五岛株式会社，系香港主板上市公司德林控股（01709）日本控股子公司 — 日本德林投资株式会社股东。为高净值个人及家族提供全方位、定制化的综合金融服务，旨在满足其财富管理、传承规划及全球化需求。具体服务内容包括：
- 家族咨询与财富规划
- 基于客户家族结构、资产规模及长期目标，提供定制化的财富管理策略。
- 协助制定家族宪章，明确家族价值观、治理结构及财富传承原则，确保家族财富的永续经营。
- 信托架构设计与实施
- 根据客户需求设计多层次信托架构，包括家族信托、慈善信托及特殊目的信托，以实现资产保护、税务优化及财富传承目标。
- 提供跨境信托解决方案，满足全球化资产配置及风险管理需求。
- 身份规划与国际化布局
- 为客户及其家族成员提供全球身份规划服务，包括第二国籍、永久居留权及税务居民身份优化。
- 结合客户商业及生活需求，制定国际化布局策略，协助其实现全球资产配置及流动性管理。
- 税务咨询与合规管理
- 提供全面的税务规划服务，包括个人所得税、企业税及跨境税务优化，确保客户在合规前提下实现税务效率最大化。
- 协助客户应对复杂的国际税务环境，包括CRS（共同申报准则）及FATCA（外国账户税收合规法案）等合规要求。
- 财富传承与遗产规划
- 设计并实施遗产规划方案，包括遗嘱设立、遗产税优化及继承安排，确保财富顺利传承至下一代。
- 提供家族教育及接班人培养计划，帮助家族后代具备管理财富的能力与责任感。
- 风险管理与资产保护
- 通过保险、信托及法律工具，为客户提供全面的资产保护方案，防范潜在的财务及法律风险。
- 定期评估客户资产组合的风险敞口，并提供动态调整建议。
我们的专业团队由资深的财富管理专家、税务顾问、律师及信托架构师组成，致力于为高净值个人及家族提供高度定制化、隐私性强的综合金融服务，助力其实现财富保值、增值及世代传承的目标。
Financial investment: Gotou Co., Ltd. is a shareholder of Japan Delin Investment Co. Ltd.. a Japanese holding subsidiary of Delin Holdings (01709), a Hong Kong main board listed company.
We provide comprehensive and tailored financial services for high-net-worth individuals and families, aiming to meet their wealth management, succession planning, and global needs. Specific services include:
- Family Advisory and Wealth Planning
- Offer customized wealth management strategies based on the client’s family structure, asset scale, and long-term goals.
- Assist in drafting family constitutions to clarify family values, governance structures, and wealth succession principles, ensuring the sustainable management of family wealth.
- Trust Structure Design and Implementation
- Design multi-layered trust structures, including family trusts, charitable trusts, and special purpose trusts, to achieve asset protection, tax optimization, and wealth succession goals.
- Provide cross-border trust solutions to meet global asset allocation and risk management needs.
- Residency and Citizenship Planning
- Offer global residency and citizenship planning services, including second citizenship, permanent residency, and tax residency optimization for clients and their family members.
- Develop internationalization strategies aligned with clients’ business and lifestyle needs, facilitating global asset allocation and liquidity management.
- Tax Advisory and Compliance Management
- Provide comprehensive tax planning services, including personal income tax, corporate tax, and cross-border tax optimization, ensuring maximum tax efficiency while maintaining compliance.
- Assist clients in navigating complex international tax environments, including compliance with CRS (Common Reporting Standard) and FATCA (Foreign Account Tax Compliance Act).
- Wealth Succession and Estate Planning
- Design and implement estate planning solutions, including wills, estate tax optimization, and inheritance arrangements, ensuring smooth wealth transfer to the next generation.
- Offer family education and succession training programs to equip future generations with the skills and responsibility to manage family wealth.
- Risk Management and Asset Protection
- Provide comprehensive asset protection solutions through insurance, trusts, and legal instruments to mitigate potential financial and legal risks.
- Regularly assess the risk exposure of clients’ asset portfolios and provide dynamic adjustment recommendations.
Our professional team consists of seasoned wealth management experts, tax advisors, lawyers, and trust architects, dedicated to delivering highly customized and confidential financial services to high-net-worth individuals and families, helping them achieve wealth preservation, growth, and intergenerational succession goals
