Individual Wealth Management

By aligning with your personal risk-return objectives, we aim to grow your wealth prudently within your defined risk parameters.

Family Office for Legacies (Exceeding USD 10 million)

By optimising wealth holding structures and facilitating intergenerational wealth transfer, our goal is to safeguard and sustain long-term prosperity for future generations

Corporate Banks Connections

We collaborate with investment banks, corporate banks, and our sister company, A.C. Corporate Solutions Limited, to provide facilities and streamlined company establishment services in Hong Kong, the British Virgin Islands (BVI), and the Cayman Islands.

Access to Global Investment Opportunities

We provide clients with access to exclusive, high-quality investment opportunities through our extensive network of international private banks, investment banks, and private equity partners.

Independent, Objective Advice

As an independent firm, our advice is always unbiased and aligned solely with our clients’ best interests—free from product-pushing or institutional pressure.

Long-Term Wealth Optimisation

We focus on sustainable, long-term growth, tax efficiency, and intergenerational wealth planning to ensure our clients achieve not just financial success, but financial peace of mind.

Cost-efficient solutions

We liaise with leading banks to secure more competitive loan rates, enhanced interest rates, and reduced commission fees.

Administrative streamlined solutions

We provide a centralised financial statement by consolidating reports from multiple banks.

Our Wealth Growth Model

Know your expectations

We begin by understanding your return goals, risk tolerance, investment preferences, and time horizon

Cash

Always maintain a portion of cash

Traditional Tools

We are able to allocate assets into international stock markets, bonds, currencies, commodities and varieties of funds.

Pioneer Tools

Leveraging our global network, we offer our family office’s clients exclusive access to pre-IPO opportunities, private equity, real estate, and venture capital investments—enhancing diversification and long-term growth potential.

Proactive Risk Management

We actively oversee portfolio performance and evolving market conditions, making timely adjustments to ensure strategies remain aligned with your objectives.

Legacy’s Planning

To support our clients’ long-term financial and legacy planning, we collaborate with trusted lawyers, accountants, and insurance specialists to provide expert guidance on wills, lasting powers of attorney, trusts, and tailored insurance solutions.