North America Elite Wealth Forum

Exclusive Investment & Financial Planning Briefing

Invitation-only program for high-net-worth Chinese investors in North America. Focused on U.S. real estate, equity investment, asset protection, tax optimization, and cross-border wealth planning.

Private Briefing 1-on-1 Consultation Family & Tax Strategy Priority Access

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Closed-door invitation to our investment briefing
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Personalized consultation with a senior advisor
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Family wealth preservation & tax-saving strategies
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Priority access to select high-yield opportunities

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Who should apply?

HNWI
$500k+ investable assets

Cross-border needs
US/Global allocation

Family planning
Trusts & legacy

About the Forum

We provide discreet access to institutional-grade insights, professional advisory, and curated opportunities. Qualification is required; capacity is limited.

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