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    • 🌐 Interactive Brokers
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Tag: estate planning

July 31, 2019July 25, 2019Personal finance

Who can write your will? Only these three people

I am not in the business of writing wills, but as a holistic wealth manager and financial planner, I often need to […]

July 16, 2019July 16, 2019Books

Book Review: 101 Biggest Estate Planning Mistakes

I rarely read books about celebrities and their stories. Even though I read a lot, it is also rare for me to […]

Concubine definition in Hong Kong inheritance ordinance
May 22, 2019Web finds

“Concubine” still appears in Hong Kong Inheritance Law

When reading through the Hong Kong’s Cap 481 Inheritance (Provision for family and dependents) ordinance, I was quite surprised to find the […]

US Trusts and Estate Planning Seminar
November 30, 2017November 30, 2017Education, Events

US Trusts and Estate Planning Seminar Dec 13th 6:30pm in Central, Hong Kong

California-based attorney and asset protection expert Vivian Yuan is back in Hong Kong as a visiting speaker on Wednesday, December 13th at […]

May 31, 2017Events

Protecting Your California Assets: Seminar with Visiting Estate Lawyer Vivian Yuan

We are pleased to host California asset protection expert Vivian Yuan as a visiting speaker on July 12th at 6:30pm at our […]

January 30, 2017Personal finance

Your Financial Life in Hong Kong, Part 6: Wills and Estate Planning

This is part 5 in my 8-part guide to your financial life in Hong Kong. It is mostly intended for foreigners living in or moving to Hong Kong looking to better understand “the system” and better manage their money both in and outside of Hong Kong.Β  Let me know if you have any questions. Hong […]

January 1, 2017Personal finance

Financial Planning Service Package

GFM Asset Management runs discretionary, separately managed portfolios of stocks, bonds, and currencies for individual clients, as well as providing comprehensive financial […]

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