- Wealth Inheritance Planning
- Tax Planning
- Asset Protection
- Trust Planning
- Cash Investment Management
- Secondary Market Investment
- Private Equity Investment -
- Alternative Investment
- Venture Capital Investment
- Family value Preservation
- Family Charter and Governance
- Family Well-being Building
- Corporate Social Responsibility
- Philanthropy
- Overseas Education
- Family Health Management
Different from traditional private banks,
securities and trust and investment institutions, LS does not act as a single product seller. Instead, it tailors its proprietary solutions to avoid the risks and losses caused by conflicts of interests with clients’ benefit.
As an independent and neutral financial
gatekeeper, LS concentrates on the interests of clients in order to better manage the wealth of the HNWI families. LS provides more flexibility in asset allocation.
LS has a team of professional consultants and investors. LS expertise covers investment, cash flow management, trust, insurance, corporate governance, philanthropy, education consulting
and public relationship, etc.
LS not only provides wealth appreciation andherit age services, but also focuses
on comprehensive family services to meet clients’ needs in public relations, philanthropy planning, next-generation education advisory, and health consulting.
LS, as a board member of Society of Family
Offices, builds a global network for HNWI
families to exchange views and experiences in investment, education and corporate management, etc. It offers UHNW families exclusive alternative investment opportunities.
LS views every client as a lifelong partner.
With an in-depth understanding and solid
relationship with he client’s family generations, LS supports the client’s family for lifelong business.
LS Family Office pursues stable capital growth with an emphasis on risk management while
generating above market returns.
Cash & short Trem Investment
Fixed Income
assets
Stock
Investment
Alternative Investments
DL strives towards delivering sustainable returns to investors
1 -
Alternative
Investment
2 - Fund of Hedge
Funds
3 - Fund of Private Equity
Funds
4 - Real Estate &
Special
Investment
Opportunities
5 - Co-Investment Fund
6 - Private Debt
Close relationships with global funds and investment professionals provide access to the best fund managers and scarce investment opportunities
Professional management team that excels at identifying opportunities, due diligence and risk management
Low correlation with the market, building a comprehensive portfolio for investors and effectively diversifying investment risks
Comprehensive Investment and Risk Assessment
| Single Fund Level | Portfolio Level | Macro Level |
|---|---|---|
| Comprehensive due diligence， including valuation methods, investment strategies, stop loss plans, volatility and liquidity control, team background, etc | Maintain investment diversification by monitoring liquidity risks, volatility and concentration | Continuous monitoring of global market risk |
| Maintain regular communication， obtain fund’s monthly reports and communicate with managers, discuss investment portfolio and risks, and discuss whether managers are able to implement the investment philosophy | Use market tools to manage liquidity risk | Analyze and monitor correlations across asset classes |
| Use the value-at-risk model to conduct stress tests ，to replace funds with poor performance |
Unique investment target selection process to create a successful investment portfolio
Initial selection : Establish a pool of funds according to
the investment strategy
Due diligence and screening : Comprehensive analysis and selection of high-quality funds
Selection : Further assessment to shortlist suitable fund
Invest : Voyage Fund
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