Our Scope of Business

Pre-Immigration Trust

Immigration is a big decision. To avoid surprises and optimize the tax situation before arriving, the establishment of a pre-immigration trust helps to protect assets and mitigate tax consequences. A well established pre-immigration trust should be complete 5 years prior to Immigration.

Retirement Planning

Family Wealth Planning

The Chinese proverb “rags to rags in three generations” says that family wealth does not last for three generations. To Preserve your wealth for future generations,  A family office approach can help you achieve peace of mind. 

Estate & Succession Planning

Anyone die without estate plan in place, the estate will pass through probate. This can take a considerable amount of time while the court decides how to estate to be distributed. A carefully designed estate plan can help some assets avoid probate and can get them into your children’s hands quicker.

Family Trust Planning

The old proverb says "Shirtsleeves to Shirtsleeves in Three Generations." it means wealth gained by one generation will be lost by the third, it is a blessing or a curse ?

Family Business Stage Advisory Services

Succession Planning for SMEs is designed to help you identify the strategies that are important to the ongoing success - throughout every state of business. Helping business owners manage the BIG picture

Philanthropy Advisory

Most donors want their philanthropic dollars to be used effectively and to find joy and satisfaction from their giving. A tailored philanthropic solution that help you use your wealth strategically to achieve maximum social and environmental impact.