{"id":1088,"date":"2021-07-25T23:01:05","date_gmt":"2021-07-25T23:01:05","guid":{"rendered":"https:\/\/marianchanfinancial.com\/?page_id=1088"},"modified":"2022-11-20T01:32:13","modified_gmt":"2022-11-20T01:32:13","slug":"our-services","status":"publish","type":"page","link":"https:\/\/marianchanfinancial.com\/zh\/our-services\/","title":{"rendered":"Our Services"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Header&#8221; _builder_version=&#8221;4.9.7&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_start=&#8221;rgba(0,19,46,0.23)&#8221; background_color_gradient_end=&#8221;rgba(0,19,46,0.6)&#8221; background_color_gradient_overlays_image=&#8221;on&#8221; background_image=&#8221;https:\/\/marianchanfinancial.com\/wp-content\/uploads\/2021\/07\/wealth-3MGSMLY-1-scaled.jpg&#8221; custom_padding=&#8221;||||false|false&#8221; locked=&#8221;off&#8221;][et_pb_row _builder_version=&#8221;4.4.3&#8243;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.4.3&#8243;][et_pb_text _builder_version=&#8221;4.4.3&#8243; header_font=&#8221;Darker Grotesque|900|||||||&#8221; header_font_size=&#8221;100px&#8221; background_layout=&#8221;dark&#8221; custom_margin=&#8221;||||false|false&#8221; header_font_size_tablet=&#8221;70px&#8221; header_font_size_phone=&#8221;41px&#8221; header_font_size_last_edited=&#8221;on|phone&#8221;]<\/p>\n<h1>Comprehensive Wealth Management<\/h1>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;About&#8221; _builder_version=&#8221;4.9.7&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_start=&#8221;#000000&#8243; background_color_gradient_end=&#8221;rgba(0,0,0,0)&#8221; background_color_gradient_direction=&#8221;360deg&#8221; background_color_gradient_end_position=&#8221;65%&#8221; background_color_gradient_overlays_image=&#8221;on&#8221;][et_pb_row column_structure=&#8221;1_3,2_3&#8243; _builder_version=&#8221;4.4.3&#8243;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.4.3&#8243;][et_pb_image src=&#8221;https:\/\/marianchanfinancial.com\/wp-content\/uploads\/2021\/07\/businessman-and-his-financial-investment-XNKD8TZ-scaled.jpg&#8221; title_text=&#8221;businessman-and-his-financial-investment-XNKD8TZ&#8221; _builder_version=&#8221;4.9.7&#8243;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;2_3&#8243; _builder_version=&#8221;4.4.3&#8243;][et_pb_text _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Darker Grotesque|600|||||||&#8221; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.4em&#8221;]<\/p>\n<p><b>Our Team of cercified FA\/FP<\/b>\u00a0provides solutions to a wide array of clients ranging from\u00a0<a href=\"https:\/\/en.wikipedia.org\/wiki\/Wealth\" title=\"Wealth\">affluent<\/a>\u00a0to\u00a0<a href=\"https:\/\/en.wikipedia.org\/wiki\/High-net-worth_individual\" title=\"High-net-worth individual\">high-net-worth<\/a>\u00a0(HNW) and\u00a0<a href=\"https:\/\/en.wikipedia.org\/wiki\/Ultra_high-net-worth_individual\" title=\"Ultra high-net-worth individual\">ultra-high-net-worth<\/a>\u00a0(UHNW) individuals and families. It is a discipline which incorporates structuring and planning wealth to assist in growing, preserving and protecting wealth, whilst passing it onto the family in a tax-efficient manner and in accordance with their wishes. Wealth management brings together tax planning, wealth protection, estate planning, succession planning and family governance, which is our area of expertise.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.4.3&#8243; max_width=&#8221;750px&#8221; module_alignment=&#8221;center&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.4.3&#8243;][et_pb_image src=&#8221;https:\/\/marianchanfinancial.com\/wp-content\/uploads\/2021\/07\/financial-advisor-02.png&#8221; _builder_version=&#8221;4.4.3&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Darker Grotesque|900|||||||&#8221; text_text_color=&#8221;#2a2a2a&#8221; text_font_size=&#8221;40px&#8221; text_line_height=&#8221;1.4em&#8221; text_font_size_tablet=&#8221;30px&#8221; text_font_size_phone=&#8221;24px&#8221; text_font_size_last_edited=&#8221;on|phone&#8221;]<\/p>\n<p>The essence of investment management is the management of <span style=\"color: #ff0000;\">RISKS<\/span>, not the management of <span style=\"color: #99ccff;\">RETURNS<\/span>.