Wealth management is increasingly complex, Global business opportunities and the changing economic environment make us at a loss. What you need is a more accurate solution, to cope with the needs of different stages in the life planning.
Over ten years experience in overseas assets management, We provide professional Financial Advisor. Base on the Clients' background, Standing on the independent, objective and professional standpoint, We provide the global and optimized solution of assets management to meet the need of clients purpose, multiple protection and effective inheritance. For the High Net Worth clients, Our services include Global Citizenship, Overseas Insurances, Cross Border Structure, Tax Planning, Estate Planning and Family Trust.
Our Clients come from:
U.K., Taiwan, Hong Kong, Australia, Thailand, Vietnam, Russia, PRC, Japan, South Korea, Pakistan, and so on.
Nautilus Family Office
Tel: 021 - 31063459
ROOM W07, 22F, TOWER 3, JING AN KERRY CENTRE, 1228 YAN'AN ROAD MIDDLE, SHANGHAI, CHINA
Over 10 years experience in Global Assets Management, Tax Planning, Global Citizenship, Estate Planning and Family Trust.
During at U.S.A, Working at 1st Vice President Team at Merrill Lynch.
From 2008, Kai founded Nautilus and served the High Net Worth clients at China. To help Chinese build up comprehensive Global Assets Management Solutions.
Membership of Overseas Wealth Management Expert Team at ICBC
Membership of Overseas Investment Advisor at private bank of CMB
CFA Lecturer at Shanghai University of Finance and Economics
BA in Finance and Portfolio Management from the U.C Davis and U.C. Berkeley.Website URL: