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聯絡

Professionalism • Integrity • Legacy
Tailored Wealth Management Solutions.

Schedule of Professional Service Fees

OUR PROCESS

1

Interview

Gain a deeper understanding of your current asset situation and family expectations.

2

Diagnosis

We will compile your needs and confirm the direction and priorities with you.

3

Planning

Tailor-made for you
Exclusive configuration and suggestions

4

Implement

Collaborate with a professional team to gradually implement the plan.

5

Track

Regularly review results; accompany the family's continued legacy.

Legal, Tax & Land Consultant

(Legal / Tax / Land Experts)

Individual Consultation

NTD$

2,500-3,500

< Hourly Rate: 30-min units 2nd hr >

First Hour Free
  • First Hour: Needs assessment & scoping.
  • 2nd Hour+: Rates adjusted by case complexity.
  • Note: Subject to final contract.

Corporate Consultation

NTD$

10,000-20,000

< Hourly Rate: 30-min start 2nd hr >

First Hour Free
  • First Hour: Initial interview & needs assessment.
  • 2nd Hour+: Complex issues (Company Law, Tax, Equity, etc.).
  • Note: Suggested rates only; subject to final contract.

Accounting & Financial Analysis

(CPA / Financial Analyst)

Individual Consultation

NTD$

4,000-6,000

< Hourly Rate: 30-min start 2nd hr >

First Hour Free
  • First Hour: Needs assessment & scoping.
  • Thereafter: Rates adjusted by case complexity.
  • Note: Subject to final contract.

Corporate Consultation

NTD$

15,000-25,000

< Hourly Rate: 30-min start 2nd hr >

First Hour Free
  • First Hour: Initial interview & needs assessment.
  • 2nd Hour+: Complex issues (Company Law, Tax, Equity, etc.).
  • Note: Suggested rates only; subject to final contract.

Holistic Wealth Planning Service

First-Year Service Fee
(Annual Retainer)

2.5 - 3.0%

< of Total Assets Managed (AUM) >

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  • Initial Phase: High-complexity work (Comprehensive Diagnosis & Structural Design).
  • Disclaimer: Suggested rates only; final fees subject to contract.

Annual Management Fee
(Effective from Year 2)

0.3 - 0.8%

< of Total Assets Managed (AUM) >

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  • Scope: Daily management, annual review, risk monitoring, and professional coordination.
  • Note: Suggested rates only; final fees subject to contract.