We are committed to delivering :
- A holistic wealth plan
- Decades-long partnership
- Professional guidance
- Sustainable legacy for future generations
Our Approach
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.
Scope of Services
Global Compliance & Risk Scan Report
Consolidates the core information from the first five service modules to deliver a comprehensive “family health check,” identifying cross-border compliance gaps and key risk exposures.
Global Residency–Tax Integrated Plan
Based on each family member’s identity, tax residency and habitual residence, this plan designs coordinated residency uses and tax pathways for Hong Kong and Singapore; strategies for retaining or separating China tax residency; tax-optimization routes for multi-jurisdiction tax residents; and an assessment of potential tax impacts from major life events over the next decade. Residency planning is embedded within a unified global tax framework rather than treated as a standalone solution.
Global Asset Holding Structure (Insurance / Company / Trust)
Create a comprehensive asset-holding framework that brings previously dispersed assets into a single, streamlined and controllable structure, strengthening governance, improving operational efficiency, and ensuring long-term ease of management.
Integrated Family Protection & Succession Plan
By strategically integrating insurance, trusts, corporate vehicles, residency planning and related structures, we protect family cash flow, ring-fence wealth from marital, business, debt and litigation risks, systematically address cross-border estate, inheritance and gift-tax exposure, and build a durable, end-to-end framework for intergenerational wealth transfer.