Since 2017 · Hong Kong

The Global Wealth
Legitimization Architect

Architect of Global Wealth Legitimization

In an era of full transparency and compliance, wealth security depends on legitimization — not concealment.
We provide ultra-high-net-worth families with integrated institutional services across identity planning, asset structuring, and wealth succession.

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538
Families Served
(2017–2026)
92%
EDD Pass Rate After
Full Architecture Restructuring
20+
Global Countries
& Jurisdictions Covered
43.6%
CA Quant Fund
Historical Annualized Return
4
Licensed Credentials
(Consulting/Trust/MSO/Fintech)
Core Services

Four Core Service Pillars

From identity architecture to asset allocation, from digital assets to wealth succession — a logically coherent, end-to-end solution suite.

01
Identity Planning 3.0
Identity Architecture

Building a complete legal persona operating system with logical coherence, document closure, and behavioral consistency. Beyond traditional immigration — reconstructing your identity logic within the global financial system.

Investment Immigration Talent Visa EDD Compliance Multiple Passports
02
Asset Allocation
Asset Allocation

Anchored by Osaka Japan real estate with a net annualized yield of 7.1%–10.8%, amplified by the dual catalysts of Osaka Expo and the IR Casino 2030. Fully bespoke global asset baskets.

Japan Real Estate Fund Investment ODI/FDI Cross-Border Remittance
03
Digital Assets
Digital Assets

CA Quant Fund: Delta-neutral strategy, 43.6% annualized return, -4.58% max drawdown, Sharpe ratio 2.47. T+5 redemption, USDT-denominated, compliant stablecoin services.

CA Quant Fund USDT/USDC DAT Structure Compliant Stablecoin
04
Wealth Legacy
Wealth Legacy

Multi-generational, purpose-directed succession architecture underpinned by Trust License TC7151. Asset ownership isolation, Cook Islands Family Trust, multi-jurisdictional coordination — a self-perpetuating defensive mechanism.

Family Trust Multi-Gen Succession Asset Isolation Legal Preservation
Global Presence

Global Service Footprint

Covering 20+ jurisdictions across North America, Europe, Asia, and Oceania — delivering multi-jurisdictional coordinated solutions for ultra-high-net-worth families.

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7
North America
North America
USA · St. Kitts · Antigua · Dominica · Grenada · St. Lucia
10
Europe
Europe
UK · Ireland · Portugal · Spain · Italy · Greece · Malta · Hungary · Turkey · Cyprus
5
Asia
Asia
Hong Kong · Japan · Singapore · Thailand · UAE
2
Oceania
Oceania
Australia · Vanuatu
Your · One-Stop · Global Planning · Expert · by Your Side
Case Studies

Client Case Studies (Anonymized)

A decade of service to 538 ultra-high-net-worth families. Below are three representative case studies.

CASE 001 · Cross-Border Legitimization
Mr. W
Manufacturing Entrepreneur · RMB 50M Legacy Wealth
Challenge
Sold Shanghai property for USD 6.9M proceeds. Target: Dubai real estate allocation. Difficulty proving compliant source of funds.
Three-phase solution: Legal document source reconstruction (6 weeks) → CA Fund transaction history injection (16 weeks) → Asset nature compliance redefinition (3 weeks)
EDD cleared in 9 weeks (industry average: 3–6 months)
Awarded Grade-A high-credit client status
Allocated 3 Dubai properties totaling USD 5.1M + Golden Visa
CASE 002 · Account Rescue
Mr. H
Hedge Fund Partner · USD 8M at Swiss Private Bank
Challenge
Swiss private bank issued a 30-day account closure warning; USD 8M assets faced forced liquidation.
Three-step rescue: Emergency lifestyle footprint documentation (48h) → CA Fund dynamic financial activity injection (2 weeks) → Compliance appeal submission (3 weeks)
Closure decision reversed within 42 days
Client rating upgraded to premium tier
Additional USD 5M credit facility granted
CASE 003 · Multi-Gen Succession
Mr. Z
Digital Nomad, Age 26 · USD 3.5M Digital Assets
Challenge
Digital native with USD 3.5M in crypto assets. Required a self-perpetuating defensive mechanism and cross-generational succession architecture.
Three-layer architecture: Cook Islands Family Trust (legal fortress) + Osaka Real Estate Fund 50% (anchor asset) + CAN3 CA Fund 50% (income engine)
Full architecture completed in 7 months
Real estate income covers 180% of living expenses
Digital assets protected via T+5 jurisdictional migration
Credentials

Licenses & Partner Ecosystem

Four regulatory licenses and a premier partner network — providing legal and compliance assurance at every step.

Regulatory Licenses

CON
Strategic Consulting License
MEGA GLOBAL MANAGEMENT & CONSULTING
No. 77257096 · Cross-Border Identity & Asset Architecture
TRU
Trust License
Global Trust Fund
No. TC7151 · Asset Ownership Isolation & Multi-Gen Succession
MSO
Foreign Exchange (MSO) License
Hong Kong Customs & Excise Department
No. 21-11-03075 · ODI/FDI Fund Flows & Cross-Border Remittance
FIN
Hong Kong Fintech License
JS TECH LIMITED
No. 0029/2024 · Administrative Finance Management

Partner Ecosystem

Ernst & Young
Ernst & Young
Big Four Global Audit Firm · Fund Audit & Compliance
Longan Law Firm
Longan Law Firm
30 Years in International Commercial Law · 200+ Cross-Border Cases
Tritium Research
Tritium Research
Crypto Hedge Fund · USD 400M+ AUM · 100+ Projects Served
Barron's
Barron's
Strategic Chinese-Language Media Partner
Fosun Group
Fosun Group
Global Family Consumer Conglomerate · Strategic Partner
GreenCardFund
GreenCardFund
Established US EB-5 Regional Center · USCIS Approved · View Project →
Hansji Corporation
Hansji Corporation
50 Years in Hotel Development & Management · Marriott/Hilton Partner
Private Consultation

Begin Your Global Wealth Architecture Conversation

Confidential · Compliant · Customized

Every family's needs are unique. We offer strictly confidential private consultations, designing bespoke global asset and identity planning solutions tailored to you.

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Global Offices
Hong Kong Chongqing Shenzhen Japan Singapore USA Australia Shanxi Hainan