Tax Planning Case Study

税务策划个案分享

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...
Family Office Case Study

家族办公室个案分享

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....
Trust Service Case Study

信託服务个案分享

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:...
Overseas Property Case Study

海外物业个案分享

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...
Migration Case Study

移民个案分享

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...