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Exclusive tailored services

A lifetime partner for business owners and sustainable family development

Total solution provider

We provide a full range of services including wealth management, corporate liquidity management and cross-border solutions for the specific needs of individuals, families and businesses.

E.Sun Professionals

Our teams of in-house product specialists, tax advisors, CPAs, lawyers, market researchers, trust specialists, real estate advisors and concierges, partnering with external CPA and law firms, provide comprehensive advices that you may need.

Market insights to help you grow

Financial needs analysis

Bespoke service process for you with deep understanding of your overall needs and expectations.

Wealth planning

Solutions tailor-made by experts of different fields, from asset allocation to legacy planning.

Solution execution

We combine internal and external resources to optimize asset allocation for your specific needs.

Portfolio management

Your assets are carefully protected and dynamically managed with rigorous reviews.

Family legacy planning

Dedicated team and service

  • Comprehensive consulting team
  • Development and execution of succession plans
  • Professional consulting service

Planning and inheritance

  • Family wealth structure planning
  • Inheritance plan consultation
  • Trust advisory and planning
  • Philanthropy consulting and arrangements

Customized solutions for corporate banking

Cross-border corporate financial services

  • Cross-border asset liquidity management
  • Group restructuring plan
  • Capital market services
  • Cross-border cash management

Enterprise sustainability

  • Business transformation advisory
  • ESG development
  • Create a sustainable future together

Exclusive presence

Dedicated Private Banking Centers in Taipei, New Taipei, Taichung, Kaohsiung.