一念之間
確立百年的愛
「力格斯」您的獨立家族信託專家
關於我們
力格斯顧問事務所 - 您的獨立家族信託專家
專業、可靠的家族財富管理服務，為香港和中國的高淨值人士提供量身定制的信託規劃諮詢。憑藉20年的保險、銀行和財富管理經驗，結合持牌策略合作夥伴，專注於家族財富規劃、投資管理及信託管理，協助您實現財富的代際傳承。
豐富經驗的財富管理專家 - Leo Leung
Leo Leung擁有20年在保險、銀行、財富管理及外部資產管理人服務的豐富經驗。曾經在SCMP/IFPHK財務策劃師大獎賽中獲得「香港年度最佳財務策劃師」的榮銜。作為獨立財富規劃師，他專注於家族財富管理，致力為中港兩地的高資產淨值客戶提供卓越服務。
我們的理念
把信託普及 • 讓生活無憂
力格斯顧問事務所秉持與永立安信託有限公司的共同理念，致力於將信託服務普及化，幫助更多人實現財富的有效管理和傳承。我們相信，透過專業的信託服務，可以為客戶帶來更安心、更無憂的生活。
在這個理念的指導下，我們不斷創新服務模式，為不同需求的客戶提供個性化的解決方案，幫助他們實現財富目標的同時，也能夠享受生活的樂趣。
我們的核心價值
隱私 (Privacy)
我們嚴格保護客戶的個人資料和財務信息，確保您的隱私得到最高級別的保護。
準確 (Accuracy)
我們提供精確的財務分析和建議，幫助您做出明智的決策。
安全 (Security)
您的資產安全是我們的首要任務，我們採用穩健的投資策略加上周全的信託架構保護您的財富。
穩定 (Steady)
我們致力於為您提供長期穩定的財富增值方案，結合香港成熟信託法，確保您的財務目標得以實現。
策略合作夥伴
2
服務對象
我們主要服務總資產在200萬美元或以上，以香港為主要生活及居留地的高資產淨值人士。
3
劉林陳律師行支持
永立安信託背後有約30名律師的劉林陳律師行提供全面法律支持，確保服務的專業性和可靠性。
全面服務
1
備用信託
為突發情況做好準備，確保您的資產在任何情況下都能得到妥善管理。
2
特別目的信託
針對特定需求設立的專門信託，如教育信託、婚姻信託等，滿足您的特殊財務需求。
3
遺囑及持久授權書
協助您制定完善的遺囑和持久授權書，確保您的意願得到尊重和執行。
4
長期醫療指示
幫助您預先安排長期醫療決策，減輕家人的負擔，確保您的醫療意願得到尊重。
我們的信託服務
家族信託
為您的家族財富制定長遠規劃，確保資產順利傳承給下一代。我們的家族信託服務可以幫助您保護家族資產，實現世代財富傳承。
移民信託
為計劃移民的客戶提供專業的信託服務，幫助您在移民過程中妥善安排資產，確保財富的安全和靈活性。
慈善信託
協助您設立和管理慈善信託，實現您的慈善目標，同時獲得稅務優惠。我們可以幫助您制定長期的慈善策略。
全權信託
為您提供全面的資產管理服務，由專業團隊根據您的投資目標和風險偏好進行投資決策，實現資產的穩健增值。
為高淨值客戶量身訂製的解決方案
資產保護
我們運用創新的資產規劃策略和完善的法律框架，全方位保護您的財富免受市場波動、訴訟風險和其他潛在威脅，確保您畢生積累的資產安全穩固。
財富傳承
我們提供專業的財富傳承規劃，協助您制定清晰的傳承策略，確保財富順利交接的同時，維護家族和諧，延續家族價值觀和商業理念。
信託服務
我們與永立安信託攜手合作，提供靈活多樣的信託方案，協助您實現財富保值增值、稅務籌劃和資產傳承等多重目標。
隱私和保密
我們恪守最嚴格的保密準則，採用先進的加密技術和安全系統，確保您的個人資料和財務信息得到全面保護，讓您安心無憂。
為何選擇我們
豐富經驗
我們的團隊擁有20年以上的金融和財富管理經驗，能夠為您提供專業、可靠的建議。
全面服務
從家族信託到個人財富規劃，我們提供全方位的財富管理解決方案，滿足您的各種需求。
個性化方案
我們深入了解每位客戶的獨特需求，為您量身定制最適合的財富及傳承管理策略。
強大網絡
我們與多家知名機構建立了戰略合作關係，為您提供更全面、更優質的服務。
聯絡我們
中國
電話：86 152 1794 5030
微信：LEO60348811
無論您有任何關於財富管理、家族信託或資產規劃的問題，我們的專業團隊都樂意為您提供詳細諮詢。請隨時與我們聯繫，我們將竭誠為您服務，為您的財富保駕護航。
About Us
Legacy Management Consultancy
Your Independent Family Trust Experts
Legacy Management Consultancy, led by founder Leo Leung, offers tailored trust planning consultation for high-net-worth individuals in Hong Kong and China. With 20 years of experience in insurance, banking, and wealth management, we specialize in family wealth planning and personal well-being management.
