TransGlobal Family Office

Overview

TransGlobal Family Office is a U.S.-based firm specializing in comprehensive wealth management services for ultra-high-net-worth families. Their focus is on facilitating the smooth transfer of wealth across generations while emphasizing the inheritance of family values. The firm offers a range of services, including investment management, estate planning, tax planning, philanthropy, risk management, and governance. Their investment management services encompass global asset allocation, quantitative strategies, option strategies, hedge fund investments, and private equity fund investments. In estate planning, they assist clients in identifying wealth transfer goals, reviewing estate plans, and monitoring execution status. Tax planning services cover cross-border tax planning across the U.S., China, Hong Kong, and Taiwan, addressing the needs of family members with different statuses, such as foreigners, permanent residents, and U.S. citizens. Additionally, they provide support in philanthropy through the establishment of donor-advised funds, family foundations, and charitable trusts. Risk management services include portfolio risk management, life insurance and annuities, property and casualty insurance, and health insurance. Governance services involve facilitating family meetings and succession planning. TransGlobal Family Office's mission is to provide real family office-level premium services for Chinese investors in the United States, helping them transfer wealth and values to the next generation. Their vision is to offer focused and holistic services aligned with clients' values, ensuring the preservation and growth of their wealth and legacy.