by SNI Solutions | Apr 19, 2022 | Tax Planning
Tax Planning Case Study Client Background – Mr. Ho Age: 46 Occupation: Doctor Number of children: 3 Property: Bought at HKD6,000,000. Current market value at HKD12,000,000. Assets: Cash, time Deposits and funds Goal: Family immigration to UK...
by SNI Solutions | Apr 11, 2022 | Family Office
Family Office Case Study Client Background – Mr. Chung Age: 64 Occupation: Owner of family business Number of children: 3, youngest daughter aged 31 and just had her 2nd child Solutions Mr. Chung was the second generation owner of his family industrial business....
by SNI Solutions | Apr 11, 2022 | Trust Services
Trust Service Case Study Client Background – Mr. Suen & Ms. Suen Age: 43 & 41 Occupation: Mr. Suen is a businessman with different business models. Ms. Suen is a full-time housewife with no financial planning experience Number of children: 2 Assets:...
by SNI Solutions | Apr 11, 2022 | Overseas Property
Overseas Property Case Study Client Background – Mr. Chan & Ms. Chan Age: 40 Occupation: Engineer Status: Married Number of children: 2 Income: Approx. HKD40,000 Property: A 2-bedroom unit in Kowloon bought 10 years ago for residential purpose. Bought at...
by SNI Solutions | Apr 11, 2022 | Migration
Migration Case Study Client Background – Mr. & Ms. Lam Age: 38 & 36 Occupation: Engineer and Teacher Number of children: 2 Solutions Aiming for better education for their children, Mr. and Ms. Lam planned for immigration after several years of money...