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.7&#8243; header_5_font=&#8221;Darker Grotesque|900|||||||&#8221; header_5_font_size=&#8221;18px&#8221; header_5_line_height=&#8221;1.4em&#8221;]<\/p>\n<h5>&#8211; Benjamin Graham<\/h5>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Features&#8221; _builder_version=&#8221;4.4.3&#8243; background_color=&#8221;#263142&#8243; locked=&#8221;off&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.4.3&#8243;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.4.3&#8243;][et_pb_text _builder_version=&#8221;4.4.3&#8243; header_2_font=&#8221;Darker Grotesque|900|||||||&#8221; header_2_font_size=&#8221;60px&#8221; background_layout=&#8221;dark&#8221; header_2_font_size_tablet=&#8221;42px&#8221; header_2_font_size_phone=&#8221;30px&#8221; header_2_font_size_last_edited=&#8221;on|phone&#8221;]<\/p>\n<h2>Wealth Management Covers All Aspects Of Your Plan<\/h2>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.4.3&#8243;][et_pb_video src=&#8221;https:\/\/www.youtube.com\/watch?v=FkQuawiGWUw&#8221; image_src=&#8221;https:\/\/marianchanfinancial.com\/wp-content\/uploads\/2021\/07\/financial-advisor-16.jpg&#8221; thumbnail_overlay_color=&#8221;rgba(0,0,0,0.6)&#8221; _builder_version=&#8221;4.4.3&#8243;][\/et_pb_video][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_4,1_4,1_4,1_4&#8243; admin_label=&#8221;Row&#8221; _builder_version=&#8221;4.4.3&#8243; custom_margin=&#8221;||||false|false&#8221;][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.4.3&#8243;][et_pb_text _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Darker Grotesque|800|||||||&#8221; text_text_color=&#8221;#ddccb8&#8243; text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.4em&#8221; background_layout=&#8221;dark&#8221; max_width=&#8221;400px&#8221; locked=&#8221;off&#8221;]<\/p>\n<p>&#8220;What IF&#8221; scenario is the key in wealth management<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.4.3&#8243;][et_pb_blurb title=&#8221;Risk Management&#8221; use_icon=&#8221;on&#8221; font_icon=&#8221;%%45%%&#8221; icon_color=&#8221;#ddccb8&#8243; icon_placement=&#8221;left&#8221; content_max_width=&#8221;1100px&#8221; use_icon_font_size=&#8221;on&#8221; icon_font_size=&#8221;24px&#8221; _builder_version=&#8221;4.9.7&#8243; header_font=&#8221;Darker Grotesque|700|||||||&#8221; background_layout=&#8221;dark&#8221; custom_margin=&#8221;||10px||false|false&#8221;][\/et_pb_blurb][et_pb_blurb title=&#8221;Life Goals&#8221; use_icon=&#8221;on&#8221; font_icon=&#8221;%%45%%&#8221; icon_color=&#8221;#ddccb8&#8243; icon_placement=&#8221;left&#8221; content_max_width=&#8221;1100px&#8221; use_icon_font_size=&#8221;on&#8221; icon_font_size=&#8221;24px&#8221; _builder_version=&#8221;4.9.7&#8243; header_font=&#8221;Darker Grotesque|700|||||||&#8221; background_layout=&#8221;dark&#8221; custom_margin=&#8221;||10px||false|false&#8221;][\/et_pb_blurb][et_pb_blurb title=&#8221;Tax Efficiency&#8221; use_icon=&#8221;on&#8221; font_icon=&#8221;%%45%%&#8221; icon_color=&#8221;#ddccb8&#8243; icon_placement=&#8221;left&#8221; content_max_width=&#8221;1100px&#8221; use_icon_font_size=&#8221;on&#8221; icon_font_size=&#8221;24px&#8221; _builder_version=&#8221;4.9.7&#8243; header_font=&#8221;Darker Grotesque|700|||||||&#8221; background_layout=&#8221;dark&#8221; custom_margin=&#8221;||10px||false|false&#8221;][\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.4.3&#8243;][et_pb_blurb title=&#8221;Dollar Cost Averaging&#8221; use_icon=&#8221;on&#8221; font_icon=&#8221;%%45%%&#8221; icon_color=&#8221;#ddccb8&#8243; icon_placement=&#8221;left&#8221; content_max_width=&#8221;1100px&#8221; use_icon_font_size=&#8221;on&#8221; icon_font_size=&#8221;24px&#8221; _builder_version=&#8221;4.9.7&#8243; header_font=&#8221;Darker Grotesque|700|||||||&#8221; background_layout=&#8221;dark&#8221; custom_margin=&#8221;||10px||false|false&#8221;][\/et_pb_blurb][et_pb_blurb title=&#8221;Periodic Review, update, and rebalancing.