[Media Interview]

07 Sep, 2026

Lioner’s Andrew Chan: “Life insurance will be a big part of the next boom” in wealth transfer

Life insurance will increasingly be utilized as a solution to address the intergenerational wealth transfer, Lioner Partner Andrew Chan said in an interview, with growing jumbo-sized policies among ultra-high net worth families.

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[Insights Article]

31 Aug, 2026

New IIT Rules on Offshore Trusts: The 2‑Minute Brief for HNW Families What they are

The Announcements clarify how a 20% flat-rate IIT can apply where a PRC “Resident Individual” has settled, funded, controlled or benefited from an offshore trust (or trust-like structure). They also reinforce a practical reality: offshore structures now need stronger record-keeping, income categorization and filing readiness—not just sound legal drafting.

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[Media Interview]

04 Aug, 2026

亞洲客跨國配置增 Lioner：瑞士迎機遇

2021年在本港成立的保險、信託及家族辦公室業務公司Lioner International Group，近年積極擴張，已經先後在新加坡、瑞士等地設立據點。 近年不少銀行家調派當地 合夥人陳家俊表示，不少來自亞洲的超高淨值客戶在香港及新加坡已擁有銀行賬戶後，會進一步尋求將部分資產配置至瑞士，以分散風 ...

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[Media Interview]

04 Aug, 2026

Lioner去年收入飆2.5倍　內地稅務新規不影響公司發展

本地保險、信託和家族辦公室解決方案機構Lioner合夥人陳東源表示，公司去年收入按年飆2.5倍，員工總數逾100人，並在香港、新加坡、北京和瑞士蘇黎世均設有辦事處；計劃年底前將香港辦公室遷往西九龍高鐵站上蓋環球匯(IGC)，料面積較現時辦公室大約一倍。

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[Media Interview]

04 Aug, 2026

Lioner︰跨國資產配置需求增　3大財富管理工具發揮協同效應

為迎合全球高淨值客戶對整合型、診斷式的財富傳承方案之熱切需求，保險、信託與家族辦公室三項財富管理工具的結構與管理模式亦日新月異。近日有綜合型財富管理機構分享在保險、信託與家辦的協同例子與運作知識，反映高淨值、跨地區資產擁有者在財富管理方面最新近的趨勢型態...

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[Insights Article]

17 Aug, 2026

Time to visit your wealth doctor – The 100-Year Life: Why Longevity and Health Are Now Core to HNW Wealth Planning

For High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) families, longevity is no longer a distant trend. It’s a new planning horizon reshaping portfolios, governance and family decision-making. The question isn’t “Have I saved enough for retirement?”...

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[Insights Article]

17 Aug, 2026

Hong Kong’s Rise, Switzerland’s Strength: Why Cross-Border Wealth Planning Has Never Been More Important

According to Boston Consulting Group’s latest Global Wealth Report, Hong Kong and Switzerland are now effectively neck and neck as the world’s two largest cross-border wealth management hubs. Hong Kong is estimated to manage US$2.95 trillion in offshore assets under management (AuM)...

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[Press Release]

17 Aug, 2026

Lioner Establishes Presence in Switzerland to Serve Global HNW Families with 3-in-1 Wealth Solutions

Lioner International Group Ltd. (“Lioner”), Asia’s first and only fully integrated Insurance, Trust, and Family Office consortium, today announced the launch of its newest office in Zurich, Switzerland. It marks its first overseas presence outside Asia as the Group celebrates its fifth anniversary, further strengthening its presence across major global financial hubs...

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[Insights Article]

17 Aug, 2026

The Best Legacy Plan Is the One You Start Now: Why Early Trust Planning Matters

A recent Hong Kong entertainment headline has reignited public discussion about family trusts and legacy planning. A well-known family reportedly placed significant assets into a family trust, appointed a trusted family member to oversee it, provided the next generation with monthly allowances rather than a lump-sum inheritance, and built in conditions and review mechanisms...

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[Media Interview]

29 Mar, 2026

Rethinking legacy: More Malaysian families are beginning to structure their assets for future generations

Rethinking legacy: More Malaysian families are beginning to structure their assets for future generations...

