We are a boutique professional firm based in Hong Kong, providing holistic and customized services to business families and wealthy families in family business and wealth succession.  Our team consists of experienced professionals in the sectors of wealth succession, risk management, financial planning, business management, legal, accounting, and taxation.  With our professional knowledge and experience and our extensive cross-border network of strategic partners, we assist our clients in 

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planning, coordinating, and implementing their projects on family business and wealth succession.

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We believe that family business and wealth succession is a complex project that requires a systematic and holistic approach and involves the effective use of various tools in such areas as legal, financial, business management, and tax planning.  We also believe that a comprehensive and effective mechanism of risk management is the cornerstone of family business and wealth succession, and this mechanism must be based on an in-depth understanding of the background of the relevant family, including the characters of the family members and their respective life-cycle stages, the family culture and values, the structure of the family business, and the composition of the wealth involved.