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INDEPENDENT FAMILY WEALTH MANAGEMENT

INDEPENDENT &
IMPARTIAL ADVICE

Unlike many trustees, we are independent of any financial institution. Because we have no formal ties to any financial institution, we have no interest in recommending any financial products or financial solutions. As a result, we offer objective and impartial advice.

PROFESSIONAL &
SOPHISTICATED
ADVICE

Because we work closely with our affiliated law firm, Timothy Loh LLP, we are able to offer sophisticated advice on tax planning, estate planning and asset protection, on dealings with financial institutions offering wealth management solutions in the form of banking, stock brokerage and insurance brokerage services and on the making of investments in hedge funds, private equity funds, and other financial products.

LICENSING

We are licensed in Hong Kong as a trust services business. We are affiliated with  Timothy Loh LLP, a law firm regulated by The Law Society of Hong Kong.

INDEPENDENT &
IMPARTIAL ADVICE

PROFESSIONAL &
SOPHISTICATED
ADVICE

LICENSING

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