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[Press Release]

11 Mar, 2026

Lioner Strengthens Company Vision and Trust Capability with Group Strategic Advisor Appointment

Following Henry Lam’s appointment, Lioner names Brian Kenyon as its second Group Strategic Advisor to shape the company’s long-term strategy and strengthen trust capability globally...

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[Insights Article]

14 May, 2026

Building Bridges Across Generations: How Lioner Empowers South East Asia’s High-Net-Worth Families in Generational Wealth Planning

South East Asia is witnessing remarkable wealth creation, driven by strong GDP growth in countries like Singapore, Vietnam, Malaysia and Thailand, according to McKinsey’s 2024 report. The Asia-Pacific high-net-worth individual (HNWI) segment ranks as the second ...

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[Insights Article]

14 May, 2026

MAS’s New Retail Investment Proposal: What Wealth Planning Means to Multi-generations

The Monetary Authority of Singapore’s (MAS) recent proposal to broaden retail access to private market funds is a milestone in democratizing alternative investments. As access expands, ultra-high-net-worth individuals (UHNWIs) remain focused on ...

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[Insights Article]

14 May, 2026

Wealth Planning: Navigating the Unique Challenges

In recent years, Hong Kong has seen notable advancements in LGBTQ+ rights, marked by significant legal rulings that offer recognition to same-sex couples. For instance, a same-sex couple can now apply for dependent visas if they are married or in a civil partnership outside of ...

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[Press Release]

19 May, 2025

Lioner Announces Francis Tang as Managing Director, Consultancy in Hong Kong to Strengthen Greater China Capabilities

HONG KONG, 19 May 2025 – Lioner International Group Ltd. (Lioner) is pleased to announce the appointment of Francis Tang as Managing Director, Hong Kong, effective fro m today. This strategic addition reinforces Lioner’s dedication to offering total solution services for ...

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[Press Release]

23 Aug, 2023

Lioner Expands Client Advisory Offering in Mainland China

Lioner International Group Ltd. (Lioner), a financial services pioneer, announced today the opening of its new Beijing office, enhancing its family office advisory offering in China as well as enabling greater synergy across the region through its offices in Hong Kong and...

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[Insights Article]

03 Sep, 2026

Lioner’s 3 In ONE Wealth Protection Series: Lunar New Year Reflection: Are You Structuring a Legacy or Just Holding Assets?

As families across Asia pause to celebrate the Lunar New Year, it’s also a moment to reflect not just on tradition and reunion — but on the legacy we build for generations to come...

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[Insights Article]

03 Sep, 2026

Lioner’s 3 in ONE Wealth Protection Series: Singapore’s 3-Month Fast Track for Family Office Tax Incentives: What HNW Individuals Need to Know

In a major boost for high-net-worth (HNW) families, the MAS has introduced a new 3-month fast-track approval timeline for family office tax incentive schemes...

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[Press Release]

05 Nov, 2025

Lioner Expands Singapore Office to Meet Growing Client Demand and Accelerating Regional Momentum

Lioner International Group Ltd., Asia’s first and only fully integrated Insurance, Trust, and Family Office consortium, today announced the expansion of its Singapore operations with a relocation to One Raffles Place, at the heart of the city’s financial district. This move...

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[Press Release]

03 Sep, 2026

Lioner Group Strengthened Leadership to Power Lioner’s 3-in-1 Advisory Vision

Lioner International Group Ltd., Asia’s first and only fully integrated Insurance, Trust and Family Office Advisory consortium, today announced the appointment of Henry Lam as Group Strategic Advisor. The move is part of Lioner’s ongoing investment in top-tier talent and strategic counsel to deepen capabilities, enhance client servicing, and scale its unique 3-in-1 platform in key markets across Asia and beyond...

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[Insights Article]

03 Sep, 2026

Lioner Group Strengthens Leadership to Drive Growth and Global Connectivity

Lioner International Group Ltd., Asia’s first and only fully integrated Insurance, Trust and Family Office consortium, today announced the appointment of Gary Mak as General Manager, Hong Kong...

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[Insights Article]

03 Sep, 2026

Lioner’s 3 in ONE Wealth Protection Series: How Indexed Universal Life Plans Empower Generations in Singapore

In the ever-evolving financial landscape, high-net-worth individuals (HNWIs) face mounting uncertainties to safeguard their wealth and ensure smooth intergenerational transfers amid today’s fluctuating and challenging market conditions...

