Private wealth management consulting
Constance Hengpu, from a neutral third-party perspective, integrates legal and financial tools to assist high-net-worth families in transforming personal intentions into executable structures, ensuring wealth is not just passed down, but passed down stably and enduringly.
Our services are divided into two main pillars: 1. Estate Succession Planning, focusing on proactive strategies to ensure wealth is passed down through generations in an orderly manner according to the client's wishes. 2. Risk Mitigation and Asset Preservation, emphasizing the establishment of defensive mechanisms to safeguard core family assets from external shocks. These two pillars complement each other, forming a comprehensive wealth protection system.
Our services are divided into two main pillars: 1. Estate Succession Planning, focusing on proactive strategies to ensure wealth is passed down through generations in an orderly manner according to the client's wishes. 2. Risk Mitigation and Asset Preservation, emphasizing the establishment of defensive mechanisms to safeguard core family assets from external shocks. These two pillars complement each other, forming a comprehensive wealth protection system.
- Estate Tax Pre-planning
- Insurance Protection Diagnosis and Planning
- Family Governance and Family Charter
- Cross-border asset allocation and management
- Family meeting and frequency modulation communication mechanism
- Trust structure design
- Holding Company and Equity Structure Layout
- Separating personal and business risk
Hengpu provides a long-term consultative relationship, not a one-time consulting report.
We operate in four phases: comprehensive inventory, strategic planning, structural execution, and regular review, allowing the succession structure to evolve naturally over time rather than remaining just a plan on paper.
We operate in four phases: comprehensive inventory, strategic planning, structural execution, and regular review, allowing the succession structure to evolve naturally over time rather than remaining just a plan on paper.
Integrate resources
- Professional legal teams both domestically and internationally
- Professional accounting team, both domestic and international
- Professional land surveyor team
- Professional insurance practitioner
- Professional Real Estate Agent Team
Investment advisory
Hengpu assists clients with asset revitalization and overall portfolio planning from a macro perspective. The service focuses on judgment, integration, and recommendations, and does not involve managed accounts or holding assets on behalf of clients.
We believe the core value of investment consulting lies not in recommending individual securities, but in helping clients navigate the complexities of global markets and diverse asset tools, gain a clearer direction, and make allocation decisions that better align with their life stage, risk tolerance, and family needs.
We believe the core value of investment consulting lies not in recommending individual securities, but in helping clients navigate the complexities of global markets and diverse asset tools, gain a clearer direction, and make allocation decisions that better align with their life stage, risk tolerance, and family needs.
- Real estate professional
- Investment Team
- Domestic and foreign banking institutions
- Domestic and overseas trust institutions
- Domestic and foreign exchanges
Integrate resources
- Professional legal teams both domestically and internationally
- Professional accounting team, both domestic and international
- Professional land surveyor team
- Professional insurance practitioner
- Professional Real Estate Agent Team
Corporate and Public Relations Consulting
Hengpu positions this service as a decision-making coach and professional resource curator for business owners and family decision-makers.
The services of this type often deal not just with the business operations issues themselves, but with complex decision-making problems resulting from the interplay of the business, family, succession, external professionals, and relationship coordination.
The services of this type often deal not just with the business operations issues themselves, but with complex decision-making problems resulting from the interplay of the business, family, succession, external professionals, and relationship coordination.
- Family business intergenerational communication
- Second generation successor, also-ran.
- Overseas second generation returning to Taiwan to take over and accompany
- Matching and integration of specialized professional resources
- Startup Resource Matching
Integrate resources
Constance Hengpu's core value lies not in providing a single tool, but in integrating diverse professional resources to establish a collaborative and actionable overall framework, tailored to the client's goals, asset structure, and life stage.
When facing complex issues for high-net-worth and ultra-high-net-worth clients, a single advisor or specialized professional is often insufficient to handle all matters. Hengpu's role is to act as a neutral third party, assisting clients in connecting with specialized resources in legal, tax, trust, insurance, finance, real estate, and cross-border planning. This enables different fields to collaborate within a unified decision-making framework, rather than operating in isolation and speaking with disjointed voices.
A typical high-net-worth family's issues often involve more than one tool, but rather span multiple professions and execution paths simultaneously. For example, a cross-border inheritance case may require the coordinated efforts of offshore trusts, offshore lawyers, onshore and offshore accountants, and overseas property and residency planning. Hengpu's work is not just about introducing resources, but about defining clear roles and execution boundaries for each type of resource based on the client's overall goals, and coordinating the connections between them to reduce future execution gaps and structural loopholes.
When facing complex issues for high-net-worth and ultra-high-net-worth clients, a single advisor or specialized professional is often insufficient to handle all matters. Hengpu's role is to act as a neutral third party, assisting clients in connecting with specialized resources in legal, tax, trust, insurance, finance, real estate, and cross-border planning. This enables different fields to collaborate within a unified decision-making framework, rather than operating in isolation and speaking with disjointed voices.
A typical high-net-worth family's issues often involve more than one tool, but rather span multiple professions and execution paths simultaneously. For example, a cross-border inheritance case may require the coordinated efforts of offshore trusts, offshore lawyers, onshore and offshore accountants, and overseas property and residency planning. Hengpu's work is not just about introducing resources, but about defining clear roles and execution boundaries for each type of resource based on the client's overall goals, and coordinating the connections between them to reduce future execution gaps and structural loopholes.
Category One
Private Banking and Cross-Border Financial Institutions
Private Banking and Cross-Border Financial Institutions
Heng Pu can integrate resources from domestic and international private banks and cross-border financial institutions based on clients' asset attributes, location, and needs, assisting clients with account opening, fund deployment, financing arrangements, foreign currency allocation, and integrated overseas asset management.
