Our story
Jade Legacy Asset Management team combines long-established investment expertise with a deep foundation in family office services, offering high-net-worth clients one-stop, customized family office solutions.We help affluent families in Asia and the Greater Bay Area preserve their prosperity and sustain their legacy.
4
Offices worldwide
10+
Employees
10+
Yrs of Experience
Our expertise
#1
Trust Services, Family Office and Limited Partnership Funds
Establish robust trust structures tailored to your family’s unique needs. Our bespoke solutions provide asset protection, succession planning, and multi-generational wealth preservation, with full cross-jurisdictional compliance.
Integrated wealth management for high-net-worth families. We combine investment oversight, tax planning, estate management, philanthropic advisory, and lifestyle coordination—all aligned with your family’s values and long-term vision.
We structure and manage private investment vehicles through limited partnership arrangements. Services include fund formation, regulatory compliance, investor relations, and strategic asset allocation to optimise returns while minimising risk exposure.
#2
Tax Planning,
Asset Managment and
Capital Allocation
Confident navigation of complex international tax landscapes. Our cross-border strategies minimise liabilities, ensure regulatory compliance, and leverage treaty benefits across Hong Kong, Mainland China, and other international jurisdictions.
Disciplined portfolio management to preserve and grow your wealth. We offer diversified investment strategies, risk assessment, performance monitoring, and ongoing rebalancing—all aligned with your financial objectives and risk tolerance.
Optimising liquidity and capital deployment across your holdings. Our experts structure efficient cash flow management, inter-company financing, foreign exchange strategies, and working capital solutions to enhance overall portfolio performance.
#3
Immigration Services,
Banking Solutions and Loan Arrangements
Secure residency and citizenship pathways for your family. End-to-end advisory covering visa applications, investment migration programs, relocation planning, and family reunification—focused on the UK, Australia, and other key jurisdictions.
Access to premium banking relationships and offshore solutions. We facilitate private banking introductions, multi-currency accounts, credit facilities, and specialised banking services for high-net-worth individuals and corporate entities.
Flexible financing solutions for personal and business needs. From property mortgages to corporate lending, we negotiate favorable terms, manage documentation, and coordinate with leading financial institutions to secure optimal loan packages.
Trusts Services, Family Office and Limited Partnership Funds
Rooted in Hong Kong, we integrate the three key specialisms of family office, limited partnership fund, and trust services, delivering a one-stop solution to protect your assets and plan your wealth — comprehensive, dependable, and passed down through generations.
Asset Managment and Allocation
Asset Succession and Legacy
Cross-border wealth management expert, offering comprehensive planning with clear direction. One-stop professional services connecting global strengths, bringing your legacy vision to life.
Rooted in cross-border asset succession, we provide a comprehensive blueprint and clear guidance. One-stop professional stewardship ensures your family wealth spans generations and integrates seamlessly with the world.
Overseas Immigration Services
Entrust your identity planning to us, and save the smooth life and family reunion for yourself — led by senior management, with over decades of experience, offering thoughtful overseas immigration and passport services.
Hot countries coverages as below:-
Nauru
Features
-
70+countries Visa-Free
Access -
No UK Visa-Free
-
No EU Visa-Free
-
~ 3 months Processing
St. Kitts &
Nevis
Features
-
Zero Tax Benefits
-
UK Visa-Free 6 months
-
EU Visa-Free 3months
-
4-6months processing
Turkey
Features
-
E-2 Visa Pathway to the U.S.
-
Flexible RE/Deposits/Capital Investment
-
110+ Visa-Free countries
-
3-6months processing
Vanuatu
Features
-
Zero Tax Benefits
-
2 weeks PR card
-
Flexible Feature
-
2-3 months processing
Jade Legacy Asset Management team combines long-established investment expertise with a deep foundation in family office services, offering high-net-worth clients one-stop.
Latest news
Gutenberg Sample Post
Entrust your identity planning to us, and save the smooth life and family reunion for yourself — led by senior management, with over decades of experience, offering thoughtful overseas immigration and passport services. Hot countries coverages as below:-
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Let’s talk today
If you want to start a new project, we invite you to get in touch with us.
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