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Complex Wealth Structuring.
We focus on serving HNW families and entrepreneurs, selecting the most favorable jurisdiction to isolate or protect in order to maximize their wealth.
Trust setup advisory
A trust protects your assets, ensures they are distributed as you intend, and can shield them from creditors. Our expert advisory service simplifies the setup process. We also specialize in using trusts for streamlined foreign property ownership, integrating Real Estate Investment Trusts (REITs) for global exposure without direct management. Secure your wealth and provide for your beneficiaries with our tailored, strategic guidance.
Asset oversight
Monitoring your wealth can be stressful and time-consuming. Our oversight service reduces this burden, freeing your time and attention for what matters most. We provide clarity and confidence by tracking your expenses and market trends, delivering clear reports on costs and your financial position. Let our experts guide you to peace of mind, helping you make confident decisions for your family’s financial future.
CFO retainer
Our CFO retainer service provides expert, part-time financial leadership without the full-time cost. Gain a strategic partner who manages your financial planning, cash flow, and risk, while offering insights to drive growth and profitability. We deliver clarity through key reporting and analysis, empowering you to make confident, data-driven decisions. Elevate your business's financial health and focus on what you do best, backed by professional oversight and tailored guidance.
Nominee services
Our nominee director and shareholder services protect your privacy and ensure regulatory compliance for your global holdings. We provide a discreet, legally sound solution that shields your identity while you retain full control. This allows you to navigate international complexities with confidence, manage assets seamlessly, and focus on your strategic goals without operational burdens. Secure, efficient, and tailored to your needs, our service is the key to discreet and compliant global wealth protection and isolation.
Family office setup on-boarding
Establishing a family office in Hong Kong is complex, requiring deep local expertise. Our dedicated onboarding service navigates the entire setup process—from structuring and regulatory compliance to implementing tailored governance and selecting the key talents for your wealth. We ensure a seamless foundation that aligns with your family’s values and legacy goals. Secure Hong Kong’s strategic advantages with a professionally established entity, giving you immediate control and operational clarity from day one.
Identity Planning
Identity Planning is the strategic foundation of global wealth protection. We optimize the legal status and tax residency of high-net-worth individuals and their families across jurisdictions like Hong Kong, the UAE, Turkiye, Caribbean, and Europe. This creates a personalized framework that defines tax obligations and jurisdictional reach, directly enhancing the efficiency of your trusts and assets. The result is significantly reduced tax exposure, strengthened asset protection, and greater global mobility—securing your legacy across generations.
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