Our team
Our team consist of experts from different aspects including Wealth Management, Taxation Planning, Real Estate and Private Equity.
Single Family Office
We assist client to setup Single Family Office in Hong Kong and Singapore. Single Family Office manages the investment of a family’s financial assets and provides other services exclusively to members of the family with the primary objective of achieving the family’s multi-generational goals.
Asset Management
Our dedicated client advisors and global investment council team deliver world-class advisory and discretionary management services across various asset classes such as alternative investments, private equities, private label fund
Trust Advisory Services
Our dedicated client advisors and global investment council team deliver world-class advisory and discretionary management services across various asset classes such as alternative investments, private equities, private label fund
Residence & Citizenship,
Education
One of our experienced client advisors will carefully assess your personal requirements and help you select the most suitable residence or citizenship by investment program to meet your individual needs and preferences. This initial consultation is free of charge. We also guide and advise education for the next generation.
Concierge Service
We focus on family offices' lifestyle and concierge services and how they have expanded to keep up with the times. Family office lifestyle concierges are expanding their services to meet the demands of younger generations who prioritise experiences. This includes luxury art investments, healthcare advice, and cybersecurity recommendations.
Our Management Team
Our team consists primarily of experienced professionals from private banking backgrounds. They bring decades of expertise in serving ultra high-net-worth and high-net-worth clients, managing complex wealth structures, and designing sophisticated financial solutions.
Co founder
Danika Ma
Ms. Ma is a seasoned financial executive with over 20 years of distinguished experience in corporate and private banking, specializing in sophisticated wealth management strategies for ultra high-net-worth and high-net-worth individuals and family offices. She has held senior positions at leading global institutions, including UBS and HSBC Group, cultivating a proven track record of excellence.
In 2024, Ms. Ma was appointed Head of Project Investment for the Overseas Division of JTM Holdings, a Japanese conglomerate. In this capacity, she is responsible for customizing Japan investment solutions and leading the co-development of real estate projects and Real Estate Investment Trusts (REITs).
Co Founder
Crystal Yan
Ms. Yan began her private banking career at DBS Private Bank in 2008, later advancing through positions at Standard Chartered Private Bank and Deutsche Bank Private Bank. With nearly two decades of experience, she specializes in providing customized asset management solutions to ultra high-net-worth and high-net-worth individuals, families, and institutional investors. Her expertise covers investment management, wealth planning and succession, risk mitigation, and administrative support. Under her guidance, clients have consistently achieved sustained asset growth and strategic portfolio allocation.
Senior Partner
Julia Li
Ms. Li possesses over 20 years experience of international corporate banking experience, having built her career at Singapore's OCBC Bank and UOB. Demonstrating strong professional capability and dedication, she structured financing solutions for dozens of Chinese cross-border companies, facilitating over USD 5 billion in funding to support their global growth.
Later, she joined Hang Seng Private Bank in order to develop customized wealth management and succession plans for approximately fifty ultra high-net-worth and high-net-worth families, supporting sustained wealth growth and intergenerational transfer.
Head of Operation
Lucas Tong
Mr. Tong holds a Master's in Marketing from City University, which provided a strong foundation for his financial career. His academic background gives him distinct strengths in understanding market trends, identifying client needs, and developing effective strategies.
With ten years of experience in wealth management at HSBC Group and China Construction Bank, Mr. Tong has handled a wide range of financial products—from basic personal finance to complex portfolio management—consistently broadening his expertise.
Through strong performance, he advanced to private banking, where he now delivers customized financial solutions for high-net-worth clients.