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Private Client Services.

Trust Advisory

A trust is a legal mechanism to protect assets: a third party (Trustee) holds and manages them for named beneficiaries. As the Settlor/Trustor, you may also be a beneficiary of the trust you set up.
 

Its main purposes are to ensure assets are distributed as you wish, shield them from potential lawsuits and creditors, and sometimes reduce inheritance or estate taxes.

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A trust requires accurate records maintenance and additional paperwork. However, it is considered as one of the best tools to protect your wealth and the next of kins, and shield your assets from any financial turbulence.

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Foreign Property Ownership with Real Estate Investment Trusts (REITs)

Our trust advisory services simplify foreign property ownership, navigating cross-border regulations, tax complexities, and asset protection. We structure trusts to streamline ownership, ensuring compliance while safeguarding your interests in global real estate.

 

Additionally, we integrate Real Estate Investment Trusts (REITs) into strategies—offering diversified exposure to foreign markets without direct property management burdens. Whether through direct holdings or REITs, our guidance aligns with your goals, balancing growth potential with risk mitigation, making international real estate ownership a strategic, hassle-free component of your wealth portfolio.

Asset Oversight

Managing your wealth can be stressful and time consuming.

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The goal of asset oversight is to reduce the energy demanded from you to manage your assets and to free up time and attention for essential activities. Our services empower you to navigate the world of assets with confidence, clarity, and peace of mind.

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Let our expert team guide you, so that you can say goodbye to decision fatigue.

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We help you stay on top of your finances by keeping track of recurring expenses and effortlessly following the latest market trends.

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Our report is a snapshot of cost as a percentage of investment along with a personal balance sheet, helping you make the best decision for your family’s future and healthy finances.

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Identity Planning 
Residency &​
Citizenship

Family trusts and identity planning are core complementary tools in wealth management for high-net-worth (HNW) families. The former involves the settler transferring assets to a trustee for management, holding wealth on behalf of beneficiaries, with the core goals of asset succession, risk isolation, and protection. The latter optimizes family members' legal statuses, tax residency locations, etc., to precisely align with their needs.

 

Identity planning establishes the operational framework for the trust regarding tax liabilities and jurisdictional scope, while the trust implements wealth objectives based on this framework. Their in-depth integration enhances the risk resilience of assets, significantly optimizes tax costs, breaks cross-border barriers to facilitate smooth intergenerational transfer, and supports the flexible mobility of global assets—serving as a key strategy to address multiple challenges such as tax, legal, and geopolitical issues, and safeguard the long-term preservation of wealth.

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We provide identity planning, residency, and citizenship consultation services in the following regions and countries:

  • Hong Kong

  • United Arab Emirates

  • Spain

  • Greece

  • Caribbean 

  • Turkiye

Family Office 
Setup 
Advisory

Our Hong Kong family office set-up advisory is tailored for high-net-worth families.
 
Leveraging deep expertise in Hong Kong’s regulatory framework and wealth management landscape, we deliver end-to-end support: designing compliant structures, guiding registration with local authorities (e.g., Companies Registry, IRD), and aligning set-up with your legacy goals.
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We also provide insights on tax optimization and initial wealth mapping. Our team streamlines complex procedures, ensuring timely, compliant establishment—laying a solid foundation for your family’s long-term wealth management and intergenerational succession.

Education

Studying overseas or in Hong Kong boosts global perspectives, hones cross-cultural skills, and offers top-tier academics. It fosters independence, expands networks, and equips learners for international careers, blending diverse experiences with academic rigour.

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Services Include:

  • School Placement

  • Academic Advisory

  • School Debentures

  • Sourcing Professionals for Extra Curricular Activities

  • Life Coaching

Insurance

Insurance is a highly effective way to manage risks that might undermine your lifestyle. Crafting an insurance portfolio that protects assets and ensures liquidity is key to wealth management. 

 

Our brokerage channels provides comprehensive insurance options for clients. We work for our clients, not insurers, to source the most suitable insurance products at the most competitive prices available in international markets.

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Our channels cover:

  • Jewellery

  • Artworks

  • Antiques

  • Classic Cars

  • Marine & Yacht

  • Private & Corporate Aircraft

  • Commercial 

  • Office

  • Corporate & Private Health/Medical

  • Life

  • Accident
     

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