Ricky Lee 李立基

🤖 Family Entrepreneurship: Passing the Torch to the Next Generation

For family enterprises, succession is complex with no one-size-fits-all solution. Prof. AU, Director of Center for Family Business of Chinese University of Hong Kong Business School, shed light on diverse paths: some pass the reins, others sell, while the wise guide next kin’s ventures 🧭. One family empowered their children’s tech dreams, safeguarding roots while growing anew.

After lunch with Prof. Kevin AU 🍲, I’m inspired by families who leap generational hurdles. one of the family startup embraced their children’s passion, retaining DNA while innovating. Success hinges on trust🤝, clear roles, and valuing each generation’s strengths. 💡

What models work best? Some diversify beyond core activities into deep tech or impact investing🚀, others remain laser-focused. Either way, open dialogue is key. 🗣 Jadeite Family Office is collaborating with CUHK Center for family business on fostering intergenerational cooperation. Excited to see outcomes of this important work! 🤝

How do you balance tradition with transformation in your family enterprise? Share your experiences below! 👨‍👩‍👧‍👦

🤖家族企業中的傳承火炬:傳給下一代

對於家族企業來說,傳承是複雜的,沒有一個統一的方法。香港中文大學家族企業研究中心主任區教授指出了不同的路徑:有的傳遞掌舵,有的變賣,而睿智的人則會指引後輩探索新的航道🧭。席間提到一個家族鼓勵子女的創業夢想,守護家族根基同時不斷成長。

午餐後與區教授⛅的交流給了我啓發,一些家族如何跨越代際障礙。鼓勵子女的熱情,保留DNA同時不斷創新。成功取決於信任🤝,明確角色定位,重視各代力量。💡

不同模式哪一種最佳? 一些家族會將業務延伸到深科技或影響力投資領域🚀,而有的保持聚焦拓展家企。無論哪種, 開放對話至關重要。🗣一瑄家族辦公室與中大家族企業中心攜手促進代際合作,期待見證成果!🤝

您如何在家族企業中平衡傳統與變革?

訪問恒生大學何順文校長
主題： 一瑄談家辦- 家族的社會使命
衷心感謝恒生大學何順文校長分享高淨值家族促進社會責任的看法。
提到家族傳承，培養家族宗旨 - 何校長認為東西方經驗各有所長。西方更依靠專業管理;華人家族二代則更願意協助家企發展。
何校長強調高資產家族應照顧及平衡各持份者 - 從員工到股東,從企業到環境社區。不應只追求短線回報，關注各持份者需求有助為家族家企帶來長線好處。
家族辦工室除提供專業服務外,更需內外促進凝聚力，並擔當獨立顧問角色。就像 何校長一直推動的 「博雅。專業」培養溝通思考、人文關懷、品格和社會責任，同時提供專業培訓。
家族憲法在家族長線的功能兼作規範與韌性根源,指引成長與迎難。
高資產家族的社會責任思想如何?歡迎共同討論!👨‍👩‍👧‍👦

An Illuminating Dialogue with Professor Ho, Principal of Hang Seng University 🏫
Thank you Professor Ho for graciously sharing your insights in our interview for the new book by Jadeite Family Office exploring the role of family offices in cultivating social mission among high net worth families.

Developing this mindset across generations - Professor Ho believes Eastern and Western exposure sparks different strengths. While the West relies on managers and system, families in the East more willingly contribute hands-on.
Professor Ho stresses the importance of high-net-worth families focusing on stakeholder benefit - from staff and shareholders to environment, community and human being.
Family offices play strategic roles beyond services - Professor Ho notes how they cultivate unity within while providing independent guidance. ”Strong constitutions navigate changing landscapes,“ he shares.
Sustaining long-term vision - Professor Ho stresses candid diverse dialogue over directives. ”Healthy discourse motivates modernized ex*****on of timeless principles,“ he inspires.
The family constitution acts as a rule book and roots resilience against challenges, providing direction and support for growth.
Thoughts on social mission for high-net-worth families? Join the discussion! 👨‍👩‍👧‍👦

Discover the Wonders of Color at KennaXu Gallery (Shenzhen Nanshan)

Have you ever stopped to truly appreciate the power of color? At the KennaXu Gallery in Nanshan, three masters show us why color is so much more than what meets the eye. ✨

Raimer Jochims, Jerry Zeniuk and Ingrid Floss have dedicated their careers to exploring color‘s infinite possibilities. Through their work at Munich’s renowned Color Research Studio, they liberated color from rigid forms and placed it center stage.