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[Insights Article]

04 Sep, 2026

Building Bridges Across Generations: How Lioner Empowers South East Asia’s High-Net-Worth Families in Generational Wealth Planning

South East Asia is witnessing remarkable wealth creation, driven by strong GDP growth in countries like Singapore, Vietnam, Malaysia and Thailand, according to McKinsey’s 2024 report...

READ MORE

[Insights Article]

04 Sep, 2026

Wealth Planning: Navigating the Unique Challenges

In recent years, Hong Kong has seen notable advancements in LGBTQ+ rights, marked by significant legal rulings that offer recognition to same-sex couples...

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[Insights Article]

04 Sep, 2026

Hong Kong’s CIES Scheme Creates New Wealth Management Opportunities

Since the Hong Kong Government’s official launch in March, the new Capital Investment Entrant Scheme (CIES) has recorded double-digit applications and over 1,600 enquiries as of early April as part of its drive to enhance the city’s diversity of skilled individuals and draw in new investment...

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[Insights Article]

04 Sep, 2026

Embracing AI in Succession Planning

Founded in China in 2020, the Inno-Future Young Entrepreneurs’ Alliance is a youth leader community focused on embracing technology and continuous learning...

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[Insights Article]

04 Sep, 2026

Pre-Immigration Tax planning is Crucial

According to a recent report published by Henley & Partner, cities in the United States and Asia continue to dominate the world’s top 10 wealthiest cities offering favourable environments for people to live, work, study and invest...

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[Insights Article]

04 Sep, 2026

More work still required to strengthen the family office ecosystem in Hong Kong

Family office businesses are becoming an important component of the financial services industry in Hong Kong, not just because of the huge business potential offered to a wide range of professionals...

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[Insights Article]

07 Sep, 2026

Accelerating the development of family office businesses in Hong Kong

Hong Kong is determined to establish itself as a regional wealth management hub for high-net-worth (HNW) families...

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[Insights Article]

07 Sep, 2026

Keep Calm and Carry On: Reflections on 2022 and Beyond

As we near the end of 2022, most parts of the world have entered into a post-pandemic normal. This includes Hong Kong, which is gradually loosening COVID restrictions...

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[Press Release]

05 Sep, 2022

Lioner Announces The Launch Of Singapore Entity To Accelerate International Growth

Lioner International Group Ltd. (Lioner), a financial services pioneer, announced today that its Singapore entity, Lioner International Consultancy Pte. Limited., has recently obtained a Financial Adviser’s (FA) license from the Monetary Authority of Singapore...

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[Insights Article]

07 Sep, 2026

Accelerate Growth in Asia

The Ukraine war, the pandemic, high inflation and tightening by the Federal Reserve in the US are creating tremendous uncertainties for the global economy and pose risks to the outlook...

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[Insights Article]

07 Sep, 2026

Weather the Storm of Market Volatility

Financial markets have experienced considerable volatility this year. Wall Street has wrapped up the worst first half for stock performance in decades, and the annual US inflation rate unexpectedly hit 9.1 percent in June, the highest since December 1981...

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[Press Release]

08 Jun, 2022

Lioner Accelerates its Growth with Establishment of Singapore Business

Lioner International Group Ltd. (“Lioner”), a financial services pioneer, today announces that it has made a strategic move in expanding its holistic servicing network to Singapore through the establishment of a new entity in Singapore...

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[Insights Article]

07 Sep, 2026

Fairer Society Through Tax Policies

Since the introduction of common prosperity, it has emerged as one of the most important concepts guiding government policies in China in the last 6 months...

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[Insights Article]

07 Sep, 2026

Allure of Cryptos Draws Clients & Wealth Planners As Appetite Grows

A couple of years on from the pandemic outbreak, the world has not only become far more digital, it has also opened the door to investing in digital assets, albeit just ajar in some markets, thereby attracting a new wave of Gen Z and millennial high net worth individuals (HNWIs)...

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[Media Interview]

07 Sep, 2026

Our Partners, Andrew Chan and Tony Chan have shared with CapitalHK on how Lioner can capture this opportunity with its integrated solutions that is unique in the market

Under the umbrella of the 14th Five-Year Plan, Hong Kong’s status continues to be supported as an international financial and trade centre; an international asset and risk management centre. Alongside China’s accelerated growth, FamilyOffice is undoubtedly...

