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