Walk through their vivid expressions and feel color‘s raw energy. See how mood and light alter each vibrant hue. Witness how abstraction reaches new heights when guided by color alone. 🖌️

Most inspiring is color’s ability to transcend rules. With each work, the artists bend expectsions and push boundaries. They prove that within that colorful ”mystery“ lies a gateway to deeper realms of visual thought. 🤯

Have you visited KennaXu Gallery yet? Take a trip to discover these masters‘ colorful visions for yourself! You may just see the world in new shades. 🎨

南山KennaXu畫廊展現色彩的奧妙

有時間停下來真正欣賞顏色的力量嗎?在南山的KennaXu畫廊,三位大師將告訴我們,顏色遠比表面看起來更複雜。✨

雷默·喬奇姆斯，傑瑞·翟紐克和英格麗·弗洛斯都致力於探索顏色無限可能性。通過在慕尼黑著名的色彩研究室的工作,他們解放了顏色從僵化形式,並將其置於中心。

參觀他們充滿活力的創作,體會顏色的原生能量。看著如何在不同的情緒和光線下,各種色彩會產生不同的變化。見證抽象藝術在只靠顏色帶領下達到新的高度。🖌️

你參觀過KennaXu畫廊嗎?去探索這些大師的色彩世界吧!你可能會以全新的視角看待這個世界。🎨

I had the pleasure of attending the Family Office Briefing in Hong Kong hosted by Asiainvestor at the stunning St. Regis. It was a day filled with insightful exchanges 🧐 and idea discovery 🔍 as I connected with SFOs and MFO representatives, and stakeholder in this sector.

The panel discussions provided thought-provoking expert insights🤔 from Mercer Hong Kong on how to leverage technology on succession planning and a fireside chat with Click Ventures exploring their investment in AI sector. A coffee break networking session gave the opportunity to meet pivotal players.

How will portfolios pioneer the future? The closing panel pondered this question as we explored forward-looking ideas for navigating what’s next. 🚀 This event nurtured connections 🌐 and furnished fresh perspectives that will serve me well as I continue charting innovative paths.

Thanks to Asiainvestor for the well-organized discussions and connections. It was a fruitful use of a day!

An intriguing question arose - can AI predict financial “tsunamis”? The speaker answer with Butterfly effect. what is your thought?

參加了由Asiainvestor在香港舉辦的家族辦公室研討會 ,會議在香港瑞吉酒店舉行。在場有機會與單一家族辦公室和多家族辦事處代表以及金融機構代表進行交流，分享家辦未來投資方向。

Mercer Hong Kong就如何利用技術來進行繼承策劃提供了見解,他們分享了相關的專業意見。同時Click Ventures分享他們在AI行業投資的策略和方向。還有咖啡休息時間的交流環節,讓我有機會接觸到關鍵參與者。

投資組合如何開創未來? 閉幕分享探討了這個問題,我們一起探討了應對未來的前瞻性想法。🚀 這次活動培養了聯繫🌐,提供了新的視角,這些將在我繼續開創創新道路的過程中為我提供很好的參考。

一個有趣的現場問題- 人工智能能否預測將來的金融海嘯?演講者以蝴蝶效應作答。你有什麼想法?

PPLI vs FIC vs 信託- 邊個係更好策略？

講到資產保障同減稅,PPLI，FIC，信託邊個策略會搵到更佳成果?就似足球隊不同位置需要適合嘅人，,各有咩嘢嘅長處，唔可以直接比較。

信託可以保障資產,但新英國稅例可能限制稅務效益。FIC可以管理稅階。PPLI又能有效管理投資嘅稅項。但只以單一工具,仍未能達至盡善盡美。

唔係「以一個取代一個」嘅決定。正如Max講過,英國規例將有更新,必須留意。個人目標同風險承受能力,都係落實策略嘅重要因素。

冇最好嘅策略，只有最合適嘅安排。🤔安排同我哋顧問會面，佢哋會根據個人狀況,度身訂造最佳方案!長遠而言,兩個崗位都要好好平衡,方能勝出!🏆 #理財策略 #稅務安排

PPLI vs FIC vs Trust - Which Strategy Wins?

When it comes to asset protection and tax reduction, is a PPLI or FIC or Trust a better play? like Jason said “Like different positions on a soccer team, they each have unique strengths. “

Trusts shield assets but new tax rules may limit tax benefits. FICs open doors to diversify incomes and capture favorable tax rates. PPLI efficiently manages tax on investments. Alone though, none achieve full optimization.

