BOZE family office (FO) founded in 2009 with registered capital of RMB 300 million, manages owned assets worth of over RMB 4 billion. The FO has its headquarter in Beijing and foreign investment subsidiaries in Hong Kong. BOZE was founded to handle asset management and wealth succession for a single wealthy family. Over the years, BOZE has been working on improving every function of a FO and now is a comprehensive leading FO in China conceiving global perspectives. BOZE will continue to provide more families with access to its services and develop into an authentic domestic private MFO.

With a highly professional asset management team, BOZE allocates assets throughout primary and secondary markets in both China and other countries. Featuring investments in pharmaceuticals, consumer goods and TMT sectors, BOZE has constructed a product portfolio including equity investments in China and overseas markets, alternative investments, fixed income investments, customized investments and more. BOZE utilizes a meticulous investment management strategy and strict risk control system, guided by the asset allocation philosophy of safety, stability and low correlation, and the strategy of seeking balance and diversification with featured pharmaceuticals. From an independent, objective and professional perspective, BOZE has provided highly customized asset allocation solutions for wealthy families. As a practitioner of long-term fundamental value investment philosophy, Boze emphasizes the investment strategies around the circle of competence, fundamental research in-depth, long-term view, value investment, and high return-risk ratio.

BOZE proactively explores comprehensive functions of a FO such as family governance (family constitution and inheritance research), wealth protection (structure and tools) and family succession (successor education, family charity and quality life) and carefully carries out applicable methods. BOZE has already formed a unique FO business ecosystem.

In line with values such as a people-oriented approach, innovation, constant improvement and stronger families for a stronger nation, BOZE devotes itself to combining western advanced wealth management ideas with Chinese culture to become the pioneer in Chinese private MFO during the times of industrial transformation and upgrading and keep in tune with the changes of society and the market. BOZE will serve more high-net-worth individuals and wealthy families concerning systematic wealth protection, management and succession solutions, and instruct wealthy families to break the curse of “clogs to clogs in three generations.” BOZE will assist wealthy families pass their honor and wealth to future generations. May families and businesses prosper throughout the ages!