We are committed to providing our clients with comprehensive living arrangement services. We assist you with your business needs in the areas of healthcare, education school selection and immigration, ensuring your family enjoys the highest quality services and resources. Whether it’s developing a health management plan, choosing a top school, or planning immigration matters, our team of professionals will provide you with personalized solutions to help you achieve your life goals with ease. Enjoy a worry-free quality of life when you choose a U Service family office.
- Our Mission
We are committed to helping clients achieve robust asset growth through personalized investment strategies and comprehensive wealth management services. By deeply analyzing market dynamics and creating customized investment portfolios to secure futunes.
We focus on providing clients with comprehensive financial planning and risk management to ensure financial stability and security. Through detailed financial analysis and professional advice, we help clients set long-term financial goals and achieve financial independence and stability.
We offer comprehensive estate planning and tax optimization services to ensure the smooth transfer of wealth to the next generation. Our team works closely with clients to develop detailed estate plans that protect and extend family wealth, ensuring generational continuity.
- Our Capabilities
Tailoring plans using listed capabilities
Medical & Health
We offer premier medical and healthcare services in Hong Kong, leveraging the city's top medical resources. Our services include private doctor appointments, specialist consultations, high-end hospital visits, and health management programs. Whether for routine check-ups or complex needs, our expert team customizes the best medical plans, ensuring world-class care and comprehensive health protection for you and your family.
Education
We provide exceptional education development services in Hong Kong, leveraging world-class resources like top international schools, renowned universities, and specialized institutions. Our services include school selection counseling, admission application guidance, and academic planning. Whether choosing the right school or applying to a prestigious university, our expert team offers personalized support to ensure your child's educational success.
Immigration
We offer professional Hong Kong immigration consulting services to help you achieve your immigration goals. As an international financial hub, Hong Kong provides quality resources and policy advantages. Our comprehensive services include immigration policy analysis, personalized visa application guidance, and follow-up support. We ensure a smooth, worry-free process with expert advice and tailored solutions.
Our process
Getting to Know You
Prior to formal engagement, we prioritize understanding your personal situation, financial goals, and key concerns that drive your search for financial advice. This forms the basis for a mutually agreed-upon scope of work. Please find below a comprehensive list of our capabilities.
Gaining Clarity on Your Finances
Our comprehensive planning engagements start by jointly assessing your balance sheet and cash flow. Access our secure client portal to upload documents or link your accounts electronically.
Building Your Financial Vision
We collaborate with you to prioritize your goals and assess the financial choices and risks involved in achieving them. Through close partnership, we establish a baseline projection of your future financial wealth, providing a roadmap for your success.
Analyzing Tradeoffs
We use our financial model to develop alternative scenarios, informing recommendations on taxes, insurance, and investments to align with your goals. Exploring scenarios to align recommendations.
We’re Here to Answer Your Questions and Support Your Journey. Discover Our Comprehensive Wealth Management Services.