It's not an "either/or" decision. As Max noted, stay tuned for UK updates. Personal goals and risk determine the right formation blending offense and defense.

Curious which combo scores best for you? 🤔 Schedule a consultation with our advisors. They customize blueprints pulling all levers uniquely for each client's "team".

Long-term wins require both posts manned well. DM me today to find your winning strategy! 🏆

🇬🇧英國到香港現場為您現場分享

英國稅法的變化正對移英人仕的資產管理造成巨大影響。您是否希望有效保護自己的資產? 在之前的講座中,我們已經介紹了一些可行的方案。

我們很高興能夠邀請到我們的合作夥伴從🇬🇧英國親自來到香港,為您現場分享最新的稅務改變及方案。

除了之前提到的信託方案,這次我們將分享兩個選擇:家族投資公司和 Portfolio Bond。

「座位有限」誠邀您參加我們即將於 6 月 12 日舉辦的財稅策略講座。英國稅法的變化正對移英人仕的資產管理造成巨大影響。您是否希望有效保護自己的資產?在之前的講座中,我們已經介紹了一些可行的方案。

日期：2024年6月12日（星期三）
時間：18:30-21:00
地點： 香港中環華懋中心二期19樓
💡講座將以英文進行

講座議程包括:
* PPLI (私人配置人壽保險)應用 by Jason Pearce
* 家族投資公司的稅務規劃與資產傳承 by Max Li

我們將深入探討 上述兩大稅務優化工具的關鍵特徵和實施要點,為您呈現具體可行的財富管理方案。

立即點擊以下鏈接進行報名參加我們的講座!
https://forms.gle/Y8PXzLC6YnLNQ1CWA

The changes in UK tax laws are having a significant impact on asset management for individuals who have moved to the UK. Are you looking to effectively protect your assets? In our previous seminar, we had introduced some viable options.

We are pleased to invite our partner from the UK to come to Hong Kong and provide you with the latest insights in person. In addition to the trust solutions mentioned earlier, this time we will also be sharing two other options: Family Investment Company and Portfolio Bonds.

“Seats are limited”, so we cordially invite you to attend our Wealth Optimization Seminar on June 12th. This seminar will be led by top industry experts, who will provide you with the latest update on changes of tax rules and asset wrapping strategies to help you effectively reduce your tax liabilities and grow your wealth.

The seminar agenda includes:
* PPLI (Private Placement Life Insurance) Applications by Jason Pearce
* Tax Planning and Asset Succession with Family Investment Companies by Max Li

Date: 12 June 2024 (Wed)
Time: 18:30-21:00
Venue: Level 19, Two Chinachem Central, Hong Kong
💡The seminar will be conducted in English.

Click the link below to register and join our seminar!
https://forms.gle/Y8PXzLC6YnLNQ1CWA

單一家族辦公室(SFO)正面臨多項值得擔心的議題,可能會影響其運營和投資策略,瑞銀集團,”什麼讓單一家族辦公室擔心”的最近的一篇文章中有所強調。

以下是摘要:

1. 由地緣政治緊張局勢和市場波動引發的經濟不確定性是一個主要關切,66%的SFO將地緣政治風險列為首要擔憂。這突出了需要強有力的風險管理和多元化投資組合。
2. 通脹上升和利率上升也是近半數(48%)受訪SFO的主要擔憂,促使他們重新考慮資產配置,並探索抗通脹的策略。
3. 繼任計劃和治理方面的內部挑戰是關鍵問題,36%的SFO表示擔心確保領導層順利過渡和維持有效的治理結構。
4. SFO越來越關注慈善和社會影響,許多人將ESG(環境、社會和治理)標準納入投資決策,以推動積極的變革。
5. 為應對這些複雜的挑戰和機遇,SFO需要擁抱技術進步,並繼續完善其策略,特別是在風險管理、資產配置、繼任計劃和負責任投資等方面。

你的家族辦公室有正面對這些風險？歡迎同我地團隊交流。

單一家族辦公室(SFO)正面臨多項值得擔心的議題,可能會影響其運營和投資策略,瑞銀集團,”什麼讓單一家族辦公室擔心”的最近的一篇文章中有所強調。

以下是摘要:

