[Insights Article] 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), just ahead of Switzerland’s US$2.94trillion. This narrow gap that underscores a bigger point: cross-border wealth is no longer about choosing a single “best” booking centre. Offshore wealth is no longer a place; it’s a strategy.
[Press Release] 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.
[Insights Article] 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. Beyond the celebrity angle, the story highlights a universal question for wealth-creating families: how to transfer wealth in a way that protects beneficiaries, reduces conflict, and preserves family intent across generations.
Every wealth-creating family shares the same hope: to build something that outlasts them. Yet the old adage—“shirt sleeves to shirt sleeves in three generations”—endures for a reason. Wealth erosion is rarely caused by bad intentions. More often, it stems from delayed decisions: unclear purpose, improvised governance, unprepared heirs, and structures built only when a crisis forces action.
Early trust planning is one of the most optimistic steps a family can take. It turns intention into a durable framework—before complexity, conflict or a major life event sets the agenda.
