Traditional asset management advisors often can’t provide long term service to clients due to job changes, health issues, family reasons, or age. Frequent advisor turnover makes it hard for clients’ financial habits to be maintained under the conventional asset management model. Moreover, typical users rarely have access to family financial planning services in traditional setups. Traditional asset management firms tend to focus more on product profits and the size of assets under management rather than tracking users’ investment habits or long term needs. They often overlook potential client needs like family wealth inheritance or education planning for children, leaving clients without consistent, personalized wealth management support over time.

The MK Ever Trust Advisor System is a personalized intelligent financial assistant designed exclusively for each user. It records and analyzes a user’s entire investment life-cycle, creating a unique personal investment profile and offering one on one customized services. The system supports real time conversations and develops tailored plans and strategies based on individual needs, covering asset management, education planning, and family wealth inheritance. Through an authorized sharing feature, it enables wealth transfer and optimized allocation across generations, allowing everyday users to truly achieve family wealth succession. Every user’s family can have a lifelong financial steward dedicated to their unique multi-generational legacy.