1. 由地緣政治緊張局勢和市場波動引發的經濟不確定性是一個主要關切,66%的SFO將地緣政治風險列為首要擔憂。這突出了需要強有力的風險管理和多元化投資組合。
2. 通脹上升和利率上升也是近半數(48%)受訪SFO的主要擔憂,促使他們重新考慮資產配置,並探索抗通脹的策略。
3. 繼任計劃和治理方面的內部挑戰是關鍵問題,36%的SFO表示擔心確保領導層順利過渡和維持有效的治理結構。
4. SFO越來越關注慈善和社會影響,許多人將ESG(環境、社會和治理)標準納入投資決策,以推動積極的變革。
5. 為應對這些複雜的挑戰和機遇,SFO需要擁抱技術進步,並繼續完善其策略,特別是在風險管理、資產配置、繼任計劃和負責任投資等方面。

你的家族辦公室有正面對這些風險？歡迎同我地團隊交流。

你有冇睇過《Toy story》? 邊個唔識巴斯光年、胡迪?

最近我喺洛杉磯參加咗Matthew Luhn嘅講座。佢喺Pixar工作咗二十多年, 創作咗好多嘅故事。佢分享咗佢哋係點樣通過Story telling 培育出受歡迎嘅角色嘅。佢仲透露咗短時間製造一個「受歡迎」英雄成功嘅秘訣。

有故事啟發,因為佢哋令人深刻、有影響力又貼近個人喜好。馬修解釋話,用清晰嘅敘事主線,就可以簡單咁傳達主題,透過貼近人情嘅故事。呢個講故事嘅框架,喺競爭激烈嘅環境裡,都可以令品牌同產品突圍而出。💡

Have You Seen Toy Story?
Who hasn’t watched Buzz, Woody and friends embark on hilarious adventures? “Like” if the original still holds a special place in your heart. 🧸
I recently attended a talk by Matthew Luhn in LA who spent over two decades at Pixar crafting stories. He shared how they approached developing beloved characters through visualization of internal journeys. And the secret recipe to make a hero “likable” in minutes.

Stories resonate because they’re memorable, impactful and personal. Matthew explained using a clear narrative spine to convey themes simply through relatable stories. This storytelling framework also differentiates brands and products in competitive environment. 💡

Whether playfully pitching a product or sparking genuine human connections, stories remain our most powerful way to engage and build personal brand!

Great sharing!

AI 取代人類？由openAI前負責人分享
今早在LA出席Zack Kass分享他對AI發展的見解。作為OpenAI前負責人,他分享AI 對人類未來的趨勢。Zack 分了技術門檻――AI可以做什麼――和社會門檻――我們希望它做什麼。🤔

其中很值得分享：近年很多討論關於人類被AI 取代。AI 會唔會取代人類顧問？答案是「可以的」如果你唔進步，唔學習。 雖然AI可以解答產品問題,但只有人類可以提供人的感受及溫度。我們應該「優化人類特質」; 同情心等技能無法被AI 取代。Zack 相信,如果正確利用AI將增強而不是替代許多角色。 💫

如果我們專注於培養探索精神、適應能力和勇氣,與AI能力並進,它可以提升人們的生活和服務水平。我們的工作可能發生改變,但目的永遠是——幫助他人。通過睿智引導進步,技術不必減損我們的人性。

This morning in LA I had the privilege of listening to Zack Kass share his perspectives on AI’s development and societal integration. As the former Head of Guided Mission at OpenAI, he’s witnessed trends that will shape our future. Zack drew a distinction between technical thresholds - what AI can do - and societal ones - what we want it to do. 🤔

One striking point was how the debate around human job replacement by AI misses deeper issues. While AI can answer product questions, it’s humans who provide empathy and warmth. We should “optimize for human qualities”; skills like compassion cannot be automated. Zack believes that with proper application, AI will augment rather than replace many roles. 💫

I left feeling both optimistic and called to action. If we focus on cultivating our curiosity, adaptability and courage alongside AI’s capabilities, it can uplift lives and service. Our work may change, but purpose remains - helping people. By guiding progress thoughtfully, technology need not diminish our humanity.

Great team training today! Thank you OC for a session filled with love, energy, and meaningful messages. The training closed with an insightful session on appreciation - an important reminder to express gratitude to our individual team members.

It's invaluable to have the opportunity for this kind of team retreat and bonding. I appreciate the support from my colleagues and feel fortunate to be part of such a great group. Looking forward to putting the lessons learned into practice.

