About Us
Complex Approach
We are positive that the end goal of increasing your value can be achieved only through diligent managing all possible aspects of your portfolio, such as assets, property, real estate, businesses and everything else… That makes our investment company one of the few on the market, who recognize the need to go full-cycle!ting.
Safe Bets
When it comes to a dangerous and risky business of investing, we take an approach that is data-scientific and risks-proof. The precision with which our team of experts manages to arrive at the best advice for managing your assets and money is worldwiade known and is proven by the portfolio of our impressive clients!
Adaptable projections
With all the volatility that a modern business faces and with all the pressure that just keeps on hitting, sticking to a short-term financial projection for too long is too dangerous… Once again, taking a scientific-like approach to data analysis, we are able to predict when the time comes to change either the tactics or the strategies of your mind game.
Our Staff
Eric Mak
Over 20 years of working experience in various business sectors, worked with renowned international audit and advisory firms, listed corporations, as well as family business, startups, and SMEs. Lead business transformation program, digitalise accounting process, industrial and trade research international assignment..
Kate Chen
Qualified Chartered Accountant with over 15 years in accounting and financial management. Familiar with group consolidation, cross-bordered transaction, taxation, merger and acquisition transaction.
FAQ
the most popular questions
A: If you have previously set up a “self-directed” individual retirement account (IRA), then you will be able to store alternative assets within your tax-deferred plan, including private placements in venture capital. As with any IRA investment, a self-directed account has built-in, tax-deferred growth– meaning that you would not pay capital gains taxes on the growth of an investment until you are of retirement age and begin to withdraw the funds, presumably at a lower effective tax rate.
A: For individual investors, the SEC tells that an accredited investor is a natural person (as opposed to an organizational entity that may be considered a “legal person”): (1) who owns an individual net worth, or joint net worth with the person’s spouse, that is more than $1 million at the time of investment, excluding the value of the primary residence of such person; OR (2) whose income is more than $200,000 in each of the two most recent years or whose joint income (a spouse included) exceeds $300,000 for those years and has a reasonable expectation of the same income level in the current year.
A: If your primary residence for tax purposes is anywhere but the US, your country determines the minimum income or asset requirement that allows you to participate in venture capital investments. The sign-up process for our investment options is, therefore, country-specific; you check off the requirements that are satisfied and, when necessary, specify the reason that you meet each requirement.