Insurance

Insurance is a critical component of wealth preservation and risk management, ensuring that individuals, families, and businesses are protected against financial uncertainties. As part of our family office services, we provide strategic insurance consulting, helping clients structure customized insurance solutions to safeguard their assets, optimize tax efficiency, and facilitate long-term wealth transfer. Our approach is tailored to each client’s unique financial situation, offering guidance on life insurance, health coverage, key-person insurance, and estate planning strategies to ensure financial security across generations.

Our insurance department is led by Mr. Andy LAM, who is a veteran in the financial and insurance industry with over 30 years of experience spanning investment research, asset management, and executive leadership. He holds a Master of International Business from the University of Auckland, equipping him with a strong global perspective on wealth management, risk mitigation, and financial planning.

As a consultant and partner, Andy leads our insurance planning advisory, leveraging his extensive industry experience to design tailored insurance strategies. His expertise ensures that our clients receive comprehensive risk management solutions, helping them protect their wealth, enhance estate planning efficiency, and secure financial stability for future generations.