由 一诺财策办谘询公室 | 4 月 11, 2022 | 信託服务
Trust Referral Case Client Background – Mr. Suen & Mrs. Suen Family Profile: Mr. Sun, 43 (cross-industry entrepreneur), Mrs. Sun, 41 (homemaker) 2 minor children Asset structure: Liquid assets: Cash, stocks, fund portfolio Fixed assets: Diversified insurance...