Trust Services

  • Establishment and administration of trusts
  • Charitable Trust
  • Protector Services
  • Insurance Trust
  • Tax planning
  • Estate Planning
  • Succession Planning

Family Office Services

Our family office service helps families to structure their wealth and preserve it for future generations. We listen carefully to gain a deep understanding of the issues that they are facing and focus to provide maximum privacy and control over family wealth at the same time as creating an environment in which family members are well prepared for the inheritance of their assets.

Our Family Office Services include, but are not limited to, the following:

  • Analysis of family financial needs
  • Appropriate tax and estate planning advice
  • Assistance in trust establishment
  • Investment management and consolidated investment reporting
  • Provide Trustee Services for Trusts/Foundations so established
  • Provide Protector Services for Trusts/Foundations so established
  • Family business advisory services covering business optimization, business development, corporate succession planning.
  • Introduction of business opportunities, external resources, establishing a fully functional office in Hong Kong for newly established business venture
  • Arrange local staff and advice on human resources related matters
  • Advise centralized administration and compliance work for newly established business operations
  • Arrange suitable personal insurance for families and insurance for business ventures
With integrity and confidentiality, our advisory services include the selection of private banks and assets managers, facilitating the opening of bank accounts, monitor the performance of fund managers, maintain records for clients and undertake all regulatory and tax fillings where necessary.