All Success Stories > High Net Worth Identity Portfolio Planning

High Net Worth Identity Portfolio Planning

More than just a green card; an ultimate quarantine moat for family wealth and taxation.
(For privacy protection, all cases have been anonymized, and core business data has been desensitized)

Identity PortfolioGlobal Portfolio Planning

Early Web3 Whale: Dubai Golden Visa + Singapore Single Family Office (VCC)

👤 Client Background & Pain Points

Alex T., originally from Eastern Europe, is an early cryptocurrency investor holding a massive amount of Bitcoin. Plagued by his home country's 30% capital gains tax on crypto, he urgently needed to legally liquidate his digital assets and secure his wealth.

💡 Solution Design & Breakthrough

We planned an ultimate zero-tax haven for him. By purchasing a top-tier luxury property in Dubai, he obtained a 10-year Golden Visa, while simultaneously establishing a Single Family Office under a VCC structure in the highly Web3-friendly jurisdiction of Singapore.

🏆 Final Result

All digital assets were smoothly liquidated into fiat currency, perfectly achieving zero capital gains tax withholding, and his entire family enjoys a top-tier tax-free lifestyle in Dubai.

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Identity PortfolioGlobal Portfolio Planning

Pre-IPO Controller in Greater China: HK TTPS + BVI Offshore Trust + Cyprus PR

👤 Client Background & Pain Points

Chairman Li's company was preparing for an IPO in Hong Kong. Facing impending massive wealth realization and global CRS audits, his single nationality could no longer defend against immense tax risks and asset penetration crises.

💡 Solution Design & Breakthrough

We implemented a three-dimensional "down-dimensional strike" strategy for him. Utilized the Top Talent Pass Scheme (TTPS) to rapidly secure Hong Kong identity for ultra-low personal income tax; established a BVI offshore family trust to hold the listed company's equity; and allocated a Cyprus PR as the ultimate European safe haven.

🏆 Final Result

Using the lowest sunk costs, forged an impenetrable firewall for his family's wealth amid the global dragnet of asset transparency.

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