我们的合作伙伴
我们的合作伙伴
您通过专注、远见和全力工作取得了成功。现在，您正在寻找一个长期合作的顾问团队，他们思维清晰、深刻，对待您的财富就像对待自己的财富一样谨慎。
我们的合作伙伴：
- 寻求值得信赖的合作伙伴的富裕家庭，来保护和发展您代代相传的产业
- 高科技、私募股权和基础设施领域的专业投资人士，他们重视周到的财富规划管理和在实践经验中积累的对各种投资结构的了解
- 应对财富传承复杂性，并寻求长期规划和节税策略方面的指导的企业主
我们的客户重视实践积累的投资经验，即投资自己的资本并了解管理财富所所肩负的责任的顾问团队。
并且，他们还寻求一个超越只关注于投资管理的合作伙伴，他们期待顾问团队利用 OneRBC 合作伙伴在私人银行、商业银行、抵押贷款、金融和遗产规划以及信托服务方面的专业能力，帮助他们主动发现财富规划改进的机会。
您希望建立在信任、洞察力和言出必行的执行能力基础上的长期关系。这正是我们想要实现的。
Who We Work With
You've built success through focus, foresight, and hard work. Now, you are looking for a long-term advisor team who brings clarity, depth of thinking, and treats your wealth with the same care as their own.
We work with:
- Affluent families seeking a trusted partner to help preserve and grow legacy across generations
- Professionals in technology, private equity, and infrastructure who value thoughtful stewardship and hands-on experience across a range of investment structures
- Business owners navigating complexity and transition, and looking guidance on long-term planning and tax-efficient strategies
Our clients value real-world experience, someone who has invested his or her own capital and understands the responsibility that comes with managing wealth.
They also seek a partner who goes beyond investment management to proactively identify opportunities for wealth planning improvements, by drawing on the specialized capabilities of OneRBC partners in private banking, commercial banking, mortgage, financial & estate planning, and trust services.
You want a long-term relationship built on trust, insight and follow-through. That's exactly what we aim to deliver.
