Ido-Immigration and Season Capital announce new strategic alliance

香港人移民顧問 與 思辰資本 宣佈達成戰略合作

Hong Kong – May 16, 2022 – Season Capital and Ido-Immigration Consulting announced strategic alliance focusing on overseas investment management and immigration consulting services.  The integration can provide synergy and improve customer experience with full blown service on wealth management and identity planning.

Investors nowadays are most concerned about interest rate hikes under high inflation. Covid has further dampened the outlook of mainland China’s economy. Facing the worst investment environment over the past decade, family wealth management has become more difficult.

Many entrepreneurs and professionals have built up a certain amount of wealth.  Families have their vision across country boundaries and must think globally.  While globalization provides more options for family identity planning, but also brings up various complexity and challenges.

Comprehensive Wealth Planning and Identity Planning

Alan Wong, the founding partner of Season Capital, said: “For high-net-worth clients, identity planning and wealth management are two major considerations for their families. In practice, we realize that the relationship between them is inseparable. To improve the customer experience, it is necessary for us to integrate resources at a higher level.” Identity planning refers to the legal status and settlement of family members, while wealth planning refers to issues such as the choice of jurisdiction, investment structure and asset allocation. These two major plans and layouts will extend and affect all aspects of the future, including: investment management, asset segregation, tax planning, children’s education, wealth inheritance, legal and compliance. The planning and management mentioned above are the services of the family office.

Professional Investment Research and Immigration Service Support

While immigration consultants are handling investor immigration cases for applicants, although they understand immigration regulations and procedures, the vast majority of them do not have legal and professional qualifications to conduct research and risk assessment of these underlying investment projects. Applicants can only rely on their own investment knowledge to make judgement. From applicants’ perspectives, obtaining a legal immigration status is the single most important priority. But under the worst-case scenario, if the investment project fails, they will not only suffer investment losses, but even lose their immigration status altogether.

Through strategic alliance with Ido-Immigration, Season Capital, as a legal and professional financial institution can screen and analyze overseas investor immigration projects for applicants. The team conducts due diligence, assesses risks, and review the investment structure. This investment advisory service provides a stronger confidence and support for applicants who choose an overseas investor immigrant visa.

Serene Chan, the Partner of Ido-Immigration, said: “Some immigration consulting firms in the market may be tempted to recommend some more profitable immigration projects to their applicants. A large volume of project information is presented to applicants for their own decisions. The applicant then takes the entire responsibility on project selection. I believe that our strategic cooperation can better protect the interests of the applicant, so that the applicant can not only obtain the immigration status smoothly, but also have professional investment analysis to assist the applicant to make a more knowledgeable investment decision.”

香港 – 2022年5月16日 – 思辰資本 (Season Capital,“思辰資本”) 與 香港人移民顧問 (Ido-Immigration Consulting,“香港人移民顧問”) 宣佈達成戰略合作,雙方將在海外投資和移民顧問服務上,整合資源優勢,為客戶提供全面的財富規劃和身份規劃服務。

當前投資人最關心的問題,就是在高通脹下,歐美加息預期升溫;在疫情陰霾下,內地經濟下行,投資環境轉弱。面臨近10年以來最艱難的投資環境,家族財富管理的難度加大。

另外,有不少企業家和專業人士,建立了一定的財富,家族的目光亦跨越國界,邁向世界。全球化為家族身份規劃提供了更多選擇,也帶來各種複雜問題和挑戰。

全面的財富規劃及身份規劃

思辰資本負責人黃沛麟表示:「對高淨值客戶來說,身份管理和財富管理,都屬於家族未來的核心規劃。在實踐當中,我們意識到,兩者存在密不可分的關係。為提供更專業的客戶體驗,我們在高層次進行資源整合,是有必要的。」

身份規劃,指的是家族成員的法定身份和落戶等問題;而財富規劃,則是資產的註冊選址、投資結構和配置等問題。這兩大規劃和佈局,將延伸和影響到未來的各方面,包括:投資管理、資產隔離、稅務規劃、子女教育、財富傳承、和監管合規等。

上述的規劃及管理,正是家族辦公室的服務範疇。

專業的投資研究和移民服務支持

市場上的移民顧問公司,為申請人辦理投資移民,儘管了解移民法規和流程,卻沒有合法專業資格,去做移民項目的投資研究和風險評估,申請人只能靠自身投資知識去做出投資選擇。對於申請人而言,取得移民身份是首要考量,但在極端情況下,萬一投資項目失敗,他們非但蒙受投資損失,甚至可以喪失移民資格。

通過戰略合作,思辰資本作為專業合規的投資機構,為香港人移民顧問的移民申請人提供、篩選及分析海外移民投資項目,進行盡職調查,評估風險,搭建合規的投資結構。這項投資顧問服務支持,為選擇海外投資移民簽證的申請人,提供更強有力的信心保障。

香港人移民顧問負責人陳可欣表示:「市面上有一些移民顧問公司,或會傾向選擇一些利潤更高的移民項目推薦給申請人;把海量的項目資料交給移民申請人自行決策,更似是把項目選擇責任直接推給申請人。相信是次戰略合作,應能更全面保障申請人利益,讓申請人不但可以順利取得移民身份,同時亦有專業投資分析,去協助申請人作出更合理的投資選擇。」

關於思辰資本

企業網站:
season-capital.com

As a Hong Kong based professional asset management institution, Season Asset Management Ltd., under the Season Capital group holds the Type 4 (advising on securities) and Type 9 (asset management) license of the Hong Kong Securities Regulatory Commission. Each member of Season management team has more than 10 years of financial industry experience, from world-class fund companies, investment banks and commercial banks.

Season Capital has a global presence and access to high-quality investment opportunities. Taking the United States as an example, the local team of Season Capital constantly searches for potential investment opportunities and builds project reserves. Provide investors with long-term stable returns by acquiring real estate projects over strategic locations and with strong investment value. Being familiar with local regulations, Season Capital design investment structures to reduce financing costs, avoid tax expenses, and maximize investment returns.

思辰資本扎根香港,集團作為一間專業的資產管理機構,旗下的思辰資產管理有限公司持有香港證監會的第四類(就證券提供意見) 和第九類(提供資產管理)牌照。思辰管理團隊成員都擁有超過10年以上的金融行業經驗,來自世界一流的基金公司、投資銀行和商業銀行。

思辰資本佈局全球,獲取優質的投資機會。以美國為例思辰資本在當地的團隊不間斷地搜索具有潛力的投資機會,並建立項目儲備。通過收購地理位置優越,且具有投資價值的房地產項目,為投資者提供長期穩定回報。 思辰資本熟悉當地法規通過結構設計,降低融資成本,規避稅務開支,令投資收益最大化。

 

關於香港人移民顧問  

企業網站:
ido-immigration.com

Ido-Immigration’s professional immigration legal team handles investor immigration, employer sponsorship, skilled immigration, study immigration for applicants to destinations such as Canada, the United States, Australia, New Zealand, Portugal, Ireland, Hong Kong and other countries and regions. Through making an optimized immigration proposal, the applicant can save money and time for the most reliable and secure solution.

Ido-Immigration’s philosophy is to help immigration applicants who want to make a lifetime decision and take the first step towards changes. Since 2018, the company has adopted an electronic application system to simplify the overall immigration application process, where applicants can better understand the progress of application. Applicant’s privacy is taken seriously, while being segregated and protected. The application plan can be adjusted to satisfy the applicant’s ever-changing needs on identity planning.

 

Ido-Immigration的專業移民律師團隊,為申請人辦理投資移民、工作移民、技術移民、讀書移民等,至加拿大、美國、澳洲、紐西蘭、葡萄牙、愛爾蘭、香港等國家地區。尋找最適合移民方法,周詳、可靠、安心、省錢省時間。

 

Ido-Immigration 的公司理念,是去幫助想改變生活、甚至改變命運的移民申請人,踏出改變的第一步。從2018年起,公司採用智能簽證申請系統,簡化了整體移民申請流程,申請人能更好了解個案申請進度。獨立移民申請處理,保障申請人私隱。為滿足申請人身份規劃需求,可靈活轉換和跟進項目。

 

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