Tailor-made Services

We are applying the open product and service platform approach, which means that we are always able to offer our clients independent and innovative tailor-made wealth planning solutions – either inhouse or through our strategic partners network.

One-Stop Shop

Through our global network into the major international offshore jurisdictions, we blend our own financial and wealth-planning competency perfectly with the specialist knowledge of well-known and trustworthy strategic partners.

Therefore, we are offering a “One-Stop Shop” approach to our clients, namely wealth planning services including fiduciary services, estate planning and family office services from the advisor of choice under one roof.

Global Network

Through our strategic alliances and our professional network, we are able to provide all kind of wealth planning services in most of the major international offshore centres worldwide, with our main hub in Hong Kong.

Therefore, our clients thus benefit from unbiased, comprehensive, country-specific and cross-border expertise in the major international offshore centers such as Bahamas, British Virgin Islands, Cayman Islands, Cyprus, Hong Kong, Liechtenstein, Singapore, Switzerland and United Arab Emirates.