Our Services
Wealth is not defined by perfect decisions,But by the discipline to avoid irreversible mistakes.
We work with families
To help them move forward —
Carefully, deliberately, and with clarity.
For Families.
For Generations.
Forever.
Family Goals Planning (FGP)
To provide high- and ultra-high-net-worth families with a systematic family planning service that offers “clear goals, controllable pathways, and measurable strategies.” This is the foundational module for entering the family office service ecosystem. Using a five-step model — Goal → Cost → Priority → Path → Review — we deliver long-term wealth plans that are quantifiable, actionable, and trackable.
Family Cash Flow & Liquidity Management (FCM)
To provide high- and ultra-high-net-worth families with a systematic management plan for “cash flow — liquidity — tax-efficient spending.” This is the foundation for wealth growth and offshore structuring, and a core module of family-office services for high-net-worth families.
Family Investment Management (FIM)
We don’t just pick funds for clients—we design a complete, sustainable, and inheritable investment framework for high-net-worth families. Our approach helps families define the long-term returns needed to achieve their goals, develop Goal-Oriented Asset Allocation (GOAA), and create a closed loop covering manager selection → allocation → risk management → review. We deliver a formal Investment Policy Statement (IPS), conduct annual performance assessments against benchmarks, and address common challenges such as unstructured asset allocation, unclear investment direction, overreliance on market trends or broker advice, excessive or unvetted managers, and the absence of a systematic way to measure investment effectiveness.
Family Taxation Planning (FTP)
Designed to address common tax-planning blind spots faced by affluent families, including unclear tax residency status of family members, potential CRS exposure of offshore assets, risks arising from misreporting or underreporting, double taxation of cross-border assets, insufficient tax efficiency in investment decisions, and inadequate preparation for estate and inheritance taxes.
Family Risk Management (FRM)
FRM focuses on identifying, measuring and managing high-net-worth family risks in health, accidents, assets, liabilities, structural arrangements, and single-asset concentration, and builds a Family Risk Firewall that is continuously updated as the family’s circumstances change.
Estate Planning & Succession (EPS)
Through a structured process of diagnosis, strategy design, implementation, and ongoing annual review, we develop practical, executable, and cross-border-compliant family succession frameworks that ensure the durable transfer of family wealth, values, and governance across generations.
Family Governance & Household Affairs
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.
Global Residency Planning
We design Hong Kong and Singapore residency strategies not as traditional “immigration” solutions, but as frameworks for establishing a tax-efficient safe harbor for global assets. With both jurisdictions operating under a territorial tax regime—where only locally sourced income is taxed and foreign income is largely exempt—residency planning allows clients to manage and grow their worldwide assets in a lawful, low-tax or tax-neutral environment.
Integrated Family Office Solution
Our most comprehensive and high-threshold service. Instead of addressing individual issues in isolation, this solution integrates all capabilities across our prior service modules into a fully implementable, tax-compliant, multi-generational family framework — delivering a holistic system that aligns residency planning, tax strategy, asset structuring, insurance solutions and trust design.