机构合作Partner with WMOA
客户关系不需要被重新分配。
A client relationship does not need to be reassigned.
WMOA 与家族既有顾问和机构协作。我们的角色，是补上跨辖区统筹、适用的持牌执行与持续运营，而不是把已经有效的专业关系替换掉。
WMOA works with a family's existing advisers and institutions. Our part is to add cross-jurisdiction coordination, the appropriate licensed execution and continuing operation — not to replace professional relationships that already work.
因此每项合作开始前，客户关系归属、各方职责、责任主体、信息权限与费用安排都先写清楚。
So before any cooperation begins, we set down who holds the relationship, what each party is responsible for, which entity carries the obligation, who may see what, and how fees are arranged.
两类合作Two kinds of cooperation
专业服务与转介合作Professional and referral cooperation
补上跨辖区的那一段。
We add the cross-jurisdiction piece.
我们与律师事务所、会计师及税务顾问、私人银行、信托机构、资产管理人、其他持牌实体及家族办公室合作。
We work with law firms, accountants and tax advisers, private banks, trustees, asset managers, other licensed entities and family offices.
讨论客户与专业协作Client and professional cooperation项目、资产与资本合作Project, asset and capital cooperation
把一个机会，转化为可以被机构评估与执行的结构。
Turning an opportunity into a structure an institution can assess.
我们关注的不是项目故事本身，而是资产权利、现金流、治理、风险分配与退出条件是否清晰、可验证。
Our interest is not the story of a project but whether asset rights, cash flow, governance, risk allocation and exit are clear and verifiable.
探讨项目与资本合作Project and capital cooperation每项合作开始前Before cooperation begins
我们愿意把五件事先说清楚。
We are willing to settle five things first.
这五项写入合作文件，而不是停留在会议记录里。若其中任何一项无法明确，我们不建议开始。
These five go into the cooperation documents, not into a meeting note. If any cannot be settled, we do not recommend starting.
客户关系由谁持有
Who holds the client relationship
各方分别提供什么、不提供什么
What each party provides, and what it does not
哪个法律实体承担合同与监管责任
Which entity carries the contractual and regulatory obligation
信息如何共享、保存与限制使用
How information is shared, retained and restricted
费用、转介安排与利益冲突如何披露
How fees, referrals and conflicts are disclosed
合作评估流程How we assess
四个阶段，每一段都可能停下来。
Four stages — any of which may end it.
合作方应能够说明：自身角色、所寻求的资本或合作方式、主要风险，以及可提供的底层材料。
A counterparty should be able to state its role, the capital or arrangement it seeks, the principal risks, and the underlying material it can provide.
01
初步适配
Initial fit
法域、行业、规模、时间与角色是否匹配。不匹配时我们直接说明。
Whether jurisdiction, sector, scale, timing and role match. Where they do not, we say so.
02
身份与证据
Identity and evidence
核验主体、资产权利、关键人员及底层材料。此阶段之前不交换实质性资料。
Verifying the entity, asset rights, key people and underlying material. No substantive material is exchanged before this stage.
03
监管与冲突
Regulation and conflicts
确定客户分类、牌照边界、关联关系与潜在冲突。牌照边界决定哪一方可以做什么。
Client classification, licence limits, related parties and potential conflicts. What each party may do is set by the licence.
04
结构与委托
Structure and mandate
明确决策机制、费用、责任、信息权限与退出条件。
Settling the decision mechanism, fees, responsibilities, information rights and exit conditions.
WMOA 不承诺所有提交项目都会进入评估流程，也不预先承诺投资规模或决策时间。
WMOA does not undertake that every submission enters an assessment process, and gives no advance commitment as to size or timing.
先了解，再决定Understand first, then decide
在把客户或项目带到我们这里之前，先看清我们是谁。
Before bringing us a client or a project, see clearly who we are.
如需在正式接洽前评估 WMOA 的实体、牌照、服务范围、治理机制、收费模式与团队，可申请受控版《通域能力说明书》。我们以同样的边界保护每一个家族与合作方的信息。
To assess WMOA's entities, licences, scope of services, governance, fee model and team before a formal approach, the controlled Capability Statement may be requested. We protect every family's and every partner's information on the same terms.