Public Pricelist
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Wealth Management and Advisory ($100/hour)
Our team of experts provides personalized wealth management and advisory services to help you make informed investment decisions, optimize your portfolio, and grow your wealth.
$ 100.00 100.0 HKD
Education and Workshops ($120/hour)
Access exclusive educational programs and workshops designed to enhance your financial literacy, estate planning knowledge, and wealth management skills.
$ 120.00 120.0 HKD
Family Office Support ($120/hour)
We offer support for family offices, helping you streamline operations, implement best practices, and manage the complexities of multigenerational wealth.
$ 120.00 120.0 HKD
Philanthropic Advisory ($150/hour)
Explore philanthropic opportunities and strategies to make a meaningful impact in your community or globally.
$ 150.00 150.0 HKD
Legacy and Succession Planning ($150/hour)
Receive guidance on preserving your family's legacy and values through comprehensive succession planning and wealth transfer strategies.
$ 150.00 150.0 HKD
Wealth Structure Health Check ($200/hour)
A critical review of your wealth structure to identify potential issues and recommend improvement areas
$ 200.00 200.0 HKD
Research and Insights ($200 monthly access)
Benefit from groundbreaking proprietary research and timely intelligence on wealth management trends, investment opportunities, and market developments.
$ 200.00 200.0 HKD
Networking Opportunities ($200 membership)
Join our global network of like-minded individuals and families for peer-to-peer networking, knowledge sharing, and collaboration.
$ 200.00 200.0 HKD
Coaching ($300/hour)
Partnering with you to discover, clarify and align with what you want to achieve and make it easier and quicker for you to get what you want
$ 300.00 300.0 HKD
Family Governance Service ($300/hour)
Family governance services are professional advisory and consulting offerings designed to assist affluent families in establishing and maintaining effective structures and processes for managing their wealth, assets, and family dynamics across generations. These services play a crucial role in helping families preserve their wealth, foster communication, and mitigate conflicts among family members.
$ 300.00 300.0 HKD
Private Wealth Course ($600/session)
A bite-size course covering essential knowledge in legal, tax, trust in major jurisdictions relating to private wealth
$ 600.00 600.0 HKD
W Club and W Plus Club ($800 membership/monthly)
Quarterly newsletter on latest key development in law and tax relating to private wealth
Complimentary webinar
Monthly physical/virtual workshop sharing knowledge and experience
A complimentary class in Private Wealth Course
Free to join the study group
Networking event
15% discount on all services and events
$ 800.00 800.0 HKD