Rock Private Office

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Rock Private Office

Post by Rock Private Office on Thu Jun 27, 2013 7:01 pm

I'm a wealth manager and I help internationally mobile clients with cross-border arrangements look after and grow their money.

I can help with offshore bank accounts, company formations, brokerage accounts, alternative investments and precious metals etc. I can create legal structures to protect and build your wealth and can uniquely use my location and knowledge of China to do this, especially if your nationality and current residence are causing issues for you in relation to all of the above.

Drop me a line and I'll be happy to help you if I can, or refer you to someone else if I can't.

Regards,
Pete Murphy

Tel: +86 147 8237 1084

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Rock Private Office
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Posts : 132
Join date : 2013-06-23
Age : 55
Location : Shanghai

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A modular approach to Cross-Border Financial Planning, Investment, and Tax Mitigation.

Post by Rock Private Office on Wed Jul 03, 2013 7:30 pm

Your nationality, your domicile, where you live and work now, where you expect to be working in the future and where you imagine yourself retired, are critical factors in cross-border financial planning.

But, perhaps the secret to gaining the best financial advice is for you to be sure about what is important to you in life. What you like doing and don’t like doing, and how you would like to spend your time if you had the choice.

We are trained to listen and ask the questions that help discover what you truly want to accomplish, experience or be in your life It is only when these things are known that a financial plan can be structured to fulfill your money goals and provide the financial framework for living the life you want.

We shift focus from product sales to professional service. Our approach is modular and can be applied to your situation in part or as a whole process, whichever best meets your requirements.

We believe the road to financial well being is built on strategic planning, low cost of investment, and tax mitigation.


A lifetime cashflow will provide the foundation of the financial plan we design for you.

Lifetime cashflow is about how much you earn, own, spend, save, and need to save, how much you need to invest and how this changes with the passing of time. Sounds tedious? We promise this will be the most exciting and useful exercise relating to money you will ever do.

When looking at investments, our philosophy is simple: low costs and low taxation mean greater returns for you. We look at management fees, performance fees, currency exchange, location and consequent tax implications. Investment and taxation cannot be dealt with in isolation.

Technology, market data and research are critical to this process and we work closely with industry leaders to provide you with the best.

We work with you to keep your financial arrangements relevant to you current situation, legally compliant and tax efficient, wherever you reside. This is the nature of our long-term relationship. Your key professional adviser.

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Rock Private Office
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Posts : 132
Join date : 2013-06-23
Age : 55
Location : Shanghai

http://www.rockprivateoffice.com

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Why Us?

Post by Rock Private Office on Fri Jul 05, 2013 2:38 pm

If your personal and financial arrangements cross international boundaries, then maximising your opportunity is our focus.

We do not accept commissions or other hidden incentives, ensuring that our best interests are always fully aligned with yours. The value we offer you is grounded in the integrity of our judgment, the quality of research and advice, you can expect to receive from us, and the creative holistic solutions we tailor to your individual needs.

We offer international perspective encompassing strategic planning, tax advice, and offshore investment. This is the focus of our specialism, expertise and experience. Placed at the centre of your financial arrangements, we can ease the administrative hassles of managing your money.

Peter Murphy - CEO

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Rock Private Office
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Posts : 132
Join date : 2013-06-23
Age : 55
Location : Shanghai

http://www.rockprivateoffice.com

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