Private wealth management consulting
Constance Hengpu, from a neutral third-party perspective, integrates legal and financial tools to assist high-net-worth families in transforming personal intentions into executable structures, ensuring wealth is not just passed down, but passed down stably and enduringly.
Our services are divided into two main pillars: 1. Estate Succession Planning, focusing on proactive strategies to ensure wealth is passed down through generations in an orderly manner according to the client's wishes. 2. Risk Mitigation and Asset Preservation, emphasizing the establishment of defensive mechanisms to safeguard core family assets from external shocks. These two pillars complement each other, forming a comprehensive wealth protection system.
Our services are divided into two main pillars: 1. Estate Succession Planning, focusing on proactive strategies to ensure wealth is passed down through generations in an orderly manner according to the client's wishes. 2. Risk Mitigation and Asset Preservation, emphasizing the establishment of defensive mechanisms to safeguard core family assets from external shocks. These two pillars complement each other, forming a comprehensive wealth protection system.
Estate Tax Pre-planning
Insurance Protection Diagnosis and Planning
Family Governance and Family Charter
Cross-border asset allocation and management
Family meeting and frequency modulation communication mechanism
Trust structure design
Holding Company and Equity Structure Layout
Separating personal and business risk
Investment advisory
Hengpu assists clients with asset revitalization and overall portfolio planning from a macro perspective. The service focuses on judgment, integration, and recommendations, and does not involve managed accounts or holding assets on behalf of clients.
We believe the core value of investment consulting lies not in recommending individual securities, but in helping clients navigate the complexities of global markets and diverse asset tools, gain a clearer direction, and make allocation decisions that better align with their life stage, risk tolerance, and family needs.
We believe the core value of investment consulting lies not in recommending individual securities, but in helping clients navigate the complexities of global markets and diverse asset tools, gain a clearer direction, and make allocation decisions that better align with their life stage, risk tolerance, and family needs.
Domestic and foreign asset allocation
Asset revitalization planning
Cross-border asset allocation and integration
Digital Asset Integration Consulting
Life and retirement cash flow planning
Corporate and Public Relations Consulting
Hengpu positions itself as a decision-making companion and professional resource editor for business owners and family decision-makers.
These services handle complex decision-making issues that arise from the intersection of cross-enterprise, family, succession, external professional, and relationship coordination.
These services handle complex decision-making issues that arise from the intersection of cross-enterprise, family, succession, external professional, and relationship coordination.
Family business intergenerational communication
Second generation successor, also-ran.
Startup Resource Matching
Overseas second generation returning to Taiwan to take over and accompany
Matching and integration of specialized professional resources
Integrate resources
Constance Hengpu's core value is to establish a collaborative, actionable overall framework by integrating diverse professional resources based on the client's goals, asset structure, and life stage.
When facing complex issues for high-net-worth and ultra-high-net-worth clients, a single advisor or a single professional is often insufficient to address all problems. Hengpu acts as a neutral third party, assisting clients in connecting specialized resources such as legal, tax, trust, insurance, finance, real estate, and cross-border planning. It clearly defines the roles and execution boundaries for each type of resource and coordinates their integration, thereby reducing future execution discrepancies and structural loopholes.
Private Banking and Cross-Border Financial Institutions
Private Banking and Cross-Border Financial Institutions
Domestic and international private banking resource matching, cross-border asset arrangement, overseas asset management, and special financial product matching.
Domestic and overseas trust institutions
Domestic and overseas trust institutions
Cross-border trust structures, succession planning, risk isolation, special asset preservation, multi-generational asset management, and geopolitical risk diversification.
Domestic and international legal and trust advisors
Domestic and international legal and trust advisors
Legal consultation on wills, family charters, voluntary guardianship, cross-border legal opinions, trust planning, and equity arrangements and inheritance.
Domestic and international accounting and tax consulting
Domestic and international accounting and tax consulting
Tax estimation, international tax planning, corporate and individual tax integration, family office accounting, international cash flow compliance.
Real estate and industrial resource allocation
Real estate and industrial resource allocation
Cross-border real estate investment, asset revitalization, office building search, industrial investment evaluation, family real estate transfer.
Healthcare and Health Management
Healthcare and Health Management
Family protection, specific benefit arrangements, insurance protection planning, top-tier health check-ups, overseas medical care, family health management system planning.
Investment and Asset Management
Investment and Asset Management
Family offices, private equity, venture capital funds, and special asset management.
Education and Lifestyle
Education and Lifestyle
Second-generation overseas education, study abroad consultant, investment immigration, cross-border identity planning, high-end tourism, and lifestyle management.
What Hengpu truly offers is never the single resource itself, but rather a Integrated capabilities centered on the client's overall goalsThe value of different professional resources can only be truly realized when they are placed within the correct framework.
What Constance Hengpu does is help clients organize problems in complex situations, prioritize goals, integrate resources, and ensure that every link moves in the same long-term direction.
What Constance Hengpu does is help clients organize problems in complex situations, prioritize goals, integrate resources, and ensure that every link moves in the same long-term direction.
Service process
Step 1
Book a consultation and initial focus session
Book a consultation and initial focus session
Clarify the current situation and core needs
Step 2
In-depth interviews and structural review
In-depth interviews and structural review
Inventory of assets and relationships
Step 3
Proposal and resource matchmaking
Proposal and resource matchmaking
Propose structural recommendations and match experts
Step 4
Execute running support and regular reviews
Execute running support and regular reviews
Long-term companionship and dynamic adjustments