Lioner International Group Ltd.

[Insights Article]

28 Sep, 2026

Lioner’s First Five Years: Growing Across Asia’s Wealth Corridors

The last five years have reshaped Asia’s wealth landscape. Even amid global macro uncertainty, the region has continued to generate and attract substantial private capital, driven by entrepreneurship, technology adoption and the professionalisation of wealth management. Lioner’s growth has followed the wealth corridors linking Hong Kong, Singapore, and Switzerland—three centres that play distinct but complementary roles in how families build, manage, protect and transfer wealth.

[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...

[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...

[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...

[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)...

pexels-photomix-company-1002703-scaled-e1643358956397

[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...

shutterstock_1191667357_optimized-scaled

[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...

[Insights Article]

08 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.

[Insights Article]

21 Jul, 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?”...

[Insights Article]

12 Jun, 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)...

[Insights Article]

05 Jun, 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...

[Insights Article]

03 Mar, 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...

[Insights Article]

11 Nov, 2025

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...

[Insights Article]

12 Aug, 2025

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...

[Insights Article]

16 Jun, 2025

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 ...

[Insights Article]

08 May, 2025

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 ...

[Insights Article]

06 Oct, 2025

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...

[Insights Article]

14 Oct, 2024

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 ...

[Insights Article]

07 Jun, 2024

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...

[Insights Article]

03 Nov, 2023

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...

[Insights Article]

04 Aug, 2023

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...

[Insights Article]

10 Jul, 2023

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...

[Insights Article]

19 Apr, 2023

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...

[Insights Article]

25 May, 2022

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...

[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...

[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...