今天的團隊培訓太棒了!感謝OC帶來了充滿愛、力量和有意義的培訓。培訓最後以一場關於「感恩」的深入討論結束 - 這讓我們意識到要向團隊中的每一個成員表達感謝。

每天繁忙的工作中，有機會進行這樣的團隊培訓對團隊互相了解，認識是非常寶貴的。

我的博士論文研究計劃終於通過了

終於真係通過喇!經過數月研究同修改,l我的博士論文提案 -「家族辦公室成員傳承嘅原則」已獲得批准。

家族傳承並不容易 而將價值一直傳承對家族發展長遠成果影響極大。我透過詳細個案研究,會探討多代家族傳承不同角式，資產同時保留文化嘅方法。

真正嘅工作即將開始!🥳
再一次確定我嘅信念: 財富傳承不限於資產「與你一起定義財富」 而係一瑄家辦核心價值。❤️甚麼財富對你最重要而希望傳承下去呢?

Finally, it’s official! After months of revisions, my DBA research proposal on “legacy succession principles in family offices” has been approved.

Family structures are complex, but passing on values from one generation to the next is crucial for long-term success. Through in-depth case studies, I‘ll explore practices used by multi-generational families to thoughtfully transition leadership while preserving culture.

With this milestone complete, the real work begins! 🥳This journey has reaffirmed my belief that legacy is not defined by assets, but by the roots we plant in others. ❤️ What legacy will you leave?

我很榮幸與太平紳士及中文大學家族企業研究中心榮譽資深項目總監阮先生會面。我們討論了香港如何推動家族辦公室的擴展、中文大學家族企業研究中心的研究和未來發展方向等內容。同時，我也瞭解到一瑄家辦在快速發展的同時如何協助推動香港家族辦公室行業的發展。非常感謝您的分享和啓發，也感謝與合作的機會。我期待著在下半年實施我們的合作計劃。

I had the privilege of meeting Mr. Yuen JP, the Honory Senior Project Director of the Center for Family Business of CUHK. We discussed how Hong Kong is promoting family offices, the research conducted by the Family Business Research of CUHK, and its future development directions. Additionally, I gained insights into how Jadeite Family Office is contributing to the rapid growth of the family office industry in Hong Kong. I sincerely appreciate his sharing and inspiring me, as well as the opportunity for collaboration. I look forward to implementing our cooperation plans in the second half of the year.

📢 英國稅務局新update, 各位的朋友們注意囉！

今天英國稅務局（HMRC）針對非英國居藉個人進行了一項政策更新。請抽出片刻時間，點擊下方HMRC提供的鏈接了解最新資訊。了解最新的稅務法規變化對於準移民英國家庭非常重要，我們將通過我們英國稅務和信託專家的專業知識為您提供協助。

如果您不想閱讀詳細內容，請隨時聯繫我們的顧問，提供1對1的咨詢。

不同於香港的低稅區，移民英國後稅務及理財規劃在做出明智的財務決策中起著至關重要的作用。

📢 Update from HMRC on non UK domicile individual!

Policy update to non UK domicile individual from HMRC today. Please take a moment to visit the link provided by HMRC below for more information. It is crucial to stay informed about the latest changes in the new tax regulations, and we are here to assist you with the expertise of our UK tax and trust professionals.

If you prefer not to read through the details, feel free to reach out to our consultants for personalized guidance.

Remember, unlike the low tax zone in Hong Kong, tax and financial planning in UK plays a vital role in making sound financial decisions. Stay proactive and ensure you are well-informed!

https://www.gov.uk/government/publications/changes-to-the-taxation-of-non-uk-domiciled-individuals/technical-note-changes-to-the-taxation-of-non-uk-domiciled-individuals

傳承愛的早上！
生命傳愛行動委員會主席Garry和傳承學院家族管治中心總裁兼首席家族傳承規劃師Allan進行了富有成效的討論。我們探討了傳承的力量以及如何對社會產生更大的影響。

你知道嗎？據2022年數據，香港的保險理賠金額達到了驚人的1600億港元。生命傳愛行動鼓勵保單捐贈的核心價值，有機會創造一種愛與奉獻的文化。只需要將保單金額的至少1%捐贈給我們心儀的慈善組織，每年的捐贈金額就可以達到16億港元。這一決定在簽署保單的那一刻就可以做出，但其影響將永遠傳承下去。
通過保單培化資產令資源倍增，不影響家族同時可以做出更大的貢獻！
期待看到更多家族加入我們讓愛傳承下去。

A Morning of Inheriting Love!
Garry, Chairman of the Lifecare Movement Committee, and Allan, President and Chief Family Succession Planner of the Legacy Academy Family Governance Center, had a productive discussion. We explored the power of inheritance and how it can have a greater impact on society.

