「一個人行得快,但一班人可以行得遠」兄弟班可遇不可求。

Convoy-RED-轉行做保險

「一個人行得快,但一班人可以行得遠」。兄弟班可遇不可求,我是幸運兒。一路上有一班兄弟互相扶持及推動。從2004年入職,由培訓生做起,到現時有超過100人團隊。事業路上實在太多挑戰。一個人走雖然比較自由,但和不同背景的人走在一起,才會有更多的幫助學習,經驗及商量使我們走得更遠更成功。沒有他們,我肯定沒有這一刻。

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理財小知識

家族辦公室的稅務角色

家族辦公室在稅務問題上的角色可能因辦公室提供的具體服務而有所不同。一般來說,家族辦公室可以幫助富裕家庭和個人進行稅務規劃和遵照。這可能包括:

確保遵照不同國家稅法和法規而作出建議
幫助構建家族投資工具,如信託和基金會,以稅務高效的方式
檢查收入和投資組合,以確定稅務高效策略
就各種財務決策的稅務影響給予建議,例如購買或出售房地產或投資某些資產
協助準備和提交稅單
如有必要,代表客戶與稅務機關進行討論和協商
請注意,家族辦公室可能有不同的專長和資源幫助解決稅務問題。在與他們合作之前,最好問一下您正在與之合作的團隊的具體經驗和資格。

The role of a family office in tax issues can vary depending on the specific services offered by the office. In general, a family office can help with tax planning and compliance for wealthy families and individuals. This can include:

Reviewing income and investment portfolios to identify tax-efficient strategies
Advising on the tax implications of various financial decisions, such as buying or selling real estate or investing in certain assets
Assisting with the preparation and filing of tax returns
Representing clients in discussions and negotiations with tax authorities, if necessary
Providing guidance on tax laws and regulations, both domestic and international, to ensure compliance
Helping to structure family investment vehicles, such as trusts and foundations, in a tax-efficient manner.
It’s important to note that family offices may have different specialties and resources to help with tax issues. It’s always a good idea to ask about the specific experience and qualifications of the team you are working with before engaging them.