International Family Office:
Meritigroup Ltd. provides you with an independent, objective, and comprehensive perspective through our international network of financial, accounting, and legal professionals, as well as integrated and customized wealth solutions.Our innovative model of rational, open, and win-win wealth solutions, along with our smart index system, addresses the shortcomings of traditional product-driven and sales-focused wealth management, helping families and businesses achieve enduring financial health!
Integrated Planning
- Ownership structure planning
- Tax planning
- Capital financing planning
- Retirement planning
- Estate planning
- Philanthropic planning
Risk Management
- Risk assessment
- Asset protection
- Insurance planning
- Due diligence on advisors
Smart Index System
- System development
- System customization
- System maintenance
- System training
International Life Insurance
- International insurance tax planning
- Policyholder structure planning
- Review of policy cost and performance
Family Administration
- Coordinating with advisors
- Consolidated wealth reporting
- Review of professional costs