Lagen Investment Reports the Effects of Charitable Planning Consultancy

Top Quote Lagen Investment’s customers are increasingly open to getting involved in charitable acts as long as they are engaged in charitable planning - End Quote
  • (1888PressRelease) November 16, 2022 - Lagen Investment, a global provider of advanced investment strategies and asset management solutions to forward-thinking investors, with an emphasis on delivering quality and excellence in all aspects of performance, today released the results of a study in a standard form that will be provided to clients together with additional information on the benefits of charitable engagement.

    According to the survey, incorporating charitable budgeting within a comprehensive financial strategy helps people obtain efficient financial planning and encourages them to reach more business exposure among other activities. The study also found that charity planning counseling benefits both advisors and clients, specifically when charitable contributions are included in a client's overall list of business development strategies.

    “For the majority of Lagen Investment’s clients, charitable giving is a major concern. Offering oversight in this domain allows customers to maximize their charity involvement while also strengthening our relationship with them. This is an important strategy for our company to create a difference in the industry”, said Gao Hai Rong, Managing Director of Lagen Investment.

    Leveraging assets to increase charitable contributions is an important income redistribution technique. Donating to a public charity allows investors to avoid capital gains taxes and receive a market value benefit at the time of donation. “Basic methods like assisting customers in understanding the advantages of an efficiently managed portfolio can help Lagen Investment’s clients have a greater financial philanthropic contribution while also showcasing an advisor's professional capabilities,” added Gao Hai Rong.

    About Lagen Investment is a leading asset management company that provides a wide range of financial solutions comprising guidance, development, and investment strategies. Proprietary research, a collaborative culture, and a great deal of experience define our insights into innovative investing and wealth preservation. We conduct in-depth, on-the-ground fundamental analysis to find the most compelling opportunities with portfolios that are significantly different from benchmarks. From a long-term perspective, our continuous focus, discipline, and track record have been proven in a variety of market cycles. Our open work environment embodies our collaboration and teamwork, fostering openness and diversity of thought that shape optimal decision-making. Lagen Investment strives to align the fundamental disciplines of the company’s investment philosophy with the individual needs of our clients regarding the growth and preservation of their wealth.


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