We were founded with a focus on trust.
Your Legacy.
Our Expertise.
We have been providing professional trust and wealth management solution for decades.
We specialize in providing tailor-made, well-thought-out and comprehensive wealth planning solutions.
Our goal is to ensure that every solution is understood by us, our business partners and, most importantly, our clients.
We understand the dynamic nature of the environment in which any solution is located, and we understand the ebb and flow of our clients' circumstances.
Therefore, we understand that no solution is set in stone.
We are committed to ensuring that every option offered is regularly reviewed and modified or adjusted as necessary to meet your needs.
About Us.
25+ Years of Expertise.
Providing offshore individual and corporate trust structruing advisory services
15+ Global Trustee Partners.
Trusted by industry leading partners.
Trusted by Clients Across Regions.
Clients from Mainland China, Taiwan, Hong Kong SAR and other regions with diverse, personalized requests.
Trusted by Industry Leaders.
We partner with leading banks, law firms, accounting and tax specialists to provide comprehensive, professional service to our clients.
Company Leadership.
Ivy Suen
Chief Wealth Solution Advisor
Asia‘s leading wealth solution advisor
Ms. Suen serves as the Chief Wealth Solutions Officer of the group, where she leads the group’s strategic initiatives and oversees operational activities across various markets. With over 25 years of practical experience in trust and insurance sectors, Ms. Suen has established herself as an expert in providing advisory services to ultra-high-net-worth families, individuals, and businesses. She addresses clients’ wealth planning needs, ranging from straightforward to highly complex solutions, through personalized, tailored, and comprehensive trust and insurance solutions.
An Industry Leader in Wealth Planning Services for High-Net-Worth Clients
Ms. Suen has previously led two international insurance brokerage firms from the United States and the United Kingdom, expanding their operations in Asia. Under her leadership, both firms became industry leaders in providing insurance brokerage and wealth planning services to ultra-high-net-worth clients in the region. She also held key management positions in globally leading private banks, where she headed their trust and wealth planning departments.
Recommended by Over 50 International Private Banks and Family Offices
During the establishment of two insurance brokerage companies in Asia, she grounded the partnership relationships and collaborated with over 50 international private banks and family offices. In a constantly evolving financial and regulatory landscape, she worked with some of the global largest insurance companies to develop customized proprietary products and solutions, continuously meeting clients' needs for legacy planning, asset protection, and other related wealth planning requirements.
A Legacy Mentor to Ultra-High-Net-Worth Families
Beyond her exceptional professional achievements, Ms. Suen has actively supported numerous ultra-high-net-worth families across China, Taiwan, and East and Southeast Asia. She has assisted in exploring family business succession needs, designing legacy blueprints, planning and executing succession strategies, and fostering meaningful discussions among family members on inheritance matters. Her unwavering commitment lies in equipping families with comprehensive wealth planning tools and providing guidance for the effective execution of their legacy plans.
Our Trustee Partner
The choice of trustee matters as trustee is the legal owner of trust assets, with a duty under the law to take care of the trust’s assets and to act in the best interests of the beneficiaries.
That’s why we are proud to partner with Corpag, whose experienced professionals and global network enable us our clients with professional, exclusive, and comprehensive one-stop wealth management consulting solutions.
Together, we help our clients establish a trust and wealth management solution that best align with your needs.
Founded in 1972 and headquartered in the Netherlands, Corpag has more than 20 offices on six continents, dedicated to providing high-net-worth clients, corporates and funds clients with high-quality services.
Corpag manages approximately 600 trusts, demonstrating expertise in asset management and protection, as well as strong presence and trust in the industry
H&Co, the parent company, was named one of the best tax and accounting firms in the U.S. by Forbes.
In the services provided by Corpag and H&Co, they have managed 16,000 customers.
Corpag is a strong leader in financial management and fiduciary services.
Click below to visit their website to learn more.