Leo Leung - Experienced Wealth Management Expert
Leo Leung has over 20 years of experience in insurance, banking, wealth management, and external asset management services. He has won the "Hong Kong's Best Financial Planner of the Year" award at the SCMP/IFPHK Financial Planner Awards. As an independent financial planner, he focuses on managing family wealth and personal well-being, dedicated to providing exceptional service to high-net-worth clients in both Hong Kong and mainland China.
Our Philosophy
Make Trust Popular and Affordable to the Public!
The Legacy Management Consultancy shares the same philosophy as RelyOn Trustee Limited, dedicated to popularizing trust services and helping more people achieve effective wealth management and inheritance. We believe that through professional trust services, we can bring our clients a more secure and worry-free life.
Under the guidance of this philosophy, we continuously innovate our service model, providing personalized solutions for clients with different needs, helping them achieve their wealth goals while also allowing them to enjoy the pleasures of life.
Professional
Professional Licenses
- SFC License: Type 1 Securities Trading, Type 4 Advising on Securities
- Insurance Authority License: General & Long Term Business (including Linked Long Term Business)
Professional Qualifications
- Certified Financial Planner (CFP)
- Accredited Estate Planner (AEPP)
Our Core Values
Privacy
We strictly protect our clients' personal and financial information, ensuring the highest level of privacy protection for you.
Accuracy
We provide precise financial analysis and recommendations to help you make wise decisions.
Security
The safety of your assets is our top priority, and we employ robust investment strategies combined with a comprehensive trust structure to protect your wealth.
Steadiness
We are committed to providing you with long-term, steady wealth growth solutions, leveraging Hong Kong's mature trust law to ensure the realization of your financial goals.
Strategic Partnerships
1
RelyOn Trustee Limited
We have established a strategic partnership with RelyOn Trustee Limited, serving as their strategic partner to promote and market Hong Kong trust services to their clients.
2
Target Clients
We primarily serve high-net-worth individuals with total assets of $2 million or more, who have Hong Kong as their primary place of living and residence.
3
Support from Lau, Lam & Chan Solicitors
RelyOn Trustee Limited is backed by KEITH LAM LAU & CHAN
Solicitors & Notaries, Agents for
Trade Marks and Patents, a team of around 30 lawyers providing comprehensive legal support to ensure the professionalism and reliability of the services.
Solicitors & Notaries, Agents for
Trade Marks and Patents, a team of around 30 lawyers providing comprehensive legal support to ensure the professionalism and reliability of the services.
Full Service
1
Backup Trust
Be prepared for emergencies and ensure your assets are properly managed in any situation.
2
Special Purpose Trust
Specialized trusts designed for specific needs, such as education trusts, marriage trusts, and more, to meet your unique financial requirements.
3
Wills and Durable Power of Attorney
Assist you in creating comprehensive wills and durable power of attorney documents to ensure your wishes are respected and carried out.
4
Long-Term Medical Directives
Help you pre-arrange long-term medical decisions, relieving the burden on your family and ensuring your medical wishes are honored.
Our Trust Services
Family Trust
Develop a long-term plan for your family's wealth to ensure a smooth transfer of assets to the next generation. Our family trust services can help you protect your family assets and achieve intergenerational wealth transfer.
Immigration Trust
Provide professional trust services for clients planning to immigrate, helping you properly arrange your assets during the immigration process to ensure the security and flexibility of your wealth.
Charitable Trust
Assist you in establishing and managing a charitable trust to achieve your philanthropic goals while also obtaining tax benefits. We can help you develop a long-term charitable strategy.
Discretionary Trust
Provide you with comprehensive asset management services, with a professional team making investment decisions based on your investment objectives and risk preferences to achieve stable asset growth.
Customized Solutions for High Net Worth Clients
Asset Protection
We utilize innovative asset planning strategies and robust legal frameworks to comprehensively protect your wealth from market fluctuations, litigation risks, and other potential threats, ensuring the safety and stability of the assets you have accumulated over a lifetime.
Wealth Inheritance
We provide professional wealth inheritance planning, helping you develop a clear inheritance strategy to ensure a smooth transfer of wealth while maintaining family harmony and preserving your family's values and business principles.
Trust Services
We partner with Evergreen Trust to offer flexible trust solutions that assist you in achieving multiple objectives, such as wealth preservation and appreciation, tax planning, and asset inheritance.
Privacy and Confidentiality
We adhere to the strictest confidentiality standards, employing advanced encryption technologies and secure systems to ensure comprehensive protection of your personal information and financial data, giving you peace of mind.
Why Choose Us
Extensive Experience
Our team has over 20 years of experience in finance and wealth management, allowing us to provide professional and reliable advice.
Comprehensive Services
From family trusts to personal wealth planning, we offer a full range of wealth management solutions to meet your diverse needs.