These types of resources are often used for cross-border asset allocation, overseas asset management, financial structuring, and long-term asset planning for high-net-worth clients.
These types of resources are often used for cross-border asset allocation, overseas asset management, financial structuring, and long-term asset planning for high-net-worth clients.
Category 2
Domestic and overseas trust institutions
Domestic and overseas trust institutions
For needs such as family inheritance, asset preservation, and charitable purposes, Hengpu can integrate domestic and international trust institution resources to assist clients in planning family trusts, insurance trusts, charitable trusts, and other long-term asset protection structures.
These types of resources are often used for estate planning, risk isolation, special asset preservation, intergenerational asset management, and geopolitical risk diversification.
These types of resources are often used for estate planning, risk isolation, special asset preservation, intergenerational asset management, and geopolitical risk diversification.
Category Three
Domestic and foreign lawyers and legal consultants
Domestic and foreign lawyers and legal consultants
When facing issues such as succession, family governance, company charters, marital risks, and cross-border asset and identity planning, EverTrust can integrate domestic and international lawyer and legal advisor resources according to individual case needs.
These types of resources are often used in wills, notarizations, family charters, lasting powers of attorney, prenuptial agreements, business equity arrangements, cross-border legal advice, and the handling of other high-risk legal issues.
These types of resources are often used in wills, notarizations, family charters, lasting powers of attorney, prenuptial agreements, business equity arrangements, cross-border legal advice, and the handling of other high-risk legal issues.
Category Four
Accountants and tax advisors, domestic and international
Accountants and tax advisors, domestic and international
For family assets, corporate shareholding, cross-border funds, and inheritance planning, Hengpu can integrate domestic and overseas accounting and tax advisor resources to assist clients with estate and gift tax, cross-border taxation, reporting obligations, and overall holding structure optimization.
These types of resources are often used for tax trial calculations, international tax planning, enterprise and individual tax integration, and long-term tax burden assessments under different transfer paths.
These types of resources are often used for tax trial calculations, international tax planning, enterprise and individual tax integration, and long-term tax burden assessments under different transfer paths.
Category Five
Real estate and asset revitalization resources
Real estate and asset revitalization resources
Whether it's domestic real estate organization, commercial real estate planning, or overseas property allocation and revitalization, Hengpu can integrate land administration specialists, real estate consultants, domestic and overseas real estate channels, and relevant execution partners based on individual case needs.
These types of resources are often used for family real estate transfers, holding structure adjustments, asset revitalization, corporate ownership assessments, and planning related to overseas allocation and second home initiatives.
These types of resources are often used for family real estate transfers, holding structure adjustments, asset revitalization, corporate ownership assessments, and planning related to overseas allocation and second home initiatives.
Category Six
Insurance Planning Resources
Insurance Planning Resources
In the overall framework of high-net-worth families, the value of insurance extends beyond mere protection; it serves as a tool for inheritance, tax reserve, and risk management.
Hengpu can integrate insurance planning resources to assist clients with protection needs assessment, premium structure organization, tax reserve planning, life insurance trust arrangements, and long-term risk design.
These types of resources are often used for family protection, disability and long-term care risks, specific beneficiary arrangements, and estate planning.
Hengpu can integrate insurance planning resources to assist clients with protection needs assessment, premium structure organization, tax reserve planning, life insurance trust arrangements, and long-term risk design.
These types of resources are often used for family protection, disability and long-term care risks, specific beneficiary arrangements, and estate planning.
Category Seven
Investment and Market Resource Allocation
Investment and Market Resource Allocation
Facing issues such as overall asset allocation, cash flow management, overseas markets, and digital assets, Hengpu can integrate investment teams, financial platforms, and relevant market resources to assist clients in making clearer judgments between different markets and asset instruments.
These types of resources are often used for asset revitalization, retirement cash flow planning, cross-border investment allocation, digital asset planning, and the establishment of long-term investment blueprints.
These types of resources are often used for asset revitalization, retirement cash flow planning, cross-border investment allocation, digital asset planning, and the establishment of long-term investment blueprints.
Category 8
Immigration and Identity Planning Resources
Immigration and Identity Planning Resources
For clients with needs related to cross-border living, a second home, immigration, children's education, and global asset planning, Heng Pu can integrate professional resources related to identity planning and immigration to assist clients in considering the long-term relationship between identity, taxation, lifestyle, and inheritance.
These types of resources are often used for investment immigration, entrepreneurial immigration, second homes, cross-border family status arrangements, and long-term asset planning after immigration.
These types of resources are often used for investment immigration, entrepreneurial immigration, second homes, cross-border family status arrangements, and long-term asset planning after immigration.
What Hengpu truly offers is never the single resource itself, but rather a Integrated capabilities centered on the client's overall goalsThe value of different professional resources can only be truly realized when they are placed within the correct framework.
What Constance Hengpu does is help clients organize problems in complex situations, prioritize goals, integrate resources, and ensure that every link moves in the same long-term direction.
What Constance Hengpu does is help clients organize problems in complex situations, prioritize goals, integrate resources, and ensure that every link moves in the same long-term direction.
Service process
Preliminary understanding
After making an appointment through LINE OA or the official website, Heng Pu will first make initial contact and a preliminary phone interview to understand the direction of your needs and the issues you are most concerned about.
2. In-depth Inventory
After confirmation, a formal meeting will be arranged, and through in-depth KYC and meeting summaries, your current asset status, risk structure, and core issues will be further assessed.
3. Architecture Recommendations
Based on the inventory results, propose suitable planning directions, resource allocation, and brief recommendations to help clients understand feasible solutions.
4. Officially Undertake
After both parties confirm the direction of cooperation, they will enter into signing and formal collaboration, with Hengpu assisting in resource integration and continuous support for execution.