Core Value
The Foundation of Wealth Structuring: Building Trusts to last
Meet our experts
Samuel Leung MA, LLM, CAMS, CGSS, TEP, CTP, CPWM, CWMP®, CEFO™, Corporate Compliance Officer
Mr. Leung has over a decade of experience in international trusts and family offices, serving as the compliance and anti-money laundering director for multiple licensed institutions. He has assisted numerous prominent families, listed companies, and organizations in establishing corporate trusts, family trusts, and family office structure solutions. In his early years, he also served as a non-executive director for a U.S. listed company. Currently, he is a partner and shareholder in various trust companies, family offices, and insurance brokerage firms.
Head of compliance & risk ,
Director, Partner
Aries Qiu MSsc, CAMS(ACAMS) CPWM(AIDRPN)
Aries is a former social worker turned adjunct lecturer at the International Academy of Business and Financial Asia, where she specializes in wealth management for affluent families. With her unique background in social work, she offers a holistic approach to family office clients, focusing not only on financial stability but also on life planning and emotional wellness. Aries has extensive experience in helping wealthy families establish and maintain trusts, ensuring that their financial and emotional needs are met. Her insights into family dynamics and individual well-being make her an invaluable asset to any trustee company, where she applies her expertise to teach future financial professionals and manage client relationships effectively. Her approach integrates practical financial management with a deep understanding of human relationships, redefining wealth management in a more empathetic and comprehensive manner.
Head of operation , Director
Vicky Liang LLM, MBA Finance, Certified Compliance and Financial Planner
Vicky previously held the position of General Manager at a prestigious wealth management firm, overseeing the Wealth Private Wealth Planning Division and Family Office, and also served as the head of the National Insurance Expert Group. In her role, she provided legal framework consulting services for family trusts to over 30 families, bringing practical experience in funds, equity, and insurance trusts. Additionally, Vicky played a key role in establishing a $300 million overseas family trust for ultra-high-net-worth clients in Hangzhou, where the involved company was valued at $10 billion.
President of Family Office
Sidney Cheng
Sidney has served as a licensed insurance broker and business manager at a renowned Taiwanese institution for over ten years. He has managed assets for numerous families as well as high-end clients from Taiwan to international markets. Additionally, he has provided trust and structural analysis solutions to publicly listed companies and other businesses, focusing on optimizing their asset allocation and financial structures. Furthermore, Sidney has actively assisted multiple families and listed companies in advancing their sustainability goals, helping these entities achieve long-term growth and prosperity through meticulously designed financial strategies and asset management plans.
Vice President of Family Office
Dr. Maxwell Chin
Dr. Maxwell Chin, who holds a DBA and is a US trained Architect, is renowned for his comprehensive expertise in digital technology, evident from his involvement in cutting-edge projects such as 3.0 and NFT/DDC applications. He has played a significant role in the development and integration of e-commerce platforms, WTO projects, and initiatives at HKU, managing complex systems and resources across Hong Kong and China. Moreover, Dr. Chin holds the IP rights for various 3D applications, establishing him as a leader in digital asset management. Venturing further into the realm of family offices and trusts, Dr. Chin has leveraged his technological expertise to enhance the management and security of digital assets within these entities. His pioneering approach aids family offices in integrating advanced digital solutions, which ensures efficient asset tracking, bolsters privacy, and optimizes financial planning, thus marrying modern technology with traditional wealth management strategies.
Vice President of Family Office
Dr. Alice Wood DBA, SLCR, AMAC member, and BJ HKCCC committee member, currently engaged in
Dr. Alice Wood, DBA and BJ HKCCC, is currently engaged in property technology, focusing on Web 3.0 and NFT/DDC applications. She is a former auditor at Price Waterhouse in the United States and the founder of Savills China Real Estate. Dr. Wood has extensive experience in commercial real estate, having served as the Director of DTZ North China for 10 years. Additionally, she was a former asset manager at Jiaming Investments. Dr. Wood also has expertise in managing family trusts, where she applies her financial acumen to protect and grow family assets effectively.
Vice President of Family Office
Vice President of Family Office
Aman Ho
Since 1993, Aman has worked in various fields, starting as an advertising agent with successes in industries like real estate and banking. From 2000 to 2003, he managed a major property development in Xinyu, Jiangxi. Over the years, he shifted to consultancy, providing marketing services, creating media strategies, and helping with business development for companies in sectors such as green energy and IPOs in Hong Kong and London. Since 2015, he has focused on strategic business planning and setting up family trusts with the HQI Financial Group. As an independent consultant since 2018, Aman Ho has specialized in tax planning, offering lectures and designing tax and trust structures for businesses in the Greater Bay Area. Key projects have included supporting payment license applications in Macao and facilitating import and export operations in Guangzhou.
Dr. Shirley Ng MBA, LLM, DBA
Dr. Ng possesses over twenty-five years of extensive knowledge and expertise, specializing in business and market management, product marketing and development, as well as consulting in the areas of digital payment solutions, information technology, telecommunications, and system integration solutions. Currently, she serves as an Independent Non-Executive Director at Build King Holdings Limited (a company listed on the Hong Kong Stock Exchange, stock code: 240). She previously held the position of Vice President of Strategic Solutions and Marketing at Global Payments Inc. Additionally, from 2013 to 2016, she was the Managing Director for the Asia Pacific region at Geoswift Payment Technology Ltd.
Anti-Money Laundering and Compliance Expert
Timothy Lam LLB, MStratPR , LLM, MIP , MAppLaw, MBS, MBC MCIArb, FHKIoD, TEP
Mr. Lam possesses the necessary qualifications to engage in the legal profession in both Hong Kong and Australia. Presently, he holds the position of a partner at a prestigious law firm situated in Hong Kong, where he offers comprehensive legal counsel to both individuals and enterprises. Mr. Lam's involvement with the Children's Cancer Fund Service Team initially commenced through his voluntary service, subsequently culminating in his formal election as a member of the esteemed Board of Directors.
Anti-Money Laundering and Compliance Expert
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