Whitney

Our name

Whitney

The name of Whitney Management Group is inspired by Mount Whitney, a majestic mountain that has stood the test of time and harsh weather for a long time. It symbolizes that the Group is committed to bringing clients the world's top and unique asset management solutions to ensure the security of clients’ assets!

Our core value

Whitney

Since its establishment in 2018, Whitney has been following three core values:

Protecting the security of clients assets is the first task

Implement a compliant structure to achieve long-term security of client assets

Loyalty to client is our most precious character

We believe that asset safety is the most important thing for every client. Only in the case of asset security, the pursuit of the important goal of wealth appreciation is meaningful.. If assets lack of risk management, any devastating risk will bring irreparable damage, and all wealth growth and returns will become meaningless. The wealth that clients have built hard is like blocks of dominoes. If there is no proper risk control and isolation, a domino effect will be triggered at any time due to the fall of a domino, leading to continuous expansion and serious irreversible losses!

Our service

Service

We mainly develop a series of asset safety management plans for customers through the following specific projects:

Banking Service

Open international or offshore bank accounts for individuals and companies: Provide one-stop service, clients can open offshore accounts or private bank accounts with well-known international banks in compliance ways without going overseas. Bring clients unparalleled high security, high liquidity and convenient bank account services.

Company Service

Establishing local and overseas registered companies: By establishing a registered company that meets international standards, it can make good use of the tax benefits of the registered place, and it also has the advantage of confidentiality to help clients isolate potential risks.

Investment Service

setting up private equity funds and providing fund management services : clients can set up wholly-owned private equity funds or participate in existing private equity funds. The scope of overseas investment of private equity funds includes products in the global financial market, emerging industries, traditional industries and real estate, reduce the risk of disclosing clients' personal information and isolate any unpredictable chain risks.

Corporate Service

Capital Market Operations: help clients applying for company listing on international exchanges, assisting companies in financing before listing, mergers and acquisitions before and after listing, etc., to open a safer market legal environment for clients, and protect corporate autonomy from high fluctuations the risk of policy changes.

Property Service

Looking at mature regions and cities around the world, collecting top property projects and continuous management: Continuously introducing non-residential property projects around the world, such as Hot Spring Hotels, Boutiques Hotels, Senior Living Homes, Service Apartments, etc., to create rare and unique properties in the market for clients The asset portfolio surpasses the general investment method of buying, selling and renting pure residences or shops, and avoids liquidity risks and unpredictable geographical risks caused by a single project in a single market.

Family Office

Establish a family office to assist the family in formulating and implementing a comprehensive inheritance plan: the safety of family assets is the first priority, and three core values of the family business must be established: harmonious co-governance, orderly handover, and efficient management

Life Insurance

International life insurance, providing premium financing services: combining the advantages and flexibility of premium financing with a well-known international insurance company with a long history, giving full play to the unique security functions of insurance, isolating all uncontrollable risks, and bringing real Peace of mind.

Trust Service

Establish a trust plan and continue to be the trust manager and executor of the client: The trust can continue to implement the client's ideals, while isolating unexpected threats and protecting asset safety from being affected./p>

Latest News

U.S. Treasury yields soar, rising energy prices ignite inflation concerns

05-10-2021

The International Monetary Fund expects global economic growth to be less than 6% this year

05-10-2021

Our team

Team

Our management team members come from different financial professional fields and have accumulated more than 50 years of experience, Members include Public Listed companies, Investment Banks, Securities Companies, Funds House, Insurance Companies, Accountants Firms , Family Offices, Trust Companies, Corporate Consultants, etc. Therefore, we can integrate the experience of various professional fields to offer a Tailor-made solutions for client according to the actual needs of clients. It breaks the service method of ordinary wealth management institutions that mainly sales-oriented, and achieves truly client- first and unparalleled provision, provide comparable unique professional advice and services in the market.

Contact us

Contact

Asia Office – Hong Kong

Level 28, The Lee Garden 2, 28 Yun Ping Road,

Causeway Bay, Hong Kong

Telephone

(852) 3746 8077

Asia Office - Taipei

10F., No. 49, Datong St., Banqiao Dist., New Taipei City, Taiwan(R.O.C.)

Telephone

(886) 2254 9966