傳鈺資產管理顧問有限公司
Update：2026/11/10
Industries
Main Industry
Professional Services
Main Product/Service
傳鈺資產管理顧問有限公司 provides comprehensive asset management and rights protection services, which are mainly divided into three major categories: Will Planning Projects, Protection Contract Services, and Additional Services. Will Planning includes financial planning, retrieval and verification of property rights, audio-visual storage, and more; Protection Contract Services cover care-oriented voluntary guardianship contracts and elderly care trust contracts, as well as rights-verification-type consumer loan contracts, real estate lease contracts, nominee registration contracts, gift contracts, and conditional gift contracts, among others. Additional Services include professional consultations such as legal litigation, professional consultations with CFP/AFP financial planners, professional real estate consultations, tax and transfer processing for companies and shares, witness selection services, Advance Care Planning (ACP), grief counseling for the loss of loved ones, and funeral etiquette and arrangement consultations. The service process adopts a complete planning and execution model, starting from legal...
The content above was translated by Ai
Founded Year
2023
Unified Business No.
89113479
Status
Active
Number of Employees
0
Total capital
3,000,000 (NT$)
Location of Company
Taiwan
, Taipei City
Company names, registration status, legal representatives, founding years, paid-in capital, registered addresses, and other details are sourced from business registration records maintained by Taiwan’s Administration of Commerce, Ministry of Economic Affairs. Exit status includes Emerging Stock Board listings, M&A, and IPOs. Information on overseas expansion is self-reported by startups.
Note 1: FINDIT compiles company information from public and other sources for reference and does not serve as a point of contact for the companies listed.
Note 2: Some company profiles and product/service descriptions are translated using AI and provided for reference only. In case of discrepancies or ambiguity, the original text prevails.
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About the Company
傳鈺資產管理顧問有限公司 is a professional institution specializing in the protection of the rights and interests of older adults, with the mission of being the "Guardian of the Rights and Interests of Older Adults." 傳鈺資產管理顧問有限公司 is committed to the advance planning of wills and personal protection contracts, which not only safeguards clients' assets but also allows them to enjoy their later years with peace of mind and without worries. The company adopts an interdisciplinary integrated service model, where lawyers, financial planners, land administration agents, and accountants jointly participate in discussions, integrating the most comprehensive opinions to provide clients with the most complete and professional planning content. To prevent natural persons from being unable to execute due to personal factors, 傳鈺資產管理顧問有限公司 appoints professional lawyers to perform the duties of executors of wills, and utilizes programs to accurately calculate the due and protected shares of the estate, ensuring the professionalism and accuracy of the services.
The content above was translated by Ai