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[Insights Article]

07 Sep, 2026

Driving ESG in Family Offices

Phrases like environmental, social and governance (ESG), climate change, green bonds and green financial hubs have been dominating the financial markets, including insurance companies, as well as family offices...

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[Insights Article]

07 Sep, 2026

Asia’s Great Wealth Transfer a Challenge for Family Businesses as Baby Boomers Step Down

The term baby boomers seems like a misnomer now. Born between 1946 and 1964, they are anything but babies – by 2030, they will all be over the age of 65...

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[Media Interview]

07 Sep, 2026

Tony Chan, Partner of Lioner, has shared his expertise with Takungpao on how Lioner can leverage Life Insurance products and Trusts to help high-net-worth clients manage their wealth property at different stages of life.

High-net-worth individuals and families face many risks due to their complex allocation of assets. Especially in this unprecedented era, most realized the importance of Wealth Management and Succession Planning to diversify their risk and sustain their business in...

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[Media Interview]

07 Sep, 2026

Lioner complements financial institutions in the ecosystem

Lioner’s flexible business model fosters collaboration with private banks and investment banks, asset management firms, insurers, accounting and professional services, enabling it to fill gaps in its own service where they exist. Our Partner Andrew Chan has shared with...

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[Media Interview]

07 Sep, 2026

Lioner’s Partners, Andrew Chan and Tony Chan share with Sing Tao Daily on how Lioner’s 3-in-1 solutions consortium ensure customer’s legacy and wealth will endure and grow over the generations.

Lioner's Partners, Andrew Chan and Tony Chan share with Sing Tao Daily on how Lioner’s 3-in-1 solutions consortium ensures customer’s legacy and wealth will endure and grow over the generations...

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[Press Release]

25 Nov, 2021

Lioner launch ceremony attended by finance industry partners; new managing director appointed focusing on business growth

Lioner International Group Ltd. (Lioner), a pioneering financial service provider offering unique 3-in-1 solutions for wealth planning, today announces its official launch ceremony in Hong Kong, with over one hundred key executives from the financial industry in...

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[Media Interview]

17 Nov, 2021

A holistic approach to HNW Legacy planning

"The key here is once we know the client, we would be able to communicate to the professionals in our professional language, so that the needs will be addressed specifically rather than having case reiterated every single time with every single professional."...

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[Media Interview]

22 Oct, 2021

New Entrant Lioner International Intent on Delivering a One-Stop Wealth Management Shop for Greater China Clients

"Nowadays, clients' needs are complex, and our vision is to establish a one-stop shop that can answer those expectations on a one-stop basis, targeting particular the HNW clientele...

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[Insights Article]

17 Oct, 2021

Family business succession planning face challenges in rapidly changing environment

Lioner Executive Series: Family businesses have long been a driver of the global economy, accounting for around 90% of all businesses. In Asia, they are particularly synonymous with entrepreneurship, business and society, comprising more than 70% of listed...

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[Press Release]

13 Sep, 2021

Lioner Appoints Another Top Industry Veteran as Partner To Strengthen the 3-in-1 Amalgamation with profound Wealth Planning experience

Lioner International Group Ltd. announced the appointment of Andrew Chan as Partner of Lioner, effective from today. Andrew, an industry veteran with more than 20 years of solid wealth planning experience from his various positions in private banks, insurance brokers...

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[Insights Article]

23 Aug, 2021

Serving GenX HNW clients with Life Insurance and Trust services for the first time in Hong Kong

Lioner Executive Series: Tony Chan offers his views on the HNW insurance industry in Asia and how he plans for Lioner to satisfy the demand for a new type of service aimed to meet the unique needs of Asia’s transitional wealth generation...

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[Press Release]

02 Aug, 2021

Lioner International Group Launched To Redefine the Concept of Wealth Planning

Believing there is no better time than the present, Lioner International Group Ltd. (Lioner), officially launches its services today to offer holistic Insurance, Trust and Family Office services to high-net-worth (HNW) clients with diverse needs. Wholly owned by the Group...

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