What can we do for you?

Combined Expertise, Total solutions

No more running between different advisors—we offer a seamless, integrated approach to legal and financial planning

  • Wealth & Estate Planning: Protect What Matters Most

    • Wills, enduring power of attorney & advance health directives – expert Hong Kong legal guidance

    • Retirement cashflow analysis – plan your future with confidence

    • Wealth growth strategies to increase income & asset value

    • Legacy & tax-efficient planning for a secure wealth transfer across generations

  • Family Asset Protection: Smart Legal & Financial Safeguards

    • Legal agreements (pre/post-nuptial & asset protection) under Hong Kong law

    • Divorce & custody financial strategies for a smooth transition

    • Post-divorce financial planning – ensuring long-term financial security

  • Business Protection & Risk Management: Secure Your Business, Secure Your Future

    • Corporate risk assessment – identify vulnerabilities before they become issues

    • Keyman insurance solutions – safeguard leadership & key personnel

    • Corporate legal advisory to ensure compliance & risk mitigation

    • Employee benefits solutions – group medical & MPF

  • Property & Home Investment: Strategic Legal & Financial Guidance

    • Legal oversight of Hong Kong property purchases

    • Mortgage facilitation & financing solutions

    • Home insurance & mortgage debt risk mitigation for a secure property

Legal solutions

  • Real Estate & Property Law

    • Property sale and purchase

    • Tenant disputes

  • Family law and asset protection

    • Divorce

    • Custody

    • Alimony

  • Legacy and wealth protection

    • Will

    • Trust

    • Probate

    • Enduring power of attorney

    • Mental Health Ordinance

    • Advance health directive

  • Corporate and business legal strategies

    • Company formation and shareholders agreement

    • JVs and foreign direct investments

    • Commercial agreements

Financial planning and wealth management

  • Capital Protection and Growth Solutions

    1. Create a robust portfolio using insurance products as a foundation for wealth accumulation

    2. Secure your financial future by leveraging financial tools that prioritize long-term security and consistent portfolio growth

  • Tax Deduction and Retirement Planning Solutions

    1. Maximize your tax relief through strategic use of insurance products in Hong Kong, Australia and UK

    2. Develop retirement strategies that complements local retirement schemes and investment vehicles in Hong Kong and Greater China.

  • Targeted savings plan

    • Achieve your mid to long-term goals such as children's education fund, home purchase down payment, business startup capital with disciplined financial growth

    • Obtain a peace of mind with life coverage and guaranteed capital return, helping you systematically build wealth while ensuring financial security for significant life milestones.

  • Wealth Transfer and Legacy Planning

    1. Create tax-efficient estates and ensuring your legacy endures across generations

    2. Flexibility in insurance coverage that matches evolving estate planning needs, safeguarding assets against liabilities

    3. Pass on your wealth accumulated with minimal risks and distribute wealth according to your needs

© 2025 Karen Wong - All rights reserved