Financial Advisory Services

Lycos Asset Management Inc’s financial advisor team consists of highly qualified professionals: a mathematician and CFA, an engineer and MBA, an MBA and RFP and a lawyer and CFP. A wealth of experience and expertise enables the agency to provide comprehensive services and detailed financial plans.

The roles undertaken by the financial advisor are:

1. Manage client’s portfolio

2. Include other asset classes in the client’s portfolio, such as private equity, private debt, real estate, etc.

3. Handling inheritances, optimal tax treatment, repayment of the non-deductible debt, investments, etc.

4. Charitable giving and potential foundations.

5. Family trusts and holding companies.

财务咨询服务

Lycos Asset Management Inc 的财务顾问团队由高素质的专业人士组成：一名数学家和 CFA，一名工程师和 MBA，一名 MBA 和 RFP，以及一名律师和 CFP。丰富的经验和专业知识使该机构能够提供全面的服务和详细的财务计划。

财务顾问承担的角色有：

1. 管理客户的投资组合

2. 在客户的投资组合中加入其他资产类别，例如私募股权、私募债权、房地产等。

3. 处理遗产、优化税务处理、偿还不可抵扣的债务、投资等。

4. 慈善捐赠和潜在基金会。

5. 家族信托和控股公司。

Financial Planning with Lycos Asset Management

A financial plan should include some or all of the following components:

1. Balance Sheet Projections (Assets and Liabilities – Net Worth)

2. Cash Flow Projections

3. Retirement Planning

4. Special Goals (like college, charity)

5. Family Security and Insurance Requirements

6. Tax Minimization (Tax Planning)

7. Wealth Transition / Estate Planning

8. Business Succession Planning

official website: https://lycosasset.com/

Lycos Asset Management 的财务规划

财务计划应包括以下部分或全部组成部分：

1. 资产负债表预测（资产和负债——净值）

2. 现金流量预测

3. 退休计划

4. 特殊目标（如大学、慈善）

5. 家庭安全和保险要求

6. 税收最小化（税收筹划）

7. 财富转型/遗产规划

8. 业务继任计划

官方网站：https://lycosasset.com/