Private Wealth Management

The Trusted Wealth Manager for Entrepreneurs

 

Wealth Planning

 

Our Wealth Planning team is committed to helping you preserve the wealth for your family and make your vision come to reality.

Our wealth planning specialists are equipped with profound experience so that we are able to provide advisory services and assistances to high net worth individuals at home and abroad. Well-versed with a range of structures and wealth management instruments including trusts, insurance arrangements, foundations and corporate structures, we can pick and devise appropriate solutions well-suited to your wealth planning and succession needs:

  • Pinpoint the best way to manage and plan ahead for your future liquidity needs;

  • Craft a wealth preservation and transition plan encompassing wealth management structures, wills and other succession planning strategies;

  • Work out a succession plan for clients with the advantages of expertise provided by our external professional partners (e.g. lawyers, accountants, professional trustees and advisors in specific areas); and

  • Maintain your wealth planning structures.

Investment Products and Services

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