In a time where opportunities and challenges coexist, making wise investment decisions becomes particularly crucial. Therefore, Dynamic Estate Group in collaboration with Hong Kong Xicheng Wealth Management, jointly organized a wealth management seminar for Dragon Cauldron's VIP clients.
On the day of the event, we invited Mr. Zhu Meng, Vice President of TransGlobal Holding in the Asia-Pacific region and Executive Director of Zhongmin Jinda Investment Management Co., Ltd.
Mr. Zhu holds qualifications as an International Financial Planner and currently serves as a special invited U.S. financial and tax advisor for several domestic and foreign banks
Mr. Zhu specializes in providing comprehensive financial planning consultation for high-net-worth individuals, including strategic tax planning, asset preservation, and wealth inheritance.
In the broader context of Common Reporting Standard (CRS), he adeptly utilizes various financial instruments to achieve the ultimate goals of asset preservation and appreciation.
In addition to Mr. Zhu, Mr. Wang, the Head of Dynamic Estate Group Project Department, was also present to share insights on potential risk points in project management, as well as the successful project management experiences gained by Dragon Cauldron over the decades since its establishment.
MR Wang has been engaged in research and project promotion in the Australian real estate market for nearly 5 years. Serving as a project manager and representing investors, he has been involved in more than 20 housing and land development projects.
With extensive experience in real estate investment policies, market trends, data analysis, and project promotion, he is well-versed in various potential risks that may arise during real estate investment and development processes. Wang Lei is capable of establishing the most reasonable solutions and development directions for investors.
The salon was divided into three parts:
These topics resonated strongly with the attendees, and the substantial insights shared by the guests made the salon an engaging and informative experience for all.
After the conclusion of the sharing, everyone remained eager for more, and Dragon Cauldron's secret to success amid stability became the focal point of discussions.
We believe that clients fortunate enough to attend the VIP Wealth Salon must have gained valuable insights into asset preservation and appreciation.
Dragon Cauldron will continue to organize a series of lectures and events to show appreciation to both new and existing clients.
