Case Study
Tax Planning Case Study
Client Background - Mr. Ho Age: 46 Occupation: Doctor Family Status: Married with 3 children Property Holdings: Currently owns a Hong Kong residential property (current market value: HKD 12 million; purchase price: HKD 6 million) Assets Composition: Cash, fixed...
Family Office Case Study
Client Background - Mr. Chung Age: 64 Occupation: Second-generation leader of a family-owned manufacturing business Family Status: Married with 3 adult children (all married); youngest daughter (35) recently welcomed her third child Succession Challenges &...
Trust Service Case Study
Client Background - Mr. Suen & Mrs. Suen Family Profile: Mr. Sun, 43 (cross-industry entrepreneur), Mrs. Sun, 41 (homemaker) 2 minor children Asset structure: Liquid assets: Cash, stocks, fund portfolio Fixed assets: Diversified insurance coverage Special...
Overseas Property Case Study
Client Background - Mr. Chan & Ms. Chan Age: 40 (Engineer) Marital Status: Married with 2 children Income: ~HK$40,000/month Current Property: New Territories 2-bedroom apartment Purchase price (2005): HK4M∣Currentvalue: HK7.5M Investment Motivation &...
Insurance Case Study
Client Background - Mr. Chan & Mrs. Chan Ages: 40 (Engineer) & 35 (Teacher) Family: 2 children Income & Expenses: Monthly household income: HK$140,000 Monthly net savings: ~HK$50,000 (after living expenses & mortgage) Property: Primary residence value:...
