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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!

Our Services

Family legacy is passing on the blessings to your love ones as well as cultivating the next generation for their vision, knowledge and virtue in order to accomplish continuous succession.

Unlike other family office services, we focus on providing support for quality education.

The services that you can access on our platform include
Consultation for studying in Hong Kong and overseas, with a special focus on advisory services for international school admissions in Hong Kong, education fund planning, establishing children's trust funds, and education concierge services.
Wealth enhancement and legacy planning solutions, estate planning, insurance and financial planning, trust services, personal and corporate risk management, corporate financing, real estate investment advisory services in Hong Kong, and legal, accounting, and tax consulting.
Comprehensive planning of identity in Hong Kong including investment migration, admission for talents and professionals, and visa renewals.
Premium medical insurance planning, specialist referrals, and high-end medical check-up arrangements.

Personalised Service

Answer a few questions so we can more accurately meet your needs

Start Now

Let us tailor-make your plan.

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WeChat ID: Vivian_Li_Hau_Yi
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