Financial Diagnostics for HNW Individuals
A structured review of assets, liabilities, ownership, tax exposure, reporting obligations and liquidity priorities before major decisions are made.
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AURUM NEXUS ADVISORY
aurumnexus-advisory
财税有衡，财富致远
Clarity. Balance. Legacy.
Senior-led financial and tax advisory for high-net-worth individuals, families, founders and internationally active SMEs facing wealth, tax, capital and cross-border structuring decisions.
Service Scope
Clarity, balance and legacy for consequential decisions.
We combine financial diagnosis, tax judgment and cross-border coordination so clients can act with a clear view of exposure, options and next steps.
View private wealth diagnosisWealth Planning and Family Asset Structuring
Planning support for long-term wealth objectives, succession, family governance, asset allocation and advisor coordination.
Tax Compliance and Cross-Border Tax Advisory
Advisory on tax residency, reporting readiness, treaty questions, entity substance and documentation quality across jurisdictions.
Cross-Border Capital and Entity Structuring
Guidance on capital movement, entity design, ownership structures, banking requirements and tax implications for global decisions.
Finance and Tax Advisory for SMEs
Finance and tax clarity for founder-led businesses preparing for expansion, financing, restructuring, sale readiness or cross-border operations.
Methodology
A disciplined sequence for decisions that must withstand scrutiny.
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01
Diagnose
Clarify objectives, risks, obligations and realities across jurisdictions, assets, entities and stakeholders.
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02
Design
Develop planning alternatives that align tax efficiency, compliance readiness, capital movement and long-term goals.
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03
Coordinate
Work with legal, tax, banking, audit and corporate teams so the plan can operate smoothly and stand up to review.
Client situations
When clients come to us
- Relocation or tax residency change
- Business sale, financing or liquidity event
- Family wealth governance and asset planning
- Cross-border entity or holding structure change
- Tax audit, reporting or documentation exposure
- Capital movement and banking compliance requirements
Advisory fit
Built for decisions where the cost of ambiguity is high.
Best fit clients
Individuals and businesses with multiple jurisdictions, changing residency, complex asset ownership, tax reporting exposure or upcoming liquidity events.
Typical deliverables
Financial diagnostic memo, exposure map, planning alternatives, implementation roadmap, advisor coordination brief and executive decision summary.
Engagement boundaries
We provide strategic financial and tax advisory. Legal opinions, investment management, audit opinions and regulated filings remain with licensed specialists.
Insights
Professional insights for wealth, tax and cross-border decisions.
Cross-border wealth diagnosis: key reviews before tax or capital decisions
A practical guide to assets, liabilities, residency, reporting, liquidity and entity structure questions before relocation, a business sale or family planning event.
Aurum Learning
Practical courses for clients who want to understand the decision before the meeting.
Listen to short briefings on wealth diagnosis, tax residency, cross-border reporting and finance controls before a formal advisory engagement.
Enter the learning center
Financial diagnosis
Tax residency
Cross-border reporting
SME finance controls
FAQ
Clear answers to common advisory questions.
Who is AURUM NEXUS ADVISORY best suited for?
AURUM NEXUS ADVISORY is designed for high-net-worth individuals, families, founders and small-to-mid-sized businesses facing complex financial, tax, residency, capital movement or cross-border planning decisions.
What does a financial diagnosis include?
A financial diagnosis reviews assets, liabilities, entity structures, tax exposures, reporting obligations, liquidity needs and decision priorities to identify risks, inefficiencies and planning opportunities.
Does AURUM NEXUS ADVISORY replace legal, banking or audit teams?
No. We provide independent financial and tax advisory and coordinate with legal, banking, accounting and corporate teams where specialist implementation or regulated advice is required.
Can the advisory work support international business owners?
Yes. We support founder-led and internationally active businesses on finance, tax exposure, reporting readiness, capital planning and cross-border coordination.
Credibility
Quiet expertise, senior attention and confidential execution.
Engagements are confidential, partner-led and coordinated with the legal, banking, accounting and corporate teams clients already rely on.
Private clients and family offices
Founder-led businesses
Cross-border tax and reporting
Partners
Advisory led by named professionals.
Clients work directly with the people responsible for the diagnosis, planning logic and coordination standard.
Contact
Start with a confidential conversation.
Share the decision, exposure or opportunity you are evaluating. We will respond with an appropriate next step and, where needed, a recommended coordination path.
Email: caoxuejiao@jinxinhengyue.cn
zhangyao@jinxinhengyue.cn
Mobile: 18501023306 / 13426089344