稅務規劃是一種專業服務，旨在幫助客戶有效地管理其稅務負擔，以最大限度地減少稅務負擔。它包括分析客戶的稅務狀況，並提出合理的稅務規劃建議，以減少客戶的稅務負擔。
Tax planning is the analysis of a financial situation or plan from a tax perspective. It involves using tax laws and other regulations to reduce the amount of tax one pays. It can involve arranging one’s financial affairs to minimize the amount of tax liability.
高净值客戶 (HNWI) 是指擁有大量資產或高收入的人。這個術語通常在金融服務行業中使用，描述净值至少為100萬美元的人。這些人通常有更複雜的財務需求，可能需要專門的投資建議和金融產品。
A high net worth individual (HNWI) is a person who has a significant amount of assets or a high income. The term is often used in the financial services industry to describe a person who has a net worth of at least $1 million, although the threshold can vary depending on the context. These individuals typically have more complex financial needs and may require specialized investment advice and financial products. Ultra high net worth individuals (UHNWIs) are those with a net worth of $30 million or more. These individuals often have complex financial needs and require specialized investment advice and financial products. They may also have a significant impact on the economy and may be major players in the business and finance world. The term “ultra high net worth” is also used in the context of wealth management and private banking, to refer to individuals with a net worth at or above a certain threshold, which can vary depending on the institution or context.
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