
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
