Background

▉ Graduated from UC Davis and UC Berkeley.

▉ During in the United States, he worked for Merrill Lynch's First Vice President Team which provided professional wealth management, asset allocation and tax planning services for high net worth individuals.

▉ Since 2003, he has been engaged in provide a global asset allocation program for high net worth investors and their families in the offshore region in compliance with the Asian regulatory framework.

▉ In 2008 he founded the Nautilus Family Office.

▉ Deputy Director of the Hong Kong Family Office Professional Committee.

▉ The Nautilus Family Office has been hired by a number of banks, law firms and other organizations as a team of overseas asset management experts.

Background

▉ More than 10 years in finance and 8 years of front-line experience in private bank. Specialized in various financial instruments, certified investment advisor, managing assets over 150 million dollars.

▉ Engaged in the offshore business since 2013 and joined the Nautilus Family Office at 2015.

▉ Responsible for global asset management of ultra-high net worth individuals and families in Asia, and provide overall executable services on the basis of investors' standpoint and combined with tax, law and finance.

Background

▉ Over 10 years of working experience in finance, and 5 years of experience in consulting firm.

▉ Responsible for product management and market research after joined the Nautilus Family Office.

▉ Professional at data analysis, product development and operating management and provide data analysis report for high net asset investors.

Background

▉ Responsible for the citizenship application and tax return.

▉ Over 10 years of experience in citizenship application, assisting thousands of investors to finish the application processes. Familiar with immigration policies and investment projects in the United States, Australia, Europe and other countries.

▉ Providing landing services for new immigrant families in the United States and the U.S. tax planning and declaration details.

Background

▉ Dennis Doss is well versed in all aspects of mortgage finance, from the entities that operate and finance real estate to the professionals who finance real estate. He is a frequent lecturer on mortgage related issues, including consumer credit, commercial credit, mortgage backed securities, private money lending and lending compliance.

▉ Dennis has been a private money mortgage lawyer since 1978 and counts many of the top private or hard money mortgage lenders as his clients.

▉ Dennis also taught corporate law for 15 years at the University of California at Irvine-Extension. He has served as counsel to litigation committees in corporate derivative actions.

▉ Dennis served on the Real Finance Advisory subcommittee of the California Department of Real Estate and is the co-author of its primary borrower disclosure form RE 883, Mortgage Loan Disclosure Statement, used by private money mortgage lenders.

Background

▉ David has more than 10 years of tax and accounting experience. He focuses on serving the specialized needs of clients in the mortgage pool and real estate sectors, and he has deep expertise in pass-through entities and individual taxation.

▉ David is a member of the California Society of CPAs and the American Institute of CPAs. He earned a BA in business economics from the University of California, Santa Barbara.

Background

▉ Christine Lo has been working with individuals and corporations in the accounting and tax area for more than 15 years in the Bay area. She had her MBA in finance at SUNY, Buffalo and MS in accountancy degree.

▉ Christine Lo has an IRS Certified Acceptance Agent (CAA) designated by the IRS and is professionally authorized by the IRS to apply and file ITIN tax Numbers for U.S. tax residents and non-tax residents.

▉ Nautilus Family Office is headquartered in Shanghai, and its Shanghai headquarter is mainly responsible for strategic deployment, product risk management and overall plan development for high net worth investors.

▉ The team members boast rich experience in financial and related industries, and thanks to their thoughtfully and deeply understanding the needs of the high net worth investors in China, they can design wealth management plans tailored to different needs of these investors.