startup, the family office provided precise advice on investment integration and intellectual property protection, supporting my business expansion. The advisory team is responsive and highly valuable."
Mr. Liu
CEO, Retail Company
"The family office assisted with family business succession and diversified investments, making the retail business transformation smoother. Their rich experience ensures our wealth and business grow in sync."
Mr. Chen
Director, Industrial Group
"Amid manufacturing fluctuations, the family office’s asset allocation strategy helped us navigate cycles smoothly. Their global perspective is unique, and their service is trustworthy."
All About Us
What Sets Us Apart
We offer innovation solutions of learning
LATEST PROJECTS & EVENTS
Our latest projects and events
US PROPERTY PROJECT WITH MANNA
MINI FAMILY OFFICE PROGRAM
PARENTING PROGRAM
POCKET TRUST
TEAM MEMBERS
Caesa Zhou
Founder / CEO
Cici Zhou
General Office
Jerry Zhou
General Manager Office
Yoyo Li
Investment Consultant
Alin Lin
Investment Consultant
Vivi Xu
Investment Consultant
Andy Wen
General Office
Vincent Lee
FO Advisor
IABFM Pro-Team
Advisors
Explore Our
Latest Events
OUR PARTNERS
We believe every partner is a valuable long-term family member.
OUR SERVICES
01
Global Asset Allocation
Optimizing investment portfolios across international markets to maximize returns and diversify risk.
02
Risk Management
Implementing strategies to mitigate financial, market, and operational risks for wealth preservation.
03
Business Succession Planning
Assisting with the smooth transfer of family businesses or wealth to future generations.
04
Investment Integration
Providing tailored advice for business expansion, including mergers, acquisitions, or strategic investments.
05
Tax and Estate Planning
Structuring efficient tax strategies and inheritance plans to minimize liabilities and ensure wealth preservation.
06
Intellectual Property Protection
Offering guidance on safeguarding intellectual assets, particularly for businesses in innovative sectors.
Your Innovative Wealth Journey
Mini Family Office
Our Mini Family Office service provides a cost-effective solution for managing your family's wealth. Focusing on essential asset and risk management functions, we help you establish your wealth management business with minimal initial investment. Our framework is designed to achieve sustainable double-digit annual returns, so you can confidently grow your family assets for generations to come.
Pocket Trust
Our Pocket Trust service offers a customized approach to global investment. We specialize in helping investors establish offshore trust structures and stock trading accounts that provide greater flexibility and control over their assets. We’ll navigate the intricate world of international markets, ensuring your wealth is safeguarded while maximizing potential returns.
Global Tax Planning
Our Global Tax Planning service is meticulously designed for clients with intricate global income streams. We focus on helping you establish a suitable tax identity while consolidating a cohesive tax plan that safeguards your finances. We strive to position you competitively in the global marketplace so that you can enjoy peace of mind, knowing your taxes are expertly planned and executed.