Personalized Solutions
We deeply understand the unique needs of each client and customize the most suitable wealth and inheritance management strategies for you.
Powerful Network
We have established strategic partnerships with many renowned institutions, providing you with more comprehensive and higher-quality services.
Contact Us
China
Phone: 86 152 1794 5030
WeChat: LEO60348811
Whether you have any questions about wealth management, family trusts, or asset planning, our professional team will be happy to provide you with detailed consultation. Please feel free to contact us at any time, and we will be dedicated to serving you and safeguarding your wealth.
关于我们
力格斯顾问事务所 - 您的独立家族信托专家
专业、可靠的家族财富管理服务，为香港和中国的高净值人士提供量身定制的信托规划咨询。凭借20年的保险、银行和财富管理经验，结合持牌策略合作伙伴，专注于家族财富规划、投资管理及信托管理，协助您实现财富的代际传承。
丰富经验的财富管理专家 Leo Leung
Leo Leung拥有20年在保险、银行、财富管理及外部资产管理人服务的丰富经验。曾经在SCMP/IFPHK财务策划师大奖赛中获得「香港年度最佳财务策划师」的荣衔。作为独立财富规划师，他专注于家族财富和个人身心健康的管理，致力为中港两地的高资产净值客户提供卓越服务。
我们的理念
把信托普及 • 让生活无忧
力格斯顾问事务所秉承与永立安信托有限公司的共同理念，致力于将信托服务普及化，帮助更多人实现财富的有效管理和传承。我们相信，通过专业的信托服务，可以为客户带来更安心、更无忧的生活。
在这个理念的指导下，我们不断创新服务模式，为不同需求的客户提供个性化的解决方案，帮助他们实现财富目标的同时，也能够享受生活的乐趣。
我们的核心价值
隐私 (Privacy)
我们严格保护客户的个人资料和财务信息，确保您的隐私得到最高级别的保护。
准确 (Accuracy)
我们提供精确的财务分析和建议，帮助您做出明智的决策。
安全 (Security)
您的资产安全是我们的首要任务，我们采用稳健的投资策略加上周全的信托架构保护您的财富。
稳定 (Steady)
我们致力于为您提供长期稳定的财富增值方案，结合香港成熟信托法，确保您的财务目标得以实现。
策略合作伙伴
2
服务对象
我们主要服务总资产在200万美元或以上，以香港为主要生活及居留地的高资产净值人士。
3
刘林陈律师行支持
永立安信托背后有约30名律师的刘林陈律师行提供全面法律支持，确保服务的专业性和可靠性。
全面服务
1
全权委托信托
提供资产管理和分配的灵活性，允许受托人根据受益人不断变化的需求做出决策。
2
备用信托
提前准备但仅在需要时激活，在不可预见的情况下提供心灵的平静和即时的资产保护。
3
遗嘱和持久授权书
确保您的意愿得到执行，即使在丧失行为能力的情况下，您的事务也能按照您的偏好得到管理。
4
预先医疗指示
提前指定您的医疗保健偏好，确保您的医疗治疗与您的价值观和愿望保持一致。
我们的信讬服务
家族信托
通过我们精心设计的家族信托解决方案，确保您家族的财务未来。我们帮助您在保持家族和谐的同时，实现财富的跨代保存和转移。
移民信托
借助我们的移民信托服务，从容应对国际迁移的复杂性。我们确保您的资产在过渡期间得到保护和优化。
慈善信托
通过我们的慈善信托规划，留下持久的影响。我们帮助您创造一个与您的价值观和慈善目标相一致的给予传统。
特殊目的信托
通过我们量身定制的特殊目的信托解决方案，满足独特的财务需求。我们设计信托以满足特定目标和复杂的家族情况。
为高净值客户量身定制的解决方案
资产保护
我们实施强大的策略，保护您的财富免受潜在风险和法律挑战，确保您的资产代代相传。
财富传承
我们在财富转移规划方面的专业知识帮助您创造无缝的资产传承，最大程度地减少冲突并保持家族和谐。
信托服务
我们与永立安信托携手合作，提供灵活多样的信托方案，协助您实现财富保值增值、税务规划和资产传承等多重目标。
隐私和保密
我们的服务设计考虑到最高程度的谨慎，通过最先进的安全措施保护您的个人和财务信息。
为何选择我们
丰富经验
我们的团队拥有20年以上的金融和财富管理经验，能够为您提供专业、可靠的建议。
全面服务
从家族信托到个人财富规划，我们提供全方位的财富管理解决方案，满足您的各种需求。
个性化方案
我们深入了解每位客户的独特需求，为您量身定制最适合的财富及传承管理策略。
强大网络
我们与多家知名机构建立了战略合作关系，为您提供更全面、更优质的服务。
联系我们
准备好为您的财务未来保驾护航了吗？立即联系传承管理咨询，安排一次保密咨询。我们的专家团队随时准备帮助您实现财富管理目标，为您提供量身定制的策略和个性化服务。无论您是考虑家族信托、移民规划还是慈善事业，我们都能为您提供专业的指导和支持。