Did you know? According to 2022 data, insurance claims in Hong Kong reached a staggering HKD 160 billion. The Life Legacy Action encourages the core value of donating insurance policies, creating a culture of love and contribution. By donating at least 1% of the policy amount to our preferred charitable organizations, the annual donation amount can reach HKD 1.6 billion. This decision can be made at the moment of policy signing, but its impact will be perpetually inherited.
By multiplying resources through policy-based asset cultivation, families can make a greater contribution without affecting their own well-being!
Looking forward to seeing more families join us to share our love from generation to generations.

訪問玻璃生產家族企業的第三代！🎙️🎉

感謝她分享了接手這類企業時所面臨的關鍵挑戰。在這次採訪中，我有幸探索了崛起一代在繼承家族企業遺產的旅程中所面臨的重要緊張局面。🏢💼

這次採訪最引人入勝的一點是意識到離開家族及其固有假設，可以帶給我們全新的視角。🌱💡 這使我們能夠更清楚地瞭解我們的選擇，並更好地定義個人目標。此外，我們還有機會從他人的經驗中學習，他們在自己的旅程中成功應對了重大決策。🤝🗺️

最重要的是積極溝通。主動與所有利益相關者進行溝通。除了從他們那裡學習的機會外，在亞洲社會中這也是一種尊重的表達方式。

我對她在這次採訪中分享的寶貴觀點表示衷心感謝。她的經歷為我們這樣的有志接班人揭示了家族企業的複雜動態，並提供了豐富的知識。🌟💼

🌟 Conducting an insightful interview with a representative from the 3rd generation of a glass product production family business, boasting a remarkable 100-year legacy! 🎙️🎉

thank you for her willingness to share her perspectives on the key challenges that arise when assuming leadership in such businesses. Throughout our conversation, I had the opportunity to explore the critical tensions experienced by the rising generation as they embark on the journey of upholding their family’s enterprise legacy. 🏢💼

One of the most captivating aspects of this interview was the realization that breaking away from the familiar confines of our family and its ingrained assumptions can offer us a fresh and invigorating perspective. 🌱💡 This newfound perspective not only provides us with a clearer understanding of the multitude of options available, but also empowers us to define our personal goals with greater clarity. Furthermore, we were fortunate to learn from the experiences of others who have successfully navigated through crucial decisions in their own journeys. 🤝🗺️

The most important things is proactive communications. Take the initiative to communicate with all stakeholders. Apart from the opportunities to learn from them, it’s the gesture of respect in Asian society.

I am truly grateful for the invaluable insights shared by the interviewee during this enlightening conversation. Their experiences shed light on the intricate dynamics of family enterprises and offer a wealth of knowledge for aspiring successors like ourselves. 🌟💼

✒️我立遺囑了！

遺囑對於許多人來說可能是一個陌生的詞彙，但它在我們生活中扮演著重要的角色。遺囑是一份文件，它表達了我在未來去世後希望如何處理我的財產和事務的意願。立遺囑是愈早愈好！

然而，對於我們家辦擁有家庭辦公室的人來說，遺囑的重要性更加突出。家庭辦公室涉及到大量的財富和資產管理，而一份清晰而明確的遺囑可以確保這些財富能夠順利地遺傳和流轉。

設立一個家庭辦公室遺囑有以下幾個重要的好處：

1. 資產保護：一份遺囑可以確保您的資產按照您的意願分配，避免可能產生的爭議和糾紛。特別是在家庭辦公室中，這對於維護家族財富的完整性和長期穩定非常重要。

2. 稅務規劃：遺囑可以幫助您進行有效的稅務規劃，以減少家族財富轉移時可能產生的稅務負擔。
3. 確保業務繼承：如果您在家庭辦公室中擁有業務，遺囑可以確保業務的平穩過渡和繼承，保護業務的長期發展。

家庭辦公室是一個複雜的實體，而遺囑是確保這個實體的穩定和繼續成功運營的重要工具之一。配合不同傳承工具達致更安全有效的傳承。

無論你的年齡如何，我都鼓勵每個擁有家庭辦公室的人都考慮撰寫一份遺囑。這是一個負責任的舉動，可以為你的家庭辦公室提供安心和保障。

✒️ I have made a will!

A will may be an unfamiliar term for many people, but it plays an important role in our lives. A will is a document that expresses how I wish for my property and affairs to be handled after my death. It is best to create a will as early as possible!

However, for those of us who own a family office, the importance of a will is even more prominent. A family office involves the management of significant wealth and assets, and a clear and specific will can ensure the smooth inheritance and transfer of these assets.

