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We work closely with you to understand your values, goals, and how you feel about risk. With clear understanding, we can review your current financial arrangements to ensure they best meet your requirements now, and for the future. This is an ongoing process. Learn More.
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Achieving financial security requires a proactive approach. Together, we develop a strategic plan encompassing cashflow, investment and tax mitigation. This is designed to deliver what you want now, while keeping an eye on your future goals, and retirement or repatriation. Learn More.
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We build bespoke personal investment portfolios, reflecting goals and timeframes identified and defined by you. We specialise in alternative, tax and cost effective offshore investments, designed to optimise your returns for any given location within any agreed timeframe. Learn More.
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Continual improvement, achievement, and success, through a process of diciplined action (not emotional reaction). We manage your investments, and keep your financial affairs legally compliant, wherever you reside. We ensure you are always informed, relaxed, and in control. Learn More.
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Environment
We strive to be an environmentaly aware business and are proud to say that this web server is 100% powered by wind.
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Community
We aim to make a difference in our
community through sponsorship, donation and volunteering. Investment is at the core of our business but we are not just talking about your money. You can read more about how we engage with our neigbours in Shanghai, here 
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Monthly Magazine
Subscribe to have your own copy of our cross-border financial planning magazine delivered directly to your inbox every month. Or read it online. It's free!
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Contact us
 147 8237 1084 (English)
135 0167 6137 (Chinese)
 reception@rockprivateoffice.com
We advise clients with cross-border financial and family ties in all aspects of wealth management and tax reduction. Our simple fee structure ensures that our best interests are fully aligned with yours. We offer you the first consultation at our expense. Book yours today, it's free!
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