Global families and their private investment offices
Global families and their private investment offices
Global Expertise, Local Trust
We understand that global families seeking to build and manage wealth in Australia require trusted advisers with deep local expertise and a global perspective. Our team is uniquely positioned to provide comprehensive support, combining intimate knowledge of the Australian market with extensive experience in global wealth management.
We offer tailored strategies that address the complexities of cross-border investments, tax planning, and regulatory compliance, ensuring that our clients’ wealth is not only preserved but also thrives across generations.
This synergy of global expertise and local trust guarantees our clients receive personalised advice with the benefits of international scale.
What We Do
What We Do
At Linara, we specialise in delivering tailored wealth solutions for Chinese families through our dedicated, bilingual team. Our approach is built on trust and personalisation, ensuring bespoke portfolios that meet the unique investment goals of our high-net-worth clients.
We offer traditional financial products, customised multi-asset and equity portfolios, and innovative structured product solutions. Our team can simplify complex issues related to family succession, financial planning, and investment solutions.
关于我们
Linara中国办公室是一个专业的双语团队，为我们的高净值中国家庭提供投资和财富管理需求。我们致力于与客户建立长期且持久的个人合作关系，并提供量身定制的投资组合，以满足客户独特的投资目标。我们提供传统的金融产品，定制的多资产和股票投资组合，以及创新的结构性产品解决方案。我们的团队也擅长就与家族继承、财务规划和投资方案中可能遇上的复杂问题提供简洁、高效的处理方案。
Steven Luo
“I understand the needs of Chinese families can vary considerably and I am excited by the incredible range of ways Linara can help my clients across their businesses, investments and strategic planning needs.” “我明白各中国家庭的需求可能会有很大的差异，但我对Linara能够提供多种方式以协助我的客户满足他们的业务、投资和战略规划需求感到兴奋。”
Why We Are Different
Why We Are Different
The team is the gateway to the broader Linara network. On the investment front, we connect our clients to the resources of our global private banking partners, top-tier investment banks and fund managers. Additionally for those entrepreneurial families, we can help them grow the value of their family business by managing their relationships with our branding, technology, and strategy & deals capabilities.