Family Office and Discretionary Trust Business Introduction
Gopher Family Wealth Management Center is dedicated to serving Gopher and Noah’s ultra-high net-worth families and discretionary trusts, through fully-diversified allocation funds and customized VIP fund investment services focusing on scarce resources. We are fully integrated into Gopher Asset’s various asset classes and investment services, providing our customers with all-weather and private family asset management services to build value on existing financial capital and preserve family wealth and intellectual capital.
Discretionary trust, complete peace of mind,fully opened door to the family trust inheritance
Gopher Family Wealth Management Center provide "discretionary trust" services, consulting solutions and a professional investment team to bring customers peace of mind to avoid the inconveniences associated to managing family finances.
Through robust consulting services, personally customized asset allocation and value-added service solutions, thorough due diligence risk committee authorization, we strive to protect and grow the wealth of our family office clients.
|Asset allocation and matching customer needs
|Relatively standardized products
|Reflect customers’ personal financial needs
|Priority investment opportunities
|Product level subscription fee
|Has a fee
|No fee on the individual product level
|Personalized Investment Reporting
|Alignment of interest
|Not completely aligned
|Measurable portfolio risk
|Hard to judge
|Easier to judge
▪ Fill in term sheet
▪ Risk assessment
▪ ssued asset allocation based on
contract negotiationsFull Advisory Committee
▪ Signing a contract
▪ Establish exclusive family officeContract Process