&#8221; use_icon=&#8221;on&#8221; font_icon=&#8221;%%45%%&#8221; icon_color=&#8221;#ddccb8&#8243; icon_placement=&#8221;left&#8221; content_max_width=&#8221;1100px&#8221; use_icon_font_size=&#8221;on&#8221; icon_font_size=&#8221;24px&#8221; _builder_version=&#8221;4.9.7&#8243; header_font=&#8221;Darker Grotesque|700|||||||&#8221; background_layout=&#8221;dark&#8221; custom_margin=&#8221;||10px||false|false&#8221;][\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.4.3&#8243;][et_pb_blurb title=&#8221;EMD&#8221; use_icon=&#8221;on&#8221; font_icon=&#8221;%%45%%&#8221; icon_color=&#8221;#ddccb8&#8243; icon_placement=&#8221;left&#8221; content_max_width=&#8221;1100px&#8221; use_icon_font_size=&#8221;on&#8221; icon_font_size=&#8221;24px&#8221; _builder_version=&#8221;4.9.7&#8243; header_font=&#8221;Darker Grotesque|700|||||||&#8221; background_layout=&#8221;dark&#8221; custom_margin=&#8221;||10px||false|false&#8221;][\/et_pb_blurb][et_pb_blurb title=&#8221;Diversification&#8221; use_icon=&#8221;on&#8221; font_icon=&#8221;%%45%%&#8221; icon_color=&#8221;#ddccb8&#8243; icon_placement=&#8221;left&#8221; content_max_width=&#8221;1100px&#8221; use_icon_font_size=&#8221;on&#8221; icon_font_size=&#8221;24px&#8221; _builder_version=&#8221;4.9.7&#8243; header_font=&#8221;Darker Grotesque|700|||||||&#8221; background_layout=&#8221;dark&#8221; custom_margin=&#8221;||10px||false|false&#8221;][\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=&#8221;Row&#8221; _builder_version=&#8221;4.4.3&#8243; positioning=&#8221;absolute&#8221; position_origin_a=&#8221;center_center&#8221; position_origin_a_tablet=&#8221;&#8221; position_origin_a_phone=&#8221;&#8221; position_origin_a_last_edited=&#8221;on|phone&#8221; position_origin_f_tablet=&#8221;&#8221; position_origin_f_phone=&#8221;&#8221; position_origin_f_last_edited=&#8221;on|phone&#8221; position_origin_r_tablet=&#8221;&#8221; position_origin_r_phone=&#8221;&#8221; position_origin_r_last_edited=&#8221;on|phone&#8221; max_width=&#8221;none&#8221; positioning_tablet=&#8221;relative&#8221; positioning_phone=&#8221;&#8221; positioning_last_edited=&#8221;on|tablet&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.4.3&#8243;][et_pb_text _builder_version=&#8221;4.4.3&#8243; text_font=&#8221;Darker Grotesque|900|||||||&#8221; text_text_color=&#8221;rgba(221,204,184,0.08)&#8221; text_font_size=&#8221;20vw&#8221; text_line_height=&#8221;0.8em&#8221; scroll_vertical_motion_enable=&#8221;on&#8221; scroll_vertical_motion=&#8221;0|50|50|100|2|0|-2&#8243; scroll_vertical_motion_tablet=&#8221;&#8221; scroll_vertical_motion_phone=&#8221;0|50|50|100|0|0|0&#8243; scroll_vertical_motion_last_edited=&#8221;on|phone&#8221;]<\/p>\n<p>$$$<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; fullwidth=&#8221;on&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_start=&#8221;rgba(0,0,0,0)&#8221;][et_pb_fullwidth_image src=&#8221;https:\/\/marianchanfinancial.com\/wp-content\/uploads\/2021\/09\/hands-of-pregnancy-and-generation-AJU8RLJ-scaled.jpg&#8221; title_text=&#8221;hands-of-pregnancy-and-generation-AJU8RLJ&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;||0px|||&#8221;][\/et_pb_fullwidth_image][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;CTA&#8221; _builder_version=&#8221;4.4.3&#8243; background_color=&#8221;#263142&#8243; background_image=&#8221;https:\/\/marianchanfinancial.com\/wp-content\/uploads\/2021\/07\/financial-advisor-24.png&#8221; locked=&#8221;off&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.9.7&#8243;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.4.3&#8243;][et_pb_text _builder_version=&#8221;4.4.3&#8243; header_2_font=&#8221;Darker Grotesque|900|||||||&#8221; header_2_font_size=&#8221;60px&#8221; text_orientation=&#8221;center&#8221; background_layout=&#8221;dark&#8221; max_width=&#8221;700px&#8221; module_alignment=&#8221;center&#8221; header_2_font_size_tablet=&#8221;42px&#8221; header_2_font_size_phone=&#8221;30px&#8221; header_2_font_size_last_edited=&#8221;on|phone&#8221; locked=&#8221;off&#8221;]<\/p>\n<h2>ESTATE PLANNING<\/h2>\n<p>&nbsp;<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/marianchanfinancial.com\/reservation-booking\/&#8221; button_text=&#8221;SCHEDULE OUR MEETING TODAY&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;4.9.7&#8243; custom_button=&#8221;on&#8221; button_text_color=&#8221;#283444&#8243; button_bg_color=&#8221;#ddccb8&#8243; button_border_color=&#8221;rgba(0,0,0,0)&#8221; button_border_radius=&#8221;0px&#8221; button_letter_spacing=&#8221;2px&#8221; button_font=&#8221;Darker Grotesque|900||on|||||&#8221; button_use_icon=&#8221;off&#8221; custom_margin=&#8221;50px||||false|false&#8221; custom_padding=&#8221;15px|40px|15px|40px|true|true&#8221; hover_enabled=&#8221;0&#8243; button_text_size_tablet=&#8221;20px&#8221; button_text_size_phone=&#8221;16px&#8221; button_text_size_last_edited=&#8221;on|phone&#8221; locked=&#8221;off&#8221; sticky_enabled=&#8221;0&#8243;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_text _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Georgia|600|||||||&#8221; text_text_color=&#8221;#939393&#8243; text_font_size=&#8221;18px&#8221;]<\/p>\n<p style=\"text-align: left;\"><span style=\"color: #999999;\">Dearest friends and clients: Estate planning will never be too early&#8230;it can only be too late.\u00a0 There are yet too many sad stories to tell of those without proper planning: lengthy probate, huge tax consequences, generation-discords&#8230;just to name a few.<\/span><\/p>\n<p style=\"text-align: left;\"><span style=\"color: #999999;\">Take to us today to save your hassle in the future!<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>","protected":false},"excerpt":{"rendered":"<p>Comprehensive Wealth ManagementOur Team of cercified FA\/FP\u00a0provides solutions to a wide array of clients ranging from\u00a0affluent\u00a0to\u00a0high-net-worth\u00a0(HNW) and\u00a0ultra-high-net-worth\u00a0(UHNW) individuals and families. It is a discipline which incorporates structuring and planning wealth to assist in growing, preserving and protecting wealth, whilst passing it onto the family in a tax-efficient manner and in accordance with their wishes. Wealth [&hellip;]<\/p>","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":""},"_links":{"self":[{"href":"https:\/\/marianchanfinancial.com\/zh\/wp-json\/wp\/v2\/pages\/1088"}],"collection":[{"href":"https:\/\/marianchanfinancial.com\/zh\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/marianchanfinancial.com\/zh\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/marianchanfinancial.com\/zh\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/marianchanfinancial.com\/zh\/wp-json\/wp\/v2\/comments?post=1088"}],"version-history":[{"count":9,"href":"https:\/\/marianchanfinancial.com\/zh\/wp-json\/wp\/v2\/pages\/1088\/revisions"}],"predecessor-version":[{"id":1352,"href":"https:\/\/marianchanfinancial.com\/zh\/wp-json\/wp\/v2\/pages\/1088\/revisions\/1352"}],"wp:attachment":[{"href":"https:\/\/marianchanfinancial.com\/zh\/wp-json\/wp\/v2\/media?parent=1088"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}