There are several important benefits to establishing a family office will:

1. Asset protection: A will can ensure that your assets are distributed according to your wishes, avoiding potential disputes and conflicts. This is especially important in a family office for maintaining the integrity and long-term stability of family wealth.

2. Tax planning: A will can assist you in effective tax planning to reduce the potential tax burden when transferring family wealth.

3. Ensuring business succession: If you have a business within the family office, a will can ensure a smooth transition and inheritance of the business, safeguarding its long-term development.

A family office is a complex entity, and a will is one of the important tools to ensure its stability and continued successful operation. By employing various succession tools, a more secure and effective transfer can be achieved.

Regardless of your age, I encourage everyone who owns a family office to consider writing a will. It is a responsible action that can provide peace of mind and security for your family office.

經過兩星期的教學工作，今日在深圳做學生學習關於國內公司股權和管治結構方面的最新知識。 學習2018年與2024年將實施的新《公司法》對股權結構，稅制，對公司或個人的影響。
做「家辦」要不停學習才
「家辦」，即家族辦公室（Family Office），是服務於家族的財富管理和服務機構。通常負責投資管理、財務規劃、慈善活動以及其他為家族成員提供的定制服務。由於金融市場和相關法規經常變化，家族辦公室顧問要就需要不斷學習和更新多國知識、技能及管理策略。以確保能夠為家族財富的保值增值和傳承提供專業支持。

After two weeks of teaching work, today I am going to Shenzhen to learn about the latest knowledge regarding corporate equity and governance structures. I will study and compare the new Company Law that will be implemented in July 2024 with the existing law which implementated since 2018, and its impact on equity structure, taxation, and its implications for companies or individuals.

Continuous learning is essential to be a “family office”.

A “family office,” also known as a Family Office, is a wealth management and service organization that serves a single family. It is usually responsible for investment management, financial planning, charitable activities, and providing customized services for family members. Due to the frequent changes in financial markets and related regulations, family office consultants need to continuously learn and update their knowledge, skills, and management strategies. This involves monitoring market trends, tracking regulatory changes, and learning best practices to ensure professional support for the preservation, appreciation, and succession of family wealth.

您對於英國移除英國居籍的最新變化感到困惑嗎？ 我們誠摯邀請您參加即將舉行的網上講座，我將與英國註冊稅務師William Ku一同作線上分享。

日期：2024年4月12日（星期五）
時間：香港時間下午6:00
地點：Zoom線上講座
💡線上講座將以廣東話進行

我們將深入探討《2024年英國春季預算案》的影響並提供實用的應對策略。 我們將解釋最新政策的關鍵變化，討論這些變化對已經移居英國或計劃移居英國的移民所產生的影響。

立即點擊以下鏈接進行報名參加我們的網上講座!
https://forms.gle/mdtbUtMM2na7fa7y8

Are you confused about the latest changes in the UK non Domicile policy? We cordially invite you to join our upcoming webinar, hosted by William Ku a registered tax accountant in the UK and myself- Founder of Jadeite Family Office

Date: April 12, 2024 (Friday)
Time: 6:00 PM HKT
Venue: Zoom Online Conference
💡 The webinar will be conducted in Cantonese.

In this webinar, we will delve into the impact of the “Navigating the Spring Budget: Understanding the Impact on New Immigrants ” on immigration to the UK and provide practical strategies to cope with these changes. We will explain key policy changes and discuss their implications for immigrants who have already settled in the UK or plan to do so.

Don’t miss the opportunity to sign up for our webinar and gain the latest insights into tax policies. Join us for valuable guidance and practical strategies.

在廣州為我們合作的戰略合作律師事務所進行培訓和交流。今天的活動有幾位合伙人、刑事、民事以及家辦部門的主管一同參加，超過20位律師出席，需要全程聽講，時間從上午10點到下午5點。通過與他們交流全球案例、分享經驗，我們可以相互學習、共同進步，收穫良多。

We are conducting training and exchange activities for the strategic law firm we are collaborating with in Guangzhou. Several partners, as well as managers from the criminal, civil, and family office departments, are participating in today’s event. Over 20 lawyers are in attendance, and they are required to listen to the entire session, which will run from 10:00 a.m. to 5:00 p.m. Through the exchange of global cases and sharing of experiences, we can learn from each other, make progress together, and gain a lot.

