Personal Wealth Planning

Through collaboration with our strategic alliance, and the member firms in great China, we provide professional support to the clients’ overall financial and tax structure and planning. We also provide several vehicles for the clients to manage their personal wealth, such as overseas insurance, or deed of trust designed for special purpose.

Our services include tax planning on transfer of individual and family wealth, consultation and filing of gift and inheritance tax, and the appliance and scheme of deed of trust and insurance policy.