Our Services

We specialize in ensuring the steady growth of your assets and providing long-term security for your loved ones. As the premier insurance team in the Pan – Asian region, the Round Table Family collaborates with global partners to offer you the most suitable framework and blueprint for wealth succession planning.

Wealth Management and Succession Planning

With a client – centric approach, the Round Table Family tailors risk adjustments to meet your specific investment needs. We have strong partnerships with 50 custodian banks and securities companies in countries like Singapore and Dubai, enabling us to provide efficient, convenient, and top-quality one-stop services.

Independent Asset Management

As the premier dual – engine business development platform in Hong Kong, Round Table Family goes beyond insurance planning. Our subsidiary – WRise Wealth Management Family Office, offers a comprehensive suite of services that encompasses residential planning, premium healthcare, overseas education, investment and savings, corporate solutions, property sales, as well as legal and tax consultations.

Family Office Solutions

In addition to our expertise in asset management and wealth succession planning, the Round Table Family can cater to your specific requirements by offering professional trust and fund advisory services. Whether it's substantial trusts, private banking, bond financing, or accounting, we have the knowledge and resources to meet your needs.

Trust and Fund Solutions