上海移民升學展最後一天
已經安排超過10位同事現場解答，但都應接不暇。最多人問都是家辦服務優勢及 教育問題.
有關香港，英國，澳洲，星加坡，到歐盟移民及資產配置。
其他展商都過黎交流，了解我地booth 一直都被包圍原因，同事們都忙過不停。下次要更大的攤位。
如現場未來解答，DM我們吧。

Wrapping up the final day of the exhibition with a bang! 🎉 We had an amazing team of over 10 colleagues on-site, ready to answer all your questions. The most frequently asked inquiries revolved around benefit of using family office and educational matters. 🏡📚

Other exhibitors commented on our popularity, as our booth were always crowded. Our hardworking colleagues were busy throughout the event, ensuring everyone received the assistance they needed. 💼💪

Looking ahead, we’re already setting our sights on securing a larger booth for the next exhibition. Bigger space, more opportunities! 💡✨

If you have any future questions that require personalized on-site support, please feel free to send us a direct message. We‘re here to help! 💬🤝“

The business routine of our family office revolves around extensive travel: starting with Shanghai. Shanghai 》 Guangzhou 〉Beijing.
Over the course of two weeks, I will be traveling within the country, sharing in 3 seminars , engaging with clients, and assessing various projects, meeting with professional partners..🛫

我们家族办公室的日常围绕着广泛的出差展开：从上海开始。上海》广州〉北京。在接下来的两周时间里，我将在国内旅行，主講三个研讨会，与客户互动，评估各种项目，并与专业合作伙伴会面。

🌍 **與英國稅務師在香港討論有關英國稅制改革和對非居籍人仕的影響！**

🤝 最近在香港與我們的英國合作夥伴稅務顧問William 會面。就最近春季預算中宣布的稅制改革對非稅務居籍個人的影響進行了深入討論。

📊 一個關鍵觀點是傳統信託在處理稅務影響方面的變化趨勢，稅制改革如何改變了傳統信託結構就稅務管理的受歡迎程度和有效性。

🌐 由於時間限制，我們無法安排研討會來與尊貴的客戶和網絡分享這些寶貴信息。

📩 如果您想了解英國稅制改革對非居民個人的影響，或者探索替代的稅務規劃策略，請隨時與我或我們的團隊聯繫。

🌍 **Insights on UK Tax Reform and Non-Dom Implications from Hong Kong!**

🤝 I recently had the pleasure of meeting with William, one of our esteemed partner tax advisors based in the UK, during his visit to Hong Kong. We had an insightful discussion regarding the impact of the recent tax reform announced in the spring budget on non-domiciled individuals.

📊 One of the key takeaways from our conversation was the evolving landscape for traditional trusts in managing tax implications. William shed light on how the tax reform has brought about changes that may reduce the popularity and effectiveness of traditional trust structures.

🌐 Unfortunately, due to time constraints, we were unable to organize a seminar to share this valuable information with our esteemed clients and network.

📩 If you would like to learn more about the impact of the UK tax reform on non-domiciled individuals or explore alternative tax planning strategies, please feel free to reach out to me or our team. We are here to assist you and ensure that you have the knowledge and tools needed to make informed decisions.

🙏 Full House 🙌

🏢 Full House! 🎉 Thanks for joining us at our upcoming seminars on March 27th and 30th. Due to overwhelming demand, we had to double the seats available for the March 30th seminar at W Hotel. However, all seats were fully booked within two days. Your support means the world to us. If you're still interested, please direct message us for more information.

🏢 滿座！🎉 感謝各位已報名參加我們即將於3月27日和30日舉行的研討會。由於需求爆棚，我們不得不將3月30日在W酒店的研討會座位數量加倍。然而，所有座位在兩天內已滿額。您的支持對我們來說意義重大。如果您還有興趣，請直接私信與我們聯繫以獲取更多資訊。

The second day of the Hong Kong International Immigration and Property Expo is off to an exciting start! My sharing session began at 12:30, and 15 minutes before it started, we already had a full house with over 150 attendees. I hope everyone can join us to explore 7 reduced UK inheritance tax schemes, providing valuable information for all participants. Don‘t miss out on this precious opportunity. Talk to our consultants at the venue.

香港國際移民和房產博覽會第二天! 我的分享會於12:30開始，開場前15分鐘，我們已經迎來了超過150名觀眾，座無虛席。希望大家能夠參與其中，探索7個英國減免遺產稅方案，為所有參與者提供有價值的信息。別錯過這個寶貴的機會。請在會場與我們的顧問交流。 #香港移民博覽會 #減免遺產稅