What can an in-depth diagnosis help you clarify?
Many customers initially ask me: Why should I contact you?
My answer is: because I will first conduct an in-depth diagnosis for you. Just like an architect surveys the terrain, understands the needs, and draws up blueprints before starting construction. Without blueprints, no matter how many bricks and tiles you have, you can't build a house.
It's not a casual chat, nor is it a one-off service. It's a complete, independent professional service. Like an architect giving you blueprints, you'll receive a "Preliminary Diagnosis and Prioritization Checklist for Family Succession." This plan clearly shows you where you are now, where you need to go next, and what you need to do now. Even if you don't continue to contact me, this plan still has its independent value.
1. Understand where you are standing right now.
Many families don't lack resources; they just lack someone to help them see the whole picture.
You may have a company, real estate, financial assets, immigration planning needs, anxieties about your children's education, and confusion about inheritance. But these issues are scattered among different people: lawyers handle the legal aspects, accountants handle the taxes, insurance brokers handle insurance, and immigration consultants handle residency. No one is there to put all of this into a single diagram from your perspective.
My job is to help you put everything into one diagram.
During the diagnosis, I will go through the process with you:
Your family structure, immigration status, and place of residence
Your asset classes and general distribution
Your career and company situation
Your succession goals and concerns
Your current arrangements and gaps
It allows you to see the complete picture of your family for the first time.
Second, figure out where you need to go next.
After understanding the whole picture, you also need to know the direction.
Many families aren't directionless; rather, they have too many directions, they're too scattered, or they've never sat down to seriously consider them. Wealth needs to be passed down, businesses need to be continued, children need to be raised, identities need to be planned, and family relationships need to be managed. Which to do first, which to postpone, and which to avoid at all—these aren't decisions that can be made on a whim.
I will take into account your family situation, asset structure, immigration status, and long-term goals to help you clarify your direction. I won't give you a standard answer, but rather help you determine: what is most important to you, what can be put aside for now, and which direction you should take next.
This section helps you move from "wanting everything" to "knowing what you need first".
3. Determine what you should do first.
Once you see the whole picture, many problems often emerge. But resources and time are limited, making it impossible to solve everything at once. I will help you identify which tasks are most urgent and which can be postponed.
It could be a tax reporting issue regarding Chinese company equity in the US. It could be the establishment of an education fund for children. It could be structural adjustments before changing residency status. It could be a communication mechanism among family members.
I will help you identify which things are most urgent and which can be put on hold. Then I will give you a "Preliminary Diagnosis and Priority Checklist for Family Succession" so that you know what to do first and what to do next in the next few months, who to contact for each step, and how to implement it.
This list will serve as your action guide for the next few months.
Who is this diagnosis suitable for?
High-net-worth families who have just obtained US citizenship or are preparing to immigrate to the United States
People who have companies, real estate, and financial assets in China and need cross-border structuring.
People who have started considering passing on their skills but don't know where to begin.
Surrounded by multiple professionals, yet no one stands up for you on a holistic level.
How do I begin?
If you wish to perform an in-depth diagnostic, you can follow these steps:
Contact me: Tell me you would like to make an appointment via our official WeChat account, email, or WeChat.
Confirm appointment: I will confirm the time with you and explain the follow-up arrangements.
Fill in simple information: I will send you a basic information form so you can prepare in advance.
In-depth interview: 60–90 minutes, online or offline.
Delivery Report: Within one week, you will receive the "Preliminary Diagnosis and Priority Checklist for Family Succession".
If you're ready, feel free to contact me anytime.
My job is to help you think through the overall picture of your family's succession, and then work with lawyers, accountants, and trust advisors to implement it.
An in-depth diagnosis is not the end. It is a beginning.
It lets you know where you are standing now, where you are roughly going, and what you should do first.
Didi Zhang | Top-Tier Designer for Family Heritage
Family Legacy Architect | Didi's Family Office
A brand of Didi Magic Place Inc.
Disclaimer: This article represents only the author's personal opinion and does not constitute legal, tax, investment, insurance, or immigration advice. Please consult a licensed professional for specific advice.
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