OPTIMAL is a premier institution specializing in tax advisory services.
In a rapidly changing market, we focus on client needs to address current and future challenges, assisting in the development and implementation of comprehensive wealth management strategies.
Service Offerings
Establishment of family mutual funds, family trusts, family charters, and family foundations; consulting assistance for global international private bank accounts (located in jurisdictions such as Hong Kong, Singapore, Switzerland, Luxembourg, Liechtenstein, etc.); consulting on international key personnel insurance solutions; advisory on holding immigration status, local tax matters in relevant countries, and the establishment of international holding structures, along with other related consulting services.
Bespoke Family Wealth Management Advisory
Elite Family Business Advisory Services
Strategic Asset Allocation Advisory for Funds, Securities and Bonds
Premium Family Trust Structuring Advisory
Family Immigration and Naturalization Advisory
Insurance and Risk Management Advisory
Family Succession and Governance Advisory
Elite Family Charter Advisory
Advisory Team
OPTIMAL International Consulting assembles a distinguished team of professionals, including senior private bankers, immigration attorneys, actuaries, financial chartered analysts, tax accountants, trust specialists, and wealth advisors, each with an average of over 18 years of experience.
Our practice is distinguished by its seamless integration of advanced expertise and practical insight, supported by an extensive network of resources. This diverse professional background enables us to provide profound understanding and tailored solutions, meticulously tailored to meet the complex needs and aspirations of our high-net-worth clientele.
