TOTAL NET WORTH
Consolidated across Taiwan, US and Singapore (base: USD).
LAST SYNC
2025-11-28 · 23:17
Bank-grade encryptionLIQUID ASSETS
$1.42M (cash + public markets)
REAL ASSETS
$1.88M (property)
STRUCTURES
3 entities (trusts / companies)
FAMILY SNAPSHOT
Real-timeNo data is shared with banks or tax authorities without your consent.
GEO-ASSET MAP
Where your assets sit today.
RISK & ALLOCATION
Asset mix & FX sensitivity in one view.
ALLOCATION
Balanced
FX IMPACT (TWD vs USD)
Estimated change in total net worth for a ±1% move in TWD.
1% TWD move ≈ $28k USD impact.
RISK NOTES
- Public markets concentration within target band (45–55%).
- Single-country exposure to Taiwan under internal 40% cap.
- Liquidity ratio above 12 months of family spending.
COMPLIANCE TIMELINE
Upcoming tax and reporting checkpoints.
Due: 2026-05-31
Includes global income, subject to AMT.
Due: 2026-04-15 (auto extension)
Foreign balances > $10,000 aggregated.
Aligned with US individual return
Threshold based on residency & filing status.
Internal checkpoint · Q4 2026
Rebalance & update beneficiaries as needed.
CROSS-BORDER WEALTH OS
The OS for your Cross-border Wealth.
Automated FATCA compliance. Real-time net worth tracking. AI insights for global families.
Compliance Risk Screener
Tax Status
Residence
Asset Types
請至少勾選一項資產類型 / Please select at least one asset type.
Assets (TWD / USD)
No sign-up for first scan · Takes about 60 seconds
Built for globally mobile families
See your global balance sheet in one place.
Taimic helps you stop guessing and finally see how your Taiwan, US and offshore assets fit together — with compliance risks surfaced automatically.
Global View
整合台美與多國資產,統一以單一幣別呈現市值與資產配置, 並自動套用實時匯率,讓你一眼看懂整體淨值結構。
Compliance Radar
自動化 FATCA / FBAR / CRS 風險檢測,追蹤關鍵門檻與餘額, 讓稅務不再憑印象,而是有數據、有提醒、有脈絡。
AI Insights
針對你實際持有的部位,提供 AI 驅動的稅務風險提示、 資產集中度分析與情境模擬,幫你提前看見問題與機會。
Stop living in spreadsheets
Stop managing your millions in spreadsheets.
Bring your Taiwan, US and offshore assets回到同一個畫面, 讓 Taimic 幫你處理匯率、稅務門檻與結構風險,你只需要專心做決策。
Start Taimic for free.
Whether you’re just mapping your global balance sheet or preparing for FATCA / CRS, pick a plan that grows with your cross-border life.
Starter
For trying Taimic with a small cross-border portfolio.
- Up to 3 brokerage / bank accounts
- Basic global net-worth dashboard
- Single-currency view (USD or TWD)
Pro
Most popularFor globally mobile families who want full visibility across countries and currencies.
Billed annually as $290 when yearly is selected.
- Unlimited accounts across multiple countries
- Multi-currency consolidated net-worth & performance
- FATCA / FBAR / CRS threshold monitoring
- Basic inheritance & “what-if” simulations
- Email support with cross-border specialists
Family Office
For families working with tax / legal advisors who need deeper structure & export.
Billed annually as $790 when yearly is selected.
- Everything in Pro
- Advanced entity / trust / beneficiary mapping
- Downloadable reports for accountants & lawyers
- Dedicated onboarding & priority support
About Taimic
Taimic is an AI-enabled cross-border wealth and legacy management platform built for globally mobile families. We help you bring assets held in multiple countries back into a single view, reduce compliance risk under complex tax regimes, and think ahead about how your wealth will be structured and shared.
Taimic 是一個專為跨國移動家庭打造、結合 AI 的跨境資產與傳承管理平台。
我們協助在多國生活、工作與投資的家庭,把分散在不同國家的資產拉回同一個畫面, 降低複雜稅制帶來的合規風險,同時提早思考財富要如何被規劃與分配, 讓您不需要再每天沉在 Excel、截圖與人工換匯計算裡。
對很多跨境家庭來說,真正的問題不是「有沒有在投資」,而是:
「我到底有多少資產、分散在哪裡、風險和稅務長什麼樣子?」
我們在解決的問題
對很多跨境家庭來說,真實的生活其實長這樣:
- 券商帳戶在一個國家,退休金與保單在另一個國家,房產又在第三個地方。
- 現金、定存、基金、ETF 散落在不同銀行與平台,幣別也都不一樣。
- 只要想回答「我到底值多少?」或「會不會踩到 FATCA/FBAR/CRS 的門檻?」就得自己打開 Excel、下載對帳單、查歷史匯率,慢慢一格一格對。
- 一旦家裡有人發生意外,其他成員往往連有哪些跨國資產都不知道,更別說怎麼申請、怎麼被課稅與怎麼分配。
市面上的工具大多只處理其中一小塊:
- 匯款 App 只管「錢怎麼從 A 到 B」。
- 記帳 App 只管「你花了多少」。
- 有些服務只做單一國家的投資或線上遺囑。
真正把「跨境資產+合規風險+傳承規劃」當成同一個系統在處理的產品,幾乎不存在。 Taimic 想做的,就是填補這塊被忽略、但對您至關重要的空白。
我們怎麼做(產品核心)
Taimic 的核心,是一個結合多國資產整合、合規風險分析以及 AI 洞察的平台。 我們目前聚焦三個方向:
1. 跨國資產整合(Consolidated Multi-Country View)
- 整合不同國家的券商帳戶、現金、保單與房產到同一個儀表板 (Dashboard)。
- 以統一的幣別與視角呈現市值、成本、損益、資產配置與集中度。
- 讓使用者不再只看「單一平台損益」,而是真正看懂「整體結構」。
2. 合規風險與結構分析(Compliance & Risk Analytics)
- 追蹤 FATCA/FBAR/CRS 相關門檻與關鍵餘額。
- 分析國家別、資產類別、產業與單一標的的曝險程度,幫你看出「資產壓在哪裡」。
- 讓稅務與風險不再是憑感覺的擔憂,而是清晰的數據。
3. AI 賦能的財富洞察(AI-Driven Insights)
- 利用 AI 針對您的實際持有部位,整理相關的法規更新、稅務重點與情境模擬。
- 從「如果我明天突然不在了,資產會怎麼流動?」到「現在這種資產結構對家人公平嗎?」都可以先在系統裡演練。
- 我們的目標,是讓您在走進會計師或律師事務所之前,就已經搞懂現況、準備好要問的關鍵問題。
Taimic 適合誰?
Taimic 是為那些「同時活在兩個以上制度裡」的人設計的:
- 長期在兩個以上國家之間生活、工作或退休的家庭。
- 同時持有多國資產(證券、保單、房產、現金),但覺得一切非常分散的人。
- 知道自己應該關心 FATCA/FBAR/CRS/遺產稅等議題,卻沒有時間、工具或精力每年重算一次的人。
- 想從「只看單一券商損益」進化到「理解整體跨境資產配置與風險結構」的自主人。
如果您心裡曾經浮現過:「我知道該看整體資產跟風險,但我太忙,又沒有好工具。」那麼 Taimic 就是為您而做的。
我們相信的未來
我們相信,跨境家庭值得比現在更好的選擇:
- 不該只有超高淨值客戶,才拿得到 Family Office 等級的報表。
- 不該只有機構投資人,才用得起高規格的風險與結構分析工具。
- 也不該必須自己東拼西湊資料、到處詢問,才有辦法搞懂自己的跨國資產會怎麼被課稅、最後會怎麼被處理和分配。
所以,Taimic 的長期目標是:
- 讓跨國資產管理變得直覺、透明、可視化。
- 讓 AI 成為您的財務輔助大腦,而不是黑箱。
- 讓更多跨境家庭,在全球市場與多國制度之間,能用更聰明、更冷靜的方式管理與分配自己的資產,而不是只被新聞、情緒或恐懼推著走。
現在的我們與下一步
我們從幾條「跨境複雜度最高」的走廊開始,例如亞洲與北美之間的家庭——那裡同時存在高資產密度、嚴格稅制與真實的資產分配需求。
從第一天開始,我們就沒有把產品綁死在特定國家組合,而是設計成一套可擴展的跨境架構: 不論是亞洲 ↔ 北美、歐洲 ↔ 亞洲,或是其他組合,都可以被納入同一套邏輯之中。
接下來,我們會依據實際使用者案例與需求,逐步加入:
- 更細緻的資產分類與視覺化工具
- 對特定市場與跨境走廊的深度支援模組
- 與專業顧問(會計師/律師)的串接與轉介機制
我們希望成為那個讓您「先看懂自己狀況、問對問題,再走進會議室」的核心平台。
如果您也相信,看懂自己的全球資產,是邁向財務安全與長期資產規劃的第一步, 歡迎加入 Taimic,拿回您對全球財富的掌控權。
Taimic is an AI-enabled cross-border wealth and legacy management platform built for globally mobile families.
We help families who live, work and invest across multiple countries bring their scattered assets back into a single view, reduce compliance risk under complex tax regimes, and think ahead about how their wealth will be structured and shared – without spending every day inside Excel, screenshots and manual FX calculations.
For many cross-border families, the real question isn’t “am I investing enough?” but:
“How much do I actually have, where is it scattered, and what do my risks and tax exposure really look like?”
The problem we are solving
In reality, life for a cross-border family often looks like this:
- Brokerage accounts in one country, pensions and policies in another, property in a third.
- Cash, time deposits, funds and ETFs spread across banks and platforms, all in different currencies.
- To answer “what am I actually worth?” or “will I trigger FATCA / FBAR / CRS thresholds?” you have to open Excel, download statements, look up historical FX and reconcile line by line.
- If something happens to one family member, the others may not even know what cross-border assets exist, let alone how they will be taxed or distributed.
Most tools on the market only solve a small slice of this:
- Remittance apps only care about “how money moves from A to B”.
- Budgeting apps only care about “how much you spent”.
- Some services cover a single-country brokerage view or an online will.
A product that truly treats “cross-border assets + compliance risk + legacy planning” as one integrated system almost doesn’t exist. Taimic aims to fill this overlooked but critical gap.
How we do it – product core
At its core, Taimic combines multi-country asset consolidation, compliance & risk analytics, and AI-driven insights. We currently focus on three areas:
1. Consolidated multi-country view
- Bring brokerage accounts, cash, insurance and property from different jurisdictions into one dashboard.
- Show market value, cost basis, P&L, allocation and concentration using a single base currency.
- Shift the view from “single platform P&L” to truly understanding your “overall structure”.
2. Compliance & risk analytics
- Track thresholds and key balances related to FATCA, FBAR and CRS.
- Analyze exposure by country, asset class, sector and single name to show where risk is concentrated.
- Turn tax and risk from a vague worry into clear, data-driven insight.
3. AI-driven wealth insights
- Use AI to map your actual holdings to relevant rule changes, tax issues and scenario simulations.
- Explore questions from “If I suddenly weren’t here tomorrow, how would assets flow?” to “Is this structure fair for my family?” before you walk into a professional’s office.
- Our goal is that you already understand your position and know what to ask before meeting your advisors.
Who Taimic is for
Taimic is built for people who effectively live inside more than one system at the same time:
- Families living, working or retiring long-term across two or more countries.
- People holding multi-country assets (securities, policies, property, cash) but feeling everything is fragmented.
- Those who know they should care about FATCA / FBAR / CRS / estate tax, but lack the time, tools or energy to recalculate everything every year.
- Self-directed investors who want to move from “single broker P&L” to “full cross-border structure & risk view”.
If you’ve ever thought, “I know I should look at the whole picture, but I’m too busy and have no good tools,” then Taimic is built for you.
The future we believe in
We believe cross-border families deserve better options than what exists today:
- Family Office-level reporting shouldn’t be limited only to ultra high-net-worth clients.
- Institutional-grade risk and structure analytics shouldn’t be reserved just for large institutions.
- You shouldn’t have to stitch together data and ask around everywhere just to understand how your cross-border assets will be taxed, processed and eventually distributed.
So our long-term goals for Taimic are:
- Make cross-border asset management intuitive, transparent and visual.
- Let AI act as an assistive financial brain – not a black box.
- Help more cross-border families manage and allocate wealth calmly and intelligently across markets and regimes, instead of being pushed around only by headlines, emotions or fear.
Where we are now & what’s next
We started with some of the highest-complexity corridors, such as families moving between Asia and North America – regions that combine high asset density, strict tax rules and real inter-generational transfer needs.
From day one, we have not locked the product to any single country pair. Instead, we designed an extensible cross-border framework where Asia ↔ North America, Europe ↔ Asia and other combinations can all be modeled under the same logic.
Next, based on real user cases and needs, we will gradually add:
- More granular asset classifications and visualization tools
- Deep support modules for specific markets and cross-border corridors
- Integration and referral workflows with professional advisors (accountants / lawyers)
We aim to be the core platform that lets you understand your situation first, ask better questions, and then walk into the meeting room.
If you also believe that understanding your global assets is the first step toward financial security and long-term planning, we’d love for you to join Taimic and take back control of your global wealth.
Unlock your asset insights.
Sign in to see your full cross-border reports, tax thresholds and AI insights — all based on your real holdings, not just demo data.
- Consolidated Taiwan + global positions in one private report room.
- FATCA / FBAR / CRS threshold tracking and risk flags.
- Scenario views for your family, legacy and cross-border structure.
Reports are only available to logged-in Taimic users to protect your privacy.
解鎖你的跨境資產視角。
登入後即可查看你的完整報表、跨國門檻追蹤與 AI 洞察 —— 所有內容都建立在你真實持有的資產結構上,而不是示意數字。
- 把台灣+海外資產拉回同一個「私人報表室」。
- 追蹤 FATCA/FBAR/CRS 等關鍵門檻與風險標記。
- 針對家人與資產傳承做情境試算與結構檢視。
為保障你的隱私,報表僅提供登入用戶查看,不會對外公開。