English
中文
Generation Wealth Management
Preserving Wealth. Empowering Legacy. Building Generational Leadership.
At LPRD Wealth Management, we partner with high-net-worth Chinese families to ensure that wealth is not only preserved—but purposefully passed on. Our solutions are designed to support succession, family harmony, and long-term prosperity across generations. We integrate financial structuring, legal safeguards, family governance, and legacy planning into one cohesive approach.
Our Comprehensive Wealth Solutions
We provide cross-border wealth solutions for high-net-worth families through:
Family Trust Structures
We help clients establish both onshore and offshore trusts for:
- Asset protection
- Retirement & education planning
- Charitable giving
- Business succession
Trust Benefits:
- Shield assets from legal, political, and creditor risks
- Maintain family privacy and control
- Enable long-term tax-efficient wealth transfer
Estate Planning & Cross-Border Distribution
Our team prepares robust estate strategies with tools such as:
- Wills and Letters of Wishes
- Power of Attorney
- Family Holding Companies (e.g., HK SPVs)
- Jurisdiction-specific tax alignment
Family Governance & Next-Gen Education
We help establish:
- Family Constitutions
- Family Councils
- Next-Gen Mentorship Tracks
These structures ensure future heirs are united, aligned, and prepared for stewardship.
Philanthropy & Social Capital Planning
We guide the creation of:
- Private foundations
- Donor-advised funds (e.g., in New Zealand)
- Giving strategies aligned with family values
Additional Services
includes:
- Immigration & tax planning
- Insurance & protection strategies
- Private banking support
- Estate and legacy planning
- Family governance & next-gen education
- Philanthropy and social capital frameworks