A History of Excellence

The quiet architecture of lasting wealth.

From family succession planning to discretionary asset management, we steward what matters most — privately, patiently, and with the precision of people who have done this for decades.

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Licensed Trust & Company Service Provider40+ Years Cumulative ExperienceRegistered Trust Company · HKSAR

The values we are built on

Integrity

Conviction

Purpose

Longevity

Curiosity

These are aspirations we live each day — so that clients are served in the best way possible, colleagues are valued and respected, and the firm achieves a level of performance that sets it apart.

Six disciplines, one standard of care.

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The foundation of one’s domain

Laid one brick at a time, with the utmost care each time.

We form strong, trusted connections with our clients, drawn from extensive experience across entrepreneurship, finance, law and accounting. A defining trait of our team is the drive to stay at the top of their performance — and a willingness to keep improving.

Hong Kong

Jeffrey BroerBoard of Directors

Serena KwokDirector of Trusts · Board of Directors

Furuzonfar ZehniDirector of Finance · Member of the Board

There is no wealth like knowledge.

All insights →

Furuzonfar Zehni7 min readOpening a Hong Kong Company and a Bank Account in 2026Incorporating in Hong Kong and opening a corporate bank account in 2026: current fees, the controllers register, re-domiciliation and realistic timings.

Furuzonfar Zehni7 min readThe Main Benefits of Hong Kong Trusts, Ten Years OnReserved powers, perpetual trusts, forced heirship, territorial tax: which advantages of a Hong Kong trust still hold in 2026, and on what conditions.

Furuzonfar Zehni7 min readDying Without a Will in Hong Kong: What the Statutory Formula Actually DoesHong Kong intestacy explained: the statutory legacy figures, why a cohabitant inherits nothing, what a valid will requires, and cross-border estates.