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LMC, your independent family trust expert
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.
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.
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.