About Taimic

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.