平台与执行Platform & Execution

从家族意图,到可以长期运行的机构级安排。

From a family's intention to an institutional arrangement that runs for years.

一项跨境安排是否有效,不取决于文件数量,而取决于目标、实体、权限、资金、记录与责任能否形成闭环。

Whether a cross-border arrangement works is not a question of how many documents exist. It is whether objectives, entities, authority, funding, records and responsibility close the loop.

WMOA 负责跨辖区统筹;具体受规管服务由相应持牌实体或专业机构,在其授权范围内提供。

WMOA coordinates across jurisdictions. The regulated services themselves are provided by the relevant licensed entity or professional firm, within its own authorisations.

01

四步工作方式How we work

四个阶段,每一段都留下可复核的记录。

Four stages, each leaving a record that can be reviewed.

01

厘清目标与边界

Objectives and boundaries

明确家族目标、相关人员与实体、决策权、税务居民身份、资金来源、时间要求及各法域约束。

Establishing objectives, the people and entities involved, decision rights, tax residency, source of funds, timing and the constraints of each jurisdiction.

02

设计治理与结构

Governance and structure

形成所有权、控制权、授权、资金路径、报告与传承安排;与家族既有法律及税务顾问共同检验其可行性。

Setting ownership, control, delegated authority, funding paths, reporting and succession — and testing them with the family's existing legal and tax advisers.

03

组织适用的执行

Applicable execution

由相关持牌实体或专业机构,在其授权范围内完成必要文件、账户、托管、发行、交易或其他执行工作。

The relevant licensed entity or professional firm completes the documents, accounts, custody, issuance, transactions or other execution within its authorisations.

04

持续运营与复核

Continuing operation and review

协调合规、审计、估值、报告、治理会议及结构调整,使安排在环境和家族变化后仍能有效运行。

Coordinating compliance, audit, valuation, reporting, governance meetings and structural adjustment, so the arrangement still works after the environment and the family change.

03

四地在平台中的功能What each place does

功能地图,不是资本迁移路线。

A map of functions, not a route for moving capital.

澳大利亚Australia

受规管运营基础、机构级执行与实物资产配置。

The regulated operating base, institutional execution and real-asset allocation.

新加坡Singapore

持有、治理、信托与基金架构。

Holding, governance, trust and fund structuring.

香港Hong Kong

资本市场、离岸人民币及中国连接。

Capital markets, offshore renminbi and the connection to China.

中国China

在岸产业机会与执行网络。

Onshore industrial opportunities and the execution network.

四地功能根据具体委托组合,不构成一条固定的资本迁移路线。多法域布局带来的是专业分工与结构选择,不自动产生监管、税务或风险上的优势。

These functions are combined according to the mandate. They do not describe a fixed route for moving capital. A multi-jurisdiction footprint gives division of professional labour and a choice of structures; it does not by itself create a regulatory, tax or risk advantage.

04

实体与牌照状态Entities and licence status

我们只公开已经核实、且可在官方登记处查证的持牌状态。

We publish only licence status that is verified and can be checked on an official register.

澳大利亚

Australia

持牌运营Licensed operations

WMOA Fund Management Pty Ltd · AFSL 513693

持牌主体、当前状态、授权范围及客户类别可在澳大利亚证券及投资委员会(ASIC)的官方登记处查证。

The licensee, its current status, scope of authorisation and client categories can be checked on the official registers of the Australian Securities and Investments Commission.

新加坡 · 香港 · 中国大陆

Singapore · Hong Kong · Mainland China

本网站不宣称尚未确认或尚未生效的实体与许可,也不在获批前宣传可提供相关受规管服务。相关实体、股权或服务关系及其当前状态,载于《通域能力说明书》,可在核验后逐项查证。

This website makes no claim as to entities or permissions that are not confirmed or not yet in effect, and does not market regulated services before approval. The relevant entities, shareholding or service relationships and their current status are set out in the Capability Statement and can be checked item by item after verification.