USIM

Family Office

Philosophy and Mission


Manage family wealth and capital with a long-term perspective, balancing risks and opportunities. Build a trusted governance mechanism based on professionalism, transparency, and compliance. Enhance financial security and growth for family members through intelligent asset allocation, cross-border investments, and synergistic philanthropy.


Vision

To become a leading family office ecosystem in the Asia-Pacific region, leveraging systematic governance, professional services, and strategic partner networks to connect global resources with emerging markets. Our goal is to achieve sustainable wealth appreciation and maximize social impact for families.

Core Values and Service Positioning


  Wealth and Risk Management

  • Strategic family asset allocation, tax and legal compliance, and robust risk control frameworks. 

  Family Governance and Education

  • Development of family charters, governance protocols, intergenerational education, and wealth succession programs. 


  Business and Investment Synergy

  • Cross-border investment opportunities, venture capital, private equity, and business unit mergers and integrations.


Expansion Strategy

Focus on Asia and the Greater Bay Area (GBA)

Strategic Positioning

Centered on the Asian market, with a particular focus on the Greater Bay Area (GBA), including the Pearl River Delta, Guangzhou, Shenzhen, Hong Kong, and Macau, with gradual expansion into ASEAN and Central Asia. 


Short-Term (1–2 Years) 

Establish localized teams and compliance frameworks. Pilot operations in the GBA and surrounding markets, completing the recruitment of core partners and initial investment/governance programs. 


Mid-Term (3–5 Years) 

Expand the core partner network and diversify asset and service portfolios. Develop and execute long-term plans for cross-border investments and impactful philanthropy projects. 


Long-Term (5+ Years) 

Position the family office as a regional hub for the family office ecosystem in Asia, setting a benchmark for cross-border asset allocation and intergenerational succession, with continued expansion into emerging markets.

Partnership Models

  • Flexible Contracts: A collaborative approach based on shared performance and risk principles.


  • Integrated Service Model: Providing comprehensive solutions through a "one-stop" or "multi-expert collaboration" framework.


  • Co-Investment and Resource Sharing: Exploring joint investments and project collaborations while adhering to risk management protocols.


  • Collaborative Governance and Education Initiatives: Jointly developing family governance structures, educational programs, and social impact initiatives.