Private Client Services

Personal tax planning and wealth management are increasingly complex areas where expert advice can deliver significant long-term benefits for you and your family.

Our focus on open and trusting relationships means many individuals, owner-managers, directors and senior executives rely on UHY member Our firm to help protect their personal wealth and plan their financial future.

Our team provides personalized advice covering all aspects of personal tax, wealth management and estate planning.


Regular financial reviews monitor progress against your long term financial goals and ensure tax liabilities are minimized.

Our firm works with a significant number of family-owned businesses, often through successive generations, and has in-depth experience of the issues and difficulties than can arise with areas such as succession planning.

Many owner-managers are assisted with their forward planning for eventual sale or handover of their businesses as they near retirement.

Inheritance tax planning and options, including lifetime gifts and trusts to minimize tax liabilities for beneficiaries, are also provided.


In addition, our firm provides expert advice on expatriate tax issues for executives and employees being transferred or simply working outside of their home country.
Include structuring of offshore assets and remuneration packages along with the protection of foreign assets from inheritance tax. Our firms can advise on the reporting requirements for holdings in investments held outside of Hong Kong.


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