• Exclusivity – serving single affluent family, ensuring privacy and control over financial decisions

• Customisation – tailored service to meet family’s unique goals, legacy, needs and preferences

• Integrity and Compliance – we are registered with INVEST HK in adhering to strict law and regulation set by the family office regime in Hong Kong

• Risk governance framework – deploying financial institution’s sophisticated process and tools to manage investment risk, portfolio risk and market risks

• Advisory - partnering with international bank and HK licenced investment powerhouse comprising of private and corporate investment bankers managing diversified portfolio and expertise in strategic wealth management and investment restructuring

• Tax expertise – we work with experienced tax partners including cross border tax (e.g. PRC) specialising tax residency and filing tax return to the IRD

• Finance expertise – our team of certified finance professionals dedicated to manage your financial interests, your legacy and wealth preservation

Meet the team

With over two decades of working as finance leader in sizeable MNC organizations, Wai Yee has deep knowledge in managing structure, finance transformation and center of excellence. Prior experience including 6 years of Head of Finance service in Kuala Lumpur before moving to Hong Kong as Head of F,P&A and Asset management with a conglomerate in Hong Kong.

A dynamic and resourceful CFO with Big4 and international experience in Asia, USA, Europe in establishing, developing and leading from start-ups to high growth environment. Sergey also has immense experience in pre-IPO, M&A, restructuring, financing and post-acquisition integration projects. A valued business partner to CEO, Board of Directors, shareholders, investors and stockholders in strategic decision-making process.

Sergey Ivanov,

MBA Chicago Booth

Too Wai Yee,

AICPA & ACMA

Keith Tan,

CFP

An accomplished investment banker and financial strategist with over 15 years of experience across banking, capital markets, and global investment structuring in Singapore and Malaysia. Keith has held key positions at Malaysian Rating Corporation Berhad (MARC) and TA Securities Holdings Berhad, contributing to major corporate exercises including IPO structuring, debt assessments, and capital market transactions.