About SNI Solutions Private Office
“Hong Kong’s Leading Wealth Solutions Platform”
Our core team members come from professional backgrounds, including private banking, accounting, and family offices. Graduates of top universities, they have over 10 years of experience in the financial advisory industry and have collectively served over 5,000 clients and families. We offer a one-stop wealth management matching service: efficient and free consultation, with precise connections to tax planning, asset allocation, and estate planning experts.
Why Choose Us?
✓ Carefully Selected Partners: We only connect with licensed experts in tax, trust, and investment who have passed annual due diligence.
✓ Exclusive Partnership Network: Collaborating exclusively with top institutions to ensure clients receive priority service.
✓ Follow-up Mechanism: Project managers track progress throughout the process to ensure consistency in implementation.
Helping you reach optimal wealth strategies while minimizing detours
Vision
To become the key hub of the wealth management ecosystem, reshaping the connection between clients and professional services through intelligent matching and an independent advisory network, achieving seamless collaboration for wealth growth and intergenerational transfer.
Mission
With the client’s interests as our focus, we integrate top experts from various fields to design executable roadmaps for each unique wealth requirement, establishing lifelong custodial partnerships.
S – Success
Success is measured by improved asset allocation efficiency, reduced blind spots in wealth decision-making, and solutions that meet international compliance standards, ultimately helping clients define their own “Wealth Freedom Equation.”
N – Navigation
Utilizing Wealth Health Score assessment, we dynamically connect the optimal expert combinations (e.g., cross-border tax lawyers + wealth management advisors) based on risk tolerance, liquidity needs, and tax sensitivity.
I – Independence
We provide independent referral services to find the most suitable third-party professional institutions for our clients.
Introduction Video
Our Partners
We’ve worked with some great partners already.
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Our Referral Services
