關於我們
我們的核心價值
在 Anico Capital，我們的價值觀體現東西方的和諧交融。 它們以誠信、文化理解與創新為根基，確保我們每個決策都能保護並賦能家族的跨世代繁榮。
Core Value Propositions
Our guiding principles are the foundation of trust and integrity. They reflect our commitment to doing what is right, preserving legacies, and honoring the values that define our families.
As a platform dedicated to wealth management and consulting for high-net-worth families, Anico provides one-stop services covering investment management, tax planning, legal consulting, and education planning, comprehensively safeguarding and growing family wealth.
Through a professional team and advanced IT systems, Anico delivers tailored services for each family, including dedicated account management, data security and privacy protection, as well as efficient one-stop service models that allow clients to focus on what matters most.
Anico leverages economies of scale and shared expertise to create value for multiple families, lowering costs through resource pooling, offering diversified investment opportunities, and providing access to institutional-level expertise and capabilities that are difficult for individual families to achieve alone.
Our Mission
Safeguard Wealth
We are committed to protecting your assets from volatility and risks, ensuring the security and stability of your financial blueprint.
Grow Assets
Through global investment strategies, we help you seize opportunities to achieve sustainable asset growth and diversified allocation.
Pass on the Family Legacy
Beyond financial inheritance, we emphasize the continuation of family values and spirit, nurturing the next generation to become stewards of family wealth.
Personalized, Professional, Customized
We provide tailored services to meet the unique needs of your family, creating a bespoke family office experience.
我們的願景
成為連結中國與加拿大高淨值家族的橋樑， 打造一個具備全球視野、在地洞察與跨代傳承力的卓越多家族辦公室平台。
以客戶為中心是我們的核心。 我們提供跨文化、跨地區、跨世代的家族服務， 為中北美高淨值家族建立一個長期、可持續、共同繁榮的平台。
Comprehensive Services and Professional Advantages
We believe people are at the heart of prosperity. By building strong relationships, fostering collaboration, and empowering future generations, we ensure wealth and wisdom endure.
Anico integrates investment management, tax planning, legal consulting, and education planning, providing comprehensive solutions for family wealth protection and growth.
Each client enjoys a dedicated account manager and customized services, ensuring data security and privacy, saving time, and filtering out irrelevant information - allowing clients to focus on what truly matters.
Through economies of scale and shared expertise, Anico provides families with cost optimization, diversified investment opportunities, and institutional-level professional advice to achieve steady asset growth.
核心價值主張
我們的指導原則是信任與誠信的基石， 體現我們堅持做正確的事、
守護家族傳承、並尊重定義家族價值的核心精神。
一站式財富管理
作為專為高淨值家族提供財富管理與諮詢的平台， Anico 提供涵蓋 投資管理、稅務規劃、法律諮詢、教育規劃 的一站式服務， 全面保護並推動家族財富的長期成長。
個人化服務體驗
借助專業團隊與先進 IT 系統， Anico 為每個家族提供高度客製化的服務： 包括 專屬客戶經理、資料安全與隱私保護、以及高效便捷的一體化服務模式， 讓客戶能夠專注於真正重要的事情。
多家族協同價值
透過規模經濟與共享專業能力， Anico 為多個家族創造更高價值： 降低成本、提供更廣泛的投資機會， 並讓家族獲得個人難以觸及的機構級專業能力與資源支持。
全面服務與專業優勢
我們始終相信：人是繁榮的核心。
透過建立穩固關係、促進協作、並賦能下一代，我們讓財富與智慧得以跨世代延續。
全維度財富管理
ANICO 以系統化方式整合 投資管理、稅務部署、法律架構與教育規劃， 打造覆蓋財富週期全階段的一體化解決方案，為家族的安全與成長提供穩固基礎。
專屬服務體驗
每個家族都配備專屬帳戶經理，並享有量身設計的服務方案。 我們以嚴格的資料安全與隱私保護為前提，提升管理效率，減少資訊負擔， 讓您將精力集中在更重要的策略與家族事務上。
多元化投資佈局
憑藉多家族協同帶來的規模效應與共享資源，ANICO 為客戶降低成本、拓寬資產類別， 同時提供機構級的專業洞察與投資把控，協助家族達到穩健增值。
家族辦公室架構
領導力與客戶關懷
由執行長負責整體策略方向並確保客戶滿意度。
法律與合規
確保家族及資產結構的法律合規與風險防護。
業務成長
顧問團隊協助家族企業拓展業務、佈置新市場。
家族辦公室管理
跨部門統籌，確保各項服務無縫銜接、有效率運作。
財務管理
由財務長負責預算、現金流量與財務報告的監督與管理。
教育與人才規劃
為家族成員提供教育規劃與人才培育路徑。
營運管理
負責家族活動、日常運作與專屬服務的協調。
Family Office Structure
Leadership & Client Care
CEO's role in guiding the office and ensuring client satisfaction
Financial Management
CFO's oversight of budgest, cash flow, and reporting
Legal & Compliance
Ensuring legal protection and compliance
Education & Talent Planning
Proividing educational guidance and talent developmentt
Business Growth
Consultants driving business expansion
Operations Management
Managing family events and daily services
Family Office Management
Coordingating across departments for seamless operations