We are committed to delivering :
- A holistic wealth plan
- Decades-long partnership
- Professional guidance
- Sustainable legacy for future generations
Our Approach
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.
Key Benefits
We deliver an integrated cross-border estate and succession solution for families, covering asset mapping, inheritance-structure design, trust and insurance architectures, cross-border tax planning, implementation, and ongoing annual reviews—helping families achieve regulatory compliance across jurisdictions, optimize tax outcomes, protect assets, and transfer both wealth and values across multiple generations.
Scope of Services
Family Asset Inventory & Succession Risk Assessment
Compile a comprehensive inventory of family assets, including financial assets, real estate, equity holdings, offshore structures, and insurance policies
Review legal ownership and control, covering asset holders, beneficiaries, trust arrangements, and corporate structures
Conduct cross-border risk screening for assets held across jurisdictions (e.g., China, Hong Kong, Canada, the U.S., Australia, etc.)
Perform consistency checks across CRS, FATCA, and tax residency status
Clarify inheritance objectives and prepare a consolidated list of heirs
Legal Document Enhancement
Establish multi-jurisdictional wills (China / Hong Kong / Canada / U.S. / Australia)
Prepare financial and healthcare powers of attorney (POA, Health Care Directive)
Draft the Family Constitution (initial version)
Wealth Succession Plan
Design family insurance policies (WL / IUL / PPLI)
Set up family trusts (offshore and onshore)
Establish family holding companies, foundations, and charitable structures
Heir Education Program
Provide financial literacy and wealth management courses
Implement family meeting mechanisms
Define trust beneficiary behavioral clauses and staged conditions