We are committed to delivering :
- A holistic wealth plan
- Decades-long partnership
- Professional guidance
- Sustainable legacy for future generations
What We Do
Our Approach
Wealth in many families often grows faster than their governance structures. This can lead to communication breakdowns, marital risks, insufficient asset protection, unprepared heirs, and a lack of plans for aging. Our “Family Governance & Household Affairs ” Program helps families establish governance systems that are sustainable, manageable, and capable of being passed down across generations.
Services Offered
Key Benefits
Assist clients in building a long-term, sustainable family governance framework, covering family communication protocols, structured family meetings, asset-protection strategies, plans for aging and incapacity, and education programs for the next generation.
Scope of Services
Family Communication & Conflict-Management Framework
- Assess family communication patterns (identify conflict points, power dynamics, and roles)
- Design a “Family Deliberation System” (agenda, authority levels, procedural rules)
- Establish structured communication channels for key family matters (assets, education, investments, business)
- Facilitate an initial family meeting to implement sustainable communication practices
Deliverables:
- Family Communication Diagnostic Report
- Family Meeting Procedures Manual
Family Asset Protection & Risk Isolation
- Conduct a comprehensive risk scan of family assets (marriage, debt, litigation, partnership exposures)
- Optimize asset-holding structures (corporate entities, insurance arrangements, trust vehicles)
- Design protection mechanisms for spouses and next-generation family members
- Develop cross-border asset isolation solutions for families (China / Hong Kong / Canada / U.S. / Australia)
Deliverable:
- Family Asset Protection Strategy & Plan
Aging & Incapacity Planning
- Design comprehensive aging and incapacity risk-management plans covering medical care, caregiving, and financial management
- Coordinate cross-border medical and financial powers of attorney (POAs)
- Plan overseas medical insurance and long-term care insurance coverage
Deliverables:
- Family Aging & Incapacity Planning Report
- Medical/Financial POA Checklist
Spouse and next-generation asset takeover
- Asset takeover capability assessment
- Review Asset safety and protection mechanism
- Emergency takeover plan
Deliverable:
- Family Asset Safe Takeover Plan
Family Governance Framework
- Draft the Family Constitution
- Define family vision, mission, and core values
- Establish family and education committees etc
- Set governance mechanisms for family enterprises and family wealth
- Develop rules for major decisions and conflict-resolution protocols
Deliverable:
- Family Constitution
- Service team： lawyers + family-office consultants
- Duration: 4–6 months