[媒体访问] Lioner做「管家」 帮富豪传承财产 藉保险税务信托 助财富增值抗风险 (星岛日报)
随着经济的飞速发展,世界各地的贫富差距变得悬殊。大众熟知的「2080定律」认为,社会上80%的财富掌握在20%的人手中。而香港作为全球最富裕的城市之一,自然「藏龙卧虎」,吸纳了不少富豪和超级富豪(后者资产净值达3000万美元或以上)。莱坊近期在一项调查报告中提及,要成为香港资产最多的前1%,需拥279万美元(约合2160万港元),而如何将巨额财富传承至下一代,无疑是富豪们关心的问题。
[新闻稿] Lioner开幕典礼获金融业界鼎力支持 任命新董事总经理 专注推动业务增长
提供「三合一」财富管理方案的金融服务先驱Lioner International Group Ltd. (「Lioner」)今天宣布在香港举行开幕典礼,过百位金融业界精英出席支持。公司同时宣布任命祝启瑶为董事总经理,主力推动大中华市场的业务增长。
17/11/2021
[媒体访问] A holistic approach to HNW Legacy planning
(此页内容只提供英文版本)
"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."
Andrew Chan, partner of Lioner, recently had an interview with Hubbis and shared his views about the holistic approach to HNW Legacy planning.