The image of happy families on a ferris wheel ride kept coming to mind when I was thinking about the business idea for the venture. The wheel revolves in a continuous loop, representing the cyclical nature of life filled with love and wellness. Family succession is like a Ferris wheel ride.
Vivian Li,
Founder & CEO
Family Centric
Attentive Service
Family succession, when done thoughtfully, is a wonderful way to help younger family members take over and manage the family's wealth with love and wisdom. It also provides them with support as they pursue their life goals. It's like a Ferris wheel ride that keeps going round and round, passing on wisdom and wealth from one generation to the next.—— 讓子孫懂得用愛和智慧，承接和善用家族的財富去發展，達致他們的人生目標。發展—— Accumulation—— Pass-down” turns generation by generation, as if the Ferris wheel ride starts at the bottom and then ascends to the top, round and round.
Ferris Wheel is committed to working with you to tailor-make a family succession plan that best fits your needs. Our mission is to help our clients succeed in maintaining harmony and sustainable abundance over generations.
Ferris Wheel Family Office Consultant is dedicated to custom-made family succession solutions for
high-net-worth individuals. Our mission aims for
harmony and prosperity of our clients and their family members.
Development. Accumulation. Succession
Family succession, when done thoughtfully, is a wonderful way to nurture the junior members of the family to succeed and deploy the family’s wealth with love, care and wisdom.
Differentiated Approaches
Family First
We believe in more than just preserving and growing wealth. Family succession is about passing on values, fostering harmonious relationships, and keeping the family mission alive.
Personalised Service
We're all about understanding your needs and values to provide you with the best-fit services.
Sustainable Partnership
We value the long-lasting relationships and growing together with our clients.
One-stop-shop
We'll connect you with a network of professionals, including financial advisors, education consultants, legal experts, and medical professionals, to help with your succession planning. We'll take care of coordinating everything for you!
Who We Serve
You have abundant family assets. And your goal is to pass on your family's mission and values, and to use your wealth with love and wisdom.
You strongly believe that family education is the cornerstone of family succession.
You require professional services beyond financial planning and wealth management.
Your requirement for family succession is not complicate,and are looking to avoid costly service fees from private banks.
You’re interested in establishing a family office in Hong Kong to benefit from low tax rates.
Through estate planning, you will have your children’s care and respect and maintain your family’s
wellbeing, breaking the “ three generation curse”
If these align with your family succession plan, Ferris Wheel is your top choice.
Contact us to learn more about how we could help you.
Start Now
Let us tailor-make your plan.
There are numerous family office service companies in the market. Most of them help their clients invest for wealth preservation and growth, with their focus primarily on the profit and loss of money, rather than on the key stakeholders of family wealth inheritance —— people
The pace of population ageing is faster than ever. People got longer lifespan but the prevalences of physical and mental illnesses are on the rise. The rapid digitalisation has influenced how the next generation see wealth and family. These changes are impacting the way we live our retirement and elderly lives, and our plan.
Having worked in the insurance and financial planning for two decades, I observed that many people, be they business owners, professionals or corporate leaders, had the taboo of talking about family succession. They did not get to deal with succession until when they reached a very old age or turned into a very poor health condition. Think, the later the plan starts, the less time is allowed in the process and the more difficult to come up with a good plan.
At Ferris Wheel, we believe that family succession is not only about wealth preservation, growth, and allocation, but also about the inheritance of non-material wealth such as family values and mission, as well as the harmonious and loving relationships among family members. This is why Ferris Wheel Family Office Consultants was created — to fill the gap in the market.
Creation, Preservation and Passing on of
Wealth Over Generations
Family Centric Attentive Service
As a mom and financial management consultant, I'm excited to use my expertise, network, and love for education to help families succeed in passing down their wealth. Instead of offering a set list of services, we take the time to understand each client's unique needs. This could involve things like planning for children's education, providing household staff, setting up trusts for grandchildren, handling immigration issues, or navigating financial matters related to marriage.
We believe that money is a way to show love. That's why we don't just focus on managing assets - we also care about discussing love and values within the family. Our aim is to nurture love, respect for parents, and a sense of responsibility in the next generation while safeguarding family assets, talents, and contributions for the long term.
I'm lucky to have fantastic business partners who are experts in asset management, education, law, taxes, and we even have professionals like doctors, accountants, and psychologists on board. We can't wait to work with you and help you out!
Vivian Li,
Founder & CEO
Legacy Planning Advisor
Profile:
Bachelar Degree in Journalism and Communication, Chinese University of Hong Kong
Over 6 years experience in financial news reporting
20 + years in life insurance industry
MDRT Qualifying Life Member and Honor Roll
Certified Financial Planner
Accredited Legacy Planning Advisor
Certified Family Wealthness Instructor
Family Centric Attentive Service
作為一位媽媽和財務策劃顧問，我希望用自己的專業知識、人脈網絡，還有對教育的熱誠，協助客戶妥貼地做好傳家的事業。「傳誠愛」力求提供貼心、以人和家庭為本的個性化服務，我們沒有既定的服務項目清單，我們與每一位客戶溝通，理解實際需要後設計至適切的方案，當中可能包含子女教育管家服務、以信託形式為子孫設立獎勵、移民諮詢，乃至由婚姻關係引伸的資產配置問題。
金錢是愛的貨幣。我們的服務表現，不只是資產增值的數字升跌，我更樂於與你傾談愛與價值觀的傳承，如何培育子女有愛心、孝心和責任心，以穩固家庭基業，令家族枝繁葉茂，人才輩出，為社會作出貢獻。
感恩身邊有一班理念相近的專業人士，有資產管理專家、教育顧問，律師、醫生、會計師、稅務專家、心理學家與我並肩開展「傳誠愛」的新旅程。期待為你服務！
創辦人
李巧儀
遺產規劃師
履歷：
香港中文大學新聞及傳播系畢業
從事財經記者超過6年
保險行業經驗超過20年
百萬圓桌終身會員及榮譽榜
認可財務策劃師
認可遺產規劃師
富足家庭認證導師
李巧儀
遺產規劃師
履歷：
香港中文大學新聞及傳播系畢業
從事財經記者超過6年
保險行業經驗超過20年
百萬圓桌終身會員及榮譽榜
認可財務策劃師
認可遺產規劃師
富足家庭認證導師 Be Our Business Partner
If you share our mission and would like to use your expertise and passion to help high-net-worth families create, preserve, and pass on their wealth for their family's well-being, join us.