ABOUT US

Empowering Families To Flourish

W Plus M Limited has been a trusted source of knowledge and expertise for the world's wealthiest families, their family offices, and ultra-high-net-worth investors. We are a global network dedicated to facilitating informed decisions that protect family legacies and principles. Our organization operates as an exclusive, invitation-only family member network. 

We understand the unique challenges and opportunities that come with family wealth. With a deep understanding of family dynamics and a commitment to personalized service, we are dedicated to helping families thrive across generations.

In the present day, affluent business-owning families and family offices rely on W Plus M Limited for exclusive access to exceptional peer-to-peer networking opportunities, innovative educational initiatives, cutting-edge proprietary research,

Mission

Our mission at W Plus M Limited is to empower and support the world's wealthiest families, their family offices, and ultra-high-net-worth investors. We are dedicated to providing them with unparalleled knowledge, resources, and opportunities to make informed decisions, safeguard their legacies, and foster their long-term success. Through exclusive networking experiences, innovative education, pioneering research, and timely intelligence, we aim to be their trusted partner on their journey towards achieving their financial and personal goals.

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VISION

Our vision at W Plus M Limited is to continue being the premier global hub for the world's wealthiest families, their family offices, and ultra-high-net-worth investors. We aspire to be the ultimate destination where they turn for cutting-edge insights, unrivaled connections, and the most advanced resources to navigate the complex landscape of wealth management and legacy preservation.

We envision a future where our exclusive network remains at the forefront of innovation, providing transformative educational programs, pioneering research, and timely information that empower our members to thrive in an ever-changing world. Our ultimate goal is to be the trusted catalyst for their ongoing success, ensuring that their legacies endure for generations to come.

OUR PHILOSOPHY

Our philosophy is rooted in empowerment, community, and legacy preservation, guiding everything we do at W Plus M Limited.

EMPOWERMENT

We believe that informed decisions are the foundation of success. We are committed to providing our members with the knowledge, insights, and expertise they need to navigate the complexities of wealth management, family legacies, and investments. We empower them with the information necessary to make sound choices and seize opportunities.

COLLABORATION

We foster a sense of belonging within our exclusive network. We recognize that the collective wisdom and experiences of our members are invaluable. Collaboration and peer-to-peer networking are at the heart of our philosophy. By connecting like-minded individuals and families, we aim to create a supportive community where ideas are shared.

SAFEGUARDING

Preserving family legacies and values is of utmost importance. We are dedicated to helping our members protect what matters most to them. Our philosophy revolves around the long-term success and sustainability of our members' wealth, ensuring that it endures for future generations. To preserve the family's wealth throughout time.

To know more about our company and for further questions please reach out to us.

Conta​​​​ct us 

OUR BELIEFS

At W Plus M Limited, we embrace the belief that wealth encompasses more than mere finances. We promote positive thinking, recognize the diverse definitions of success, value the dynamics of family as an emotional system,

  • The world is better with positive thinking 
  • Success has different definitions 
  • Family is a dynamic emotional system 
  • Tomorrow is a brand new day 
  • Every maze comes with an exit 
  • Communication is a wild card 
  • There is always hope

OUR SERVICES

We provide solutions tailored to the unique needs of your family. We believe in a holistic approach to help you see your family through a different lens and are committed to walk the journey with you towards your defined long-term success. Our services include:

  • Succession and estate planning
  • Wealth structure health check
  • Family Office
  • Family governance
  • Family education
  • Tailored coaching

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OUR FOUNDER

Wisdom has been an international private client lawyer for over a decade having worked in both onshore and offshore law firms advising laws of Hong Kong, BVI, Cayman Islands, Jersey and Guernsey. She has also gained first-hand experience in private office of a wealthy family as sole legal counsel advising the family and family office on all issues surrounding wealth in all major jurisdictions such as UK, Canada and US.

As a keen lifelong learner, she has acquired invaluable broad working knowledge and experience in different areas and jurisdictions through working with elite advisors across the globe to serve wealthy multi-generational families with different cultures each facing unique challenges in succession.

Wisdom is also a trained life coach focusing on empowering her clients to create the life they want. She is passionate to foster harmony and trust within a family and empower each family member to thrive.

Languages: English, Cantonese, Mandarin
Recognition:
Citywealth 2020 Future Leaders Top 100
LegalWeek Private Client Global Elite 2018, 2019
Professional Qualifications: 
Solicitor, British Virgin Islands (non-practising)
Solicitor, England and Wales 
Solicitor, Hong Kong 
Trust and Estate practitioner (TEP)

WISDOM HON