I am not in the business of writing wills, but as a holistic wealth manager and financial planner, I often need to ask whether clients have an updated will. If not, I believe I have a duty to make a referral to the best person I believe can help write your will, if you need […]
I rarely read books about celebrities and their stories. Even though I read a lot, it is also rare for me to mention a book I’ve read and enjoyed so much in so many conversations as this one: 101 Biggest Estate Planning Mistakes by Herbert Nass. Published in 2009, this book even has a recommendation […]
When reading through the Hong Kong’s Cap 481 Inheritance (Provision for family and dependents) ordinance, I was quite surprised to find the words “concubine” and “concubinage” not only appears and is defined, but is used a total of 10 times in just this law. I’m in no place to comment any further on it, other […]
California-based attorney and asset protection expert Vivian Yuan is back in Hong Kong as a visiting speaker on Wednesday, December 13th at 6:30pm for our US trusts and estate planning seminar. Alaska, Wyoming, and South Dakota trusts are among those can be used by both American and non-Americans to better control investment and business assets […]
We are pleased to host California asset protection expert Vivian Yuan as a visiting speaker on July 12th at 6:30pm at our boardroom at Eaton