A notice from the tax authority
Asked to self-review overseas income for recent years. You need to establish the nature of the income and the source of funds, and respond in time.
Global asset allocation · tax & structuring specialists
Global vision · Local depth · Compliant succession
Tax compliance, offshore structuring and family wealth succession for cross-border families and high-net-worth individuals.
A bridge between global wealth and regulatory security.
16+Average years of experience
4+Core tax jurisdictionsChina · US / Canada · Hong Kong · Singapore
8+Offshore jurisdictionsBVI · Cayman · Singapore and more
100%Tailored to each client
The era of tax transparency
Is your cross-border wealth ready?
Information exchange is making cross-border assets increasingly visible. Reviewing and filing proactively is the foundation of long-term peace of mind.
CRS information exchange
Accounts in Hong Kong, Singapore and elsewhere fall within the scope of exchange. Insurance policies, deposits and securities income need planning in advance.
Cross-border status risk
A US green card or citizenship means worldwide taxation. Tax arrangements before and after immigration are critical.
In the era of tax transparency, keep every asset compliant, clear and ready to pass on.
Core services
End-to-end support, from filing to top-level structure
01
CRS Response & Overseas Income Reporting
Sort out income from Hong Kong insurance, offshore bank accounts and securities; prepare self-review and back-tax plans, and the filing strategy that follows.
02US Tax Services
Federal and state filing, overseas income reporting and asset disclosure for green card holders, US citizens and substantial presence residents.
03Cross-border Tax Coordination
For individuals and families under two or more tax jurisdictions: resolve double taxation and build a long-term compliance framework.
04Family Trust Tax Planning
Trust structures tailored to offshore jurisdictions, balancing asset protection, succession and tax efficiency.
05Pre- and Post-immigration Tax Planning
Assess your obligations early in the immigration process and design a transition-period tax strategy.
06Offshore Entity Setup
Company formation, corporate secretary and nominee director services in Hong Kong, BVI, Cayman and Singapore.
Our experts
Tax specialists from the Big Four and top-tier investment banks
Our professionals average more than 16 years of experience across Deloitte, EY, a top-10 US accounting firm, international investment banks and tax authorities.
Cross-border Tax Specialist
16+ yearsFormer executive director of tax at a top-tier international investment bank in China, and former Big Four tax manager. Experienced in both China and the US, strong in transaction structuring and complex tax planning.
Offshore Trust Specialist
Nearly 20 yearsWealth management and family succession experience, formerly head of a leading institution's family office. Involved in setting up over a hundred onshore and offshore family trusts across China, Hong Kong, Singapore and the US.
US Tax Specialist
13+ yearsFormer tax manager at a top-10 US accounting firm. Specialises in federal and multi-state tax law, asset allocation for high-net-worth individuals and compliance filing.
China Mainland Tax Specialist
Many yearsYears of Big Four tax practice and three years of hands-on experience at the tax authority. Skilled in communicating with tax bureaus, handling reviews and self-review procedures.
Hong Kong / Singapore Compliance Specialist
Many yearsFormer Big Four tax manager. Expert in Hong Kong profits tax filing and Singapore family office tax incentives, with hands-on listing structure design experience.
Typical scenarios
What they faced may be what you face
Responding to a tax enquiry
ProblemA text message from the tax bureau asks about overseas dividends.
ApproachA fund distribution letter shows the money is a return of capital, so it is not mischaracterised as taxable income.
Succession for a US-bound child
ProblemA child turns 21 and is about to receive a US green card.
ApproachSet up a pre-immigration trust with a life insurance policy to plan for US estate tax.
Corporate IPO
ProblemThe holding platform faces a heavy tax burden after listing.
ApproachBuild a BVI pre-IPO trust structure for tax deferral and consolidated control.
Linking the global frontier, safeguarding family prosperity
A first 30-minute consultation can be booked. An expert will review your status, assets and compliance position with you.
Book a Consultation