专业财富传承规划与管理

高净值家族的财务顾问首选

五星好评，客户信任

咨询

★★★★★

关于我们

Potent Capital Ventures Limited 是您专业的财务规划顾问，致力于为高净值个人及家族提供传承规划与资产管理服务。立足香港为大中华地区家族或高净值个人提供传承规划，确保家族价值、文化和智慧得以延展 。我们的合资格家族传承规划师为家族提供各种建议，建立稳固与和谐的跨世代关係，订立持久的传承计划。我们致力提供一系列完备的家族业务传承服务。我们的合资格家族传承规划师具备丰富的传承规划知识和专长。他们接受定期的专业培训，维持最徍能力水准和最高的诚信标准，量身打造能满足客户独特需要的家族传承计划。

我们拥有投资产品渠道丰富的专业特许金融分析师 (Chartered Financial Analyst) 帮助您制定个人及家庭财务策划，从而获得更大的财务保障。帮助您评估您的情况，从财富结构 (Wealth Structuring) 到财务策划 (Financial Planning)，并检查您的现有计划是否符合您的目标 - 提供涵盖财富结构，税务和法律谘询的完整解决方案。

充分利用香港的亚洲金融中心优势， 整合优质的国际化资源，为中国高淨值家庭提供最佳的资产管理服务， 实现家族财富的保值增值，值得信赖。面对中国高淨值人群，香港的综合优势包括：1）货币稳定与美元挂钩、2）离岸金融，成为世界最大私人财富中心、3）严格的法规、监管环境、4）不受外汇管理，资金自由流通、5）合理规划税务，全球税率最低的發达国家之一、6）通过我们的业务伙伴厚德长河资产管理有限公司提供独立资产管理模式，以全权委託方式由我们管理及监督您的资产;为家族及企业量身定制的重点服务内容，实现财富保全，同时通过全球资产配置和综合统一管理来降低风险、提升组合投资收益。专业的特许金融分析师及投资专家为私人家族办公室服务团队，连同投资策略师及研究分析师作团队后盾，提供专业及有效支援。为迎客户合适的风险承受能力及收益目标，量身定制不同的资产委託组合，掌握环球机遇。

Wooden Scrabble tiles arranged in an organized pattern spell out the phrase 'MANAGE YOUR ASSETS' on a plain white background.
Wooden Scrabble tiles arranged in an organized pattern spell out the phrase 'MANAGE YOUR ASSETS' on a plain white background.

家族传承规划

我们提供专业的家族传承规划服务，确保财富与价值的延续与增值。

财富结构规划

帮助您评估财富结构，制定个性化的财务策划方案，保障家庭财务安全。

A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.
A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.
税务与法律

提供全面的税务与法律咨询，确保您的财富管理符合相关法规与政策。

独立资产管理

量身定制的资产管理服务，降低风险，提升投资组合收益，确保财富保全。
A stack of documents on a dark surface, with the top page clearly labeled 'Last Will and Testament' in bold letters. The documents appear to be legal papers, suggesting importance and formality.
A stack of documents on a dark surface, with the top page clearly labeled 'Last Will and Testament' in bold letters. The documents appear to be legal papers, suggesting importance and formality.
A stack of gold coins is neatly placed on top of a 500 Indian rupee banknote. The arrangement suggests a focus on wealth accumulation or savings. The background is plain and minimalistic, drawing attention to the currency and coins.
A stack of gold coins is neatly placed on top of a 500 Indian rupee banknote. The arrangement suggests a focus on wealth accumulation or savings. The background is plain and minimalistic, drawing attention to the currency and coins.
woman wearing yellow long-sleeved dress under white clouds and blue sky during daytime

非常感谢贵公司提供专业的财务规划服务，使我家族财富得以保值增值。

李先生

A family scene by a waterfront, featuring two adults and a child. The older adult is holding the child who is leaning towards her, while the younger adult stands beside them holding a white handbag. Behind them, a vivid red lighthouse stands against a clear blue sky.
A family scene by a waterfront, featuring two adults and a child. The older adult is holding the child who is leaning towards her, while the younger adult stands beside them holding a white handbag. Behind them, a vivid red lighthouse stands against a clear blue sky.

我们对您团队的专业能力和诚信感到非常满意，期待长期合作！

张女士

A family scene outdoors with an elderly person and children sitting on a wooden structure surrounded by lush greenery. The family appears engaged and content, with one person seated on a chair.
A family scene outdoors with an elderly person and children sitting on a wooden structure surrounded by lush greenery. The family appears engaged and content, with one person seated on a chair.
★★★★★
★★★★★
A hand holding a smartphone in front of a wooden background. The phone screen displays a financial investment application with the text 'The smartest thing to do with your money'. Below it, there are illustrations of stacked coins and a call-to-action button labeled 'Start investing'.
A hand holding a smartphone in front of a wooden background. The phone screen displays a financial investment application with the text 'The smartest thing to do with your money'. Below it, there are illustrations of stacked coins and a call-to-action button labeled 'Start investing'.

画廊

展示我们为高净值家庭提供的专业财务服务

A vintage black toy car is placed on top of various pieces of currency and financial documents in different colors, including green and red. The background is filled with out-of-focus financial paperwork, creating a context of finance or wealth.
A vintage black toy car is placed on top of various pieces of currency and financial documents in different colors, including green and red. The background is filled with out-of-focus financial paperwork, creating a context of finance or wealth.
A close-up view of a smartphone displaying a financial app with a graph and numerical data, held by a hand. The screen shows the brand 'Wealthsimple'. Above it is part of a laptop keyboard with keys visible. The background consists of a wooden surface.
A close-up view of a smartphone displaying a financial app with a graph and numerical data, held by a hand. The screen shows the brand 'Wealthsimple'. Above it is part of a laptop keyboard with keys visible. The background consists of a wooden surface.
A clipboard with a blank payments checklist is placed on a marble surface next to an open laptop and a white pen. The setup appears to be organized for financial planning or administrative work.
A clipboard with a blank payments checklist is placed on a marble surface next to an open laptop and a white pen. The setup appears to be organized for financial planning or administrative work.
A joyful family portrait with a smiling man, woman, and child in an outdoor setting. The man and woman are sitting close together, while the child is in the foreground, making a playful gesture. The background features a tree with green and yellow leaves, suggesting a pleasant sunny day.
A joyful family portrait with a smiling man, woman, and child in an outdoor setting. The man and woman are sitting close together, while the child is in the foreground, making a playful gesture. The background features a tree with green and yellow leaves, suggesting a pleasant sunny day.
A person is working on a laptop at a wooden table. Next to them is a stack of books relating to business and success, with titles visible such as 'The Warren Buffett Way' and 'The Deals That Made The World'. The setting appears to be professional, possibly an office or study.
A person is working on a laptop at a wooden table. Next to them is a stack of books relating to business and success, with titles visible such as 'The Warren Buffett Way' and 'The Deals That Made The World'. The setting appears to be professional, possibly an office or study.
服务

我们为高净值家庭提供专业传承规划

信任

财富

info@potentcapitalventures.com

联系方式：

© 2025. All rights reserved.