Wealth Management & Succession Planning Association
Specializing in Trust, Fidicuary, Will, Family Office, Commercial Law & Succession Planning
Legitimate confidentiality of ownership
Protection against forced heirship laws
We are a wealth succession planning professional association with a presence in Hong Kong. We offer a multi-jurisdictional, integrated range of services including fiduciary, trust, will, banking and other wealth succession management services.
Our team comprises lawyers, accountants, trust specialists, legal and financial services professionals who have extensive experience in structuring and managing family wealth.
We focus on long-term relationships with our private clients and family offices, offering bespoke services. We are experienced in establishing single and multi family offices and in setting up various structures in multiple jurisdictions for holding significant assets under management. We strongly believe that the starting point for our client relationship is through a deep understanding of our client’s business and core business issues and priorities. We spend time to understand each client’s business and objectives and are able to shape solutions around our client’s requirements.
Benefiting from our independence, we are able to make timely decisions and maintain flexibility to meet the specific requirements of family members.
Our results orientated approach aims to find the optimum business and tax solution for our clients.
Our services include:
-Fiduciary, Trust and Foundation
-Will Services & Administration
-Wealth Succession Planning