Financial diagnosis for high-net-worth individuals and families.
We create a clear picture of your financial architecture before major tax, residency, liquidity or family governance decisions are made.
What we review
Evidence before planning.
A financial diagnosis is a structured review of the facts that determine planning quality: asset ownership, liabilities, entity structures, residency ties, reporting obligations, liquidity needs, family objectives and advisor dependencies.
- Personal and family balance sheet visibility across jurisdictions.
- Tax exposure, residency, substance and reporting obligation review.
- Liquidity, succession and capital deployment priorities.
- Risk map for unclear ownership, documentation or advisor gaps.
- Decision memo summarizing planning alternatives and next steps.
Best suited for: relocation planning, business sale preparation, inheritance or succession planning, family office setup, cross-border asset consolidation and tax exposure review.
Contact
Discuss a private wealth diagnosis.
Tell us the decision or exposure you are evaluating, and we will suggest the appropriate diagnostic scope.
Email: caoxuejiao@jinxinhengyue.cn
zhangyao@jinxinhengyue.cn
Mobile: 18501023306 / 13426089344