Identity Planning
Identity planning and global immigration strategy help families structure cross-border status in a compliant, safe, and transparent way. Guided by risk control first, documentation first, and transparent communication, Yuno works with attorneys, tax advisors, and investment due-diligence teams to shape the most suitable immigration plan for each family.
- Family goal analysis and needs assessment
- Legal feasibility review and multi-option comparison (EB-5 / E-2 / L-1 / EB-1A / NIW)
- Risk forecasting and investment safety review
- Document structure design and attorney collaboration model
- Tax and status alignment
- Children's education and settlement support
Legal Advisory
Legal advisory is a core foundation service for cross-border families, business owners, high-net-worth individuals, and new immigrants. We integrate U.S.-based attorneys, corporate counsel, immigration compliance specialists, and financial and tax advisors to provide comprehensive legal risk management, compliance review, document review, and business legal support.
- Immigration legal advice and document review
- Business law and compliance management
- Family and succession law (trusts, wills, POA)
- Early-stage legal diagnosis and risk analysis
- Attorney collaboration and cross-field coordination
- Ongoing legal companionship
Wealth Management
Wealth management is one of our core services for cross-border families, high-net-worth business owners, and new immigrants. Combining modern investment theory, multi-asset models, intergenerational financial strategy, and tax-aligned structures, we build family wealth plans that are durable, risk-controlled, and built to carry across generations.
- Family Capital Pool model
- Asset-allocation pyramid (defensive, growth, and venture layers)
- After-tax return optimization (IRA, 401k, Roth, trust structures)
- Multi-asset allocation (equities, bonds, REITs, private equity, real-estate funds)
- Family financial dashboard (real-time asset analytics)
- Intergenerational succession planning
Tax Planning
Tax planning helps cross-border families, new immigrants, high-net-worth individuals, and business owners plan correctly within the complex U.S. tax system, save taxes lawfully, avoid risk, and achieve wealth growth, asset protection, and succession through structured financial design.
- Annual tax planning and strategy design
- Family tax structure design
- Cross-border asset tax coordination (China–US)
- Investment and capital-gains tax optimization
- Business-owner tax strategy (LLC, S-Corp, C-Corp)
- Trust and estate tax design (Living Trust, Irrevocable Trust)
- Real-estate tax planning (depreciation, 1031 exchange)
Education Planning
Education planning is a core service designed for teenage students, cross-border families, and new-immigrant families. We look beyond grades to a student's growth trajectory, capability model, long-term career direction, and the family's overall education resources.
- Long-term admission roadmap (from middle school through university)
- GPA strategy and course-rigor planning (AP / IB / Honors)
- Academic competitiveness system (math olympiad, research, competitions)
- Extracurricular route (clubs, internships, volunteering)
- College major exploration and career positioning
- Standardized test strategy (SAT, ACT, AP)
- Application materials coaching (essays, resume, recommendations)
Career Guidance
Career guidance is a core education module for teenage students, university students, and new-immigrant families. Beyond helping students find jobs, we build long-term career capability, job-search strategy, resume systems, interview skills, and industry perspective.
- Career Direction Mapping
- Skill & Strength Assessment
- Resume & Portfolio Building
- Mock interviews and behavioral-question training
- Industry path planning (Finance / Tech / Healthcare / Design)
- Campus resource utilization (clubs, leadership, internships)
- LinkedIn personal branding
Real Estate Funds
Real-estate funds are a core asset-allocation tool for high-net-worth families, new immigrants, and cross-border asset holders. Combining stable cash flow, inflation resistance, and capital preservation, they are among the most important investment categories in U.S. family wealth management.
- Real-estate share design within family asset allocation
- Screening and due diligence of U.S. real-estate funds
- Fund structure analysis (Equity / Debt / Hybrid)
- Risk-tier assessment (Core, Core+, Value-Add)
- Return models and distribution-cycle analysis
- Tax structure review (K-1, depreciation, cost segregation)
- Cross-border asset alignment (China–US property)
Private Equity
Private-equity investment serves high-net-worth families, entrepreneurs, and cross-border allocators. With high growth potential, capital multiplication, and long-term value accumulation, equity is the key asset class for a family's generational leap in wealth.
- Deal screening and due diligence
- Industry assessment and growth-logic analysis
- Equity structuring
- Sponsor background and risk verification
- Capital management and exit-strategy planning
- Recommended equity share within family assets
- Tax alignment (capital gains + K-1 model)
Settlement Services
Settlement services are a systematic landing program for new-immigrant families, international students, cross-border relocators, and families newly arrived in the U.S. Our goal is not just to help families land — but to help them land steadily.
- Housing (renting / buying / community screening)
- School-district planning and school applications
- Bank accounts and credit-history building
- Healthcare navigation (insurance, family doctor, hospital selection)
- Driver's license, vehicle purchase, and insurance
- ITIN and SSN guidance
- Household setup (broadband, utilities, mobile plans)
- Accompanied landing support
Family Trusts & Succession
Family trusts and succession form our most consequential service system — the one that shapes three generations. U.S. tax law is complex, the estate-tax regime strict, and cross-border reporting demanding; a misstep can cost a family 40%–60% of its wealth in transition.
- Living Trust
- Irrevocable Trust
- Minor Trust for children's education and growth
- Family Foundation and philanthropy planning
- Wills and asset-distribution documents (Will & POA)
- Estate-tax and gift-tax planning
- Overseas assets and cross-border family succession design
