Guiding the future, guarding your wealth
Company Introduction

MountCloud operates deeply within local markets, building on strengths in resource integration and professional collaboration to deliver sophisticated asset allocation and management advisory services for individuals, high-net-worth families, and enterprises. We provide fast and responsive support within local business communities while also bringing strong expertise in international investments and overseas regulatory practices—helping families achieve long-term wealth growth and legacy planning, and enabling enterprises to expand their business footprint with efficiency and precision.

The Chinese name of MountCloud embodies a continuous flow of opportunities and momentum, representing broad vision and insight into key market dynamics. It unites elite networks and professional expertise, serving as a bridge for collaboration and shared value creation.
With a long-term perspective and flexible strategies, we connect individuals, high-net-worth families, and corporations with cross-domain resources to achieve sustainable value growth. More than an asset consultant, MoundCloud is a trusted guardian and guide of wealth, journeying with clients toward a stable and enduring future.

Team
Introduction

MountCloud is built and managed by professionals from diverse backgrounds. With deep expertise and a proactive, approachable service philosophy, we deliver practical and meticulous full-spectrum support, ensuring the steady and efficient execution of the important responsibilities entrusted to us by families and enterprises.

    • Daniel Li
    • General Manager | Co-founding Member
    • Daniel Li
    • General Manager | Co-founding Member

    Daniel demonstrates a profound understanding of client needs, specialising in crafting comprehensive solutions from a holistic perspective. His approach balances immediate practical requirements with long-term objectives, covering wealth management, risk tolerance, and family legacy planning. Beyond providing financial advice, he empowers clients to find stability and peace of mind amidst complex decision-making processes.

    Professional Certifications & Honours
    • MDRT Top of the Table (TOT): 2020–2025 Consecutive Qualifier
    • FPAT Certification: Member of the Financial Planning Association of Taiwan; holds a professional background in CFP® (Certified Financial Planner) and AFP® (Associate Financial Planner).
    • CFP & AFP International Financial Planning Competition: Winner of the "People's Choice Award" (2022).
    • Cathay Financial Holdings Awards: "Cathay Star" Award (2017–2024), Top-Tier Financial Advisor (2019–2024), Ranked No. 1 in Wealth Management HRM, Southern Region (2024)
    • Lectureship & Professional Recognition: Lecturer for the Southern Region Transformation Programme (2020), Recipient of the "Excellent Lecturer Award" and "Model Employee" recognition.
    • Oscar Chen
    • Head of Finance | Co-founding Member
    • Oscar Chen
    • Head of Finance | Co-founding Member

    Oscar combines meticulous attention to detail with robust risk management capabilities, excelling at identifying latent risks and deploying precise strategic solutions. He focuses on optimising corporate operational structures and enhancing tax efficiency to ensure sustainable growth grounded in strict compliance. With extensive experience in cross-border corporate and legal advisory, Oscar specialises in equity planning, overseas incorporation, and cross-jurisdictional resource integration. He serves as a trusted, long-term partner for family enterprises navigating domestic and international expansion.

    Professional Experience & Achievements
    • Top Consultant in Taoyuan Region: Served 200+ corporate clients and generated over 30 million in revenue during tenure at a leading advisory firm.
    • Investment Structuring: Designed domestic and overseas frameworks for listed companies, optimising tax efficiency and investment costs.
    • Family Governance: Successfully implemented a 'Family Constitution' for a heritage enterprise in Kaohsiung, ensuring sustainable legacy succession.
    • Training & Seminars: Experienced in curating tax curricula and briefings, leveraging clear communication and follow-up strategies to drive robust corporate growth.
Experience and
achievements
  • 60
    Listed Companies & SMEs
    Beyond providing consultancy services, MountCloud acts as a platform architect. Leveraging our extensive experience, we deliver precise, sustainable, and comprehensive one-stop solutions for our clients.
  • 80
    Family Businesses & Large Enterprises Equity & Structure Optimisation
    We specialise in optimising equity structures for families and corporations, including pre-listing tax efficiency strategies and investment tax planning for major shareholders.
  • 2000
    Global Corporate Clients Wealth Management & Business Cooperation
    We empower enterprises and individuals by facilitating cross-border financial planning and delivering bespoke asset management solutions.