Identity Planning Whitepaper
Published: January 2024
A comprehensive guide to identity planning and global immigration strategy, analyzing the characteristics, target profiles, application processes, and risk controls of EB-5, E-2, L-1, EB-1A, and NIW — helping families choose the right path.
- Comparative analysis of immigration options
- Building the source-of-funds (SOF) chain
- Risk control and investment due diligence
- Document preparation and attorney collaboration
- Post-approval maintenance
Download → Legal Advisory Whitepaper
Published: March 2024
A detailed introduction to the U.S. legal system covering immigration law, business law, compliance management, and family succession law — helping cross-border families understand the legal environment and build compliant operations.
- Immigration legal framework and application essentials
- Business law and compliance management
- Family and succession law (trusts, wills)
- Legal risk identification and prevention
- Attorney selection and collaboration models
Download → Wealth Management Whitepaper
Published: May 2024
An in-depth look at U.S. family wealth-management strategy: risk-tier management, multi-asset allocation, after-tax return optimization, and intergenerational succession — building a durable family wealth system.
- Family Capital Pool model design
- Asset-allocation pyramid theory
- After-tax return optimization strategies
- Multi-asset allocation plans
- Intergenerational succession planning
Download → Tax Planning Whitepaper
Published: July 2024
A full analysis of the U.S. tax system: annual planning, family tax structures, cross-border asset coordination, investment tax optimization, business-owner strategy, and trust and estate design — saving taxes lawfully and improving after-tax returns.
- Overview of the U.S. tax system
- Income-structure optimization
- Investment tax optimization strategies
- Real-estate tax planning
- Trust and estate-tax planning
Download → Education Planning Whitepaper
Published: September 2024
A systematic introduction to the U.S. education system: long-term admission roadmaps, GPA strategy, course-rigor planning, academic competitiveness, extracurricular routes, major exploration, and standardized-test strategy.
- Overview of the U.S. education system
- GPA strategy and course planning
- Building academic competitiveness
- Extracurricular and competition routes
- College application preparation
Download → Career Guidance Whitepaper
Published: November 2024
A complete introduction to the U.S. workplace: career direction mapping, strength analysis, resume building, interview training, industry paths, campus resources, and internship strategy — building a durable career-capability model.
- Career direction exploration methods
- Resume and portfolio building
- Interview skills and training
- Industry path analysis
- LinkedIn personal branding
Download → Real Estate Fund Allocation Guide
Published: December 2024
An in-depth analysis of the U.S. real-estate fund market: fund structures, risk tiers, return modeling, and tax design — building a resilient real-estate portfolio.
- Real-estate fund market overview
- Fund screening and due diligence
- Underlying-asset analysis
- Return models and distribution cycles
- Tax structure optimization
Download → Private Equity Whitepaper
Published: January 2025
A complete guide to equity-investment strategy: deal screening and due diligence, industry assessment, equity structuring, risk control, and exit planning — building a disciplined equity portfolio.
- Equity market overview
- Six-dimension risk-control system
- Three-layer screening structure
- Industry assessment methods
- Exit-strategy planning
Download → Family Trust & Succession Whitepaper
Published: February 2025
An in-depth exploration of family trust and succession strategy: living trusts, irrevocable trusts, minor trusts, family foundations, estate-tax planning, and generational wealth protection — building a truly safe, sustainable cross-generation protection system.
- Trust types and selection
- Asset-protection system design
- Tax optimization system
- Intergenerational education system
- Family governance system
Download →