ChiFu Wealth Management

Shaping Prosperity, Securing Futures

Our wealth partner, extending services into personalized investment and insurance strategies

Established in Hong Kong in 2014, ChiFu operates across insurance, banking, securities, and financial services. Led by seasoned professionals, the firm combines boutique scale with integrated expertise to deliver highly personalized solutions. With nearly a decade of leadership in wealth management, ChiFu helps clients design tailored investment strategies, optimize insurance coverage, and strengthen financial resilience.

Services


Wealth Management

Brokerage

Insurance planning

Corporate financial solutions

Edlinked Group

Connecting Knowledge, Shaping Futures

Our education partner, empowering next‑generation family leaders with skills and vision

Founded in Hong Kong in 2021, Edlinked is built on a vision of linking education, industry, and professional growth. With a strong mentor and trainer network, the firm delivers practical, industry-aligned learning experiences through an agile approach tailored to both individuals and organizations. By fostering collaboration between trainers, mentors, and corporate partners, Edlinked equips the next generation with leadership skills and strategic vision.

Services


Education consulting

Corporate learning

Leadership training

Networking events

FiBi Advisory and Research Institute

Bridging Academia and Practice

Our knowledge partner, advancing family governance with insight and foresight

Founded in Hong Kong, FiBi Advisory and Research Institute specializes in family governance and succession planning. Combining academic insight with practical solutions, FiBi supports LAL Fiduciary clients with strategies that strengthen governance, preserve values, and prepare the next generation for sustainable leadership.

Inheriting the Future

Guiding families, inspiring generations.

Our education and immigration partner, integrating values and vision into holistic planning

Inheriting the Future was established in 2010 with its headquarters in Hong Kong. With the vision of becoming a industry benchmark and guided by the service philosophy of “Passing on values and vision, bridging generations, building the future together”, the company is dedicated to providing comprehensive planning services, covering immigration, education, and financial wealth solutions. In addition to its Hong Kong headquarters, the company has a direct branch in Shenzhen and an agency network that spans across Greater China.

Services


Succession Planning

Next Generation Education Courses

Family Governance Advisor

Julius Baer

Wealth with Vision, Legacy with Trust

Our trusted global private banker, complementing fiduciary services with world‑class wealth management and investment access

Julius Baer is a leading Swiss wealth manager with over 130 years of heritage and a presence in more than 25 countries. Serving private clients, entrepreneurs, and family enterprises, the firm is renowned for multi-generational expertise, global reach, and comprehensive advisory. Julius Baer combines investment management, family governance, and succession planning with discretion and innovation, helping families preserve wealth and align it with long-term purpose.

Services


Investment advisory

Philanthropy & Impact strategies

Succession Planning

Maple Group

From Compliance to Capital, Your Growth Partner

Our corporate partner, strengthening governance and capital markets advisory for family enterprises

Maple Group is a Hong Kong-based corporate advisory and accounting firm with Big Four pedigree, integrating expertise across accounting, corporate advisory, secretarial, and business consulting. Built on insight and efficient execution, Maple supports companies from start-up to capital market expansion. Its multi-disciplinary team provides cross-stage support from incorporation and compliance to IPO advisory and digital transformation, with proven experience in IPO management, strategic investment, governance, and restructuring.

Services


Corporate advisory

Secretarial & Governance

Business transfer

Audit & Tax

M&A and SME brokerage

Long An & Lam Trusted Ltd.

Partners in Legacy and Growth

Our trusted global private banker, complementing fiduciary services with world‑class wealth management and investment access

Rooted in Long An & Lam with over 30 years of legal heritage and strong China/global ties, LAL Trust is built on integrity, professionalism, and trusted international partnerships. With deep expertise in cross-border trust structures and a proven record serving families, enterprises, and listed companies across Asia, it delivers confidentiality, innovation, and bespoke fiduciary care. Its leadership team is recognized for excellence in law, compliance, and wealth management.

Services


Family trusts

Custody services and succession

Corporate trusts

SIFO Group

Asset Allocation and Property Planning Partner

Our specialized partner delivering cross-border Asset Allocation and Hong Kong Property Planning" solutions for companies expanding overseas and high-net-worth families.

We provide "Cross-border Asset Allocation and Hong Kong Property Planning" services specifically for companies expanding overseas and high-net-worth families. Leveraging our deep roots and extensive experience in the Hong Kong property sector, along with a profound understanding of cross-border compliance, we help businesses and individuals achieve sustainable growth in their international expansion. We are committed to eliminating communication barriers between the two markets, laws, and operations, building a safe and efficient bridge for our clients' cross-border development.

Services

Property Allocation and Asset Appreciation: With years of experience in Hong Kong, we accurately select and allocate high-quality residential, office, and commercial properties for our clients, providing a comprehensive one-stop service from viewing, negotiation, and signing to post-sale leasing and management, achieving stable returns and long-term asset appreciation.

Risk Prevention and Asset Protection: We offer customized planning for individuals and businesses, including medical, critical illness, high-end savings, and commercial insurance, tailoring a risk protection network to ensure asset security.

Wanpac Family Office (Wanpac FO)

Global asset management partner

Our leading asset management partner delivering one-stop overseas asset management solutions for elite high-net-worth individuals.

Originating in Manhattan, USA, Wanpac FO officially established its Hong Kong presence in 2024. Our core team members hail from top-tier international investment banks, sovereign wealth funds and global asset management institutions. Upholding prudent operational principles, we implement the Yale Model – a modern multi-asset portfolio investment philosophy in real-world practice to safeguard long-term asset appreciation for clients.

Our strategy team operates across Hong Kong, Singapore and the United States, with a global service network spanning the world. The aggregate assets under our oversight exceed USD 10 billion. Our historical clientele includes elite European and American financial dynasties, as well as endowment funds of world-renowned universities. Wanpac FO holds comprehensive compliance and operational licenses. Centered on the pursuit of long-term value, we deliver end-to-end solutions for high-net-worth Chinese families, covering asset allocation, family trust structuring and intergenerational succession planning, ensuring every operation is secure, transparent and fully regulatory-compliant.

Services:

Global Business Expansion for Enterprises

Asset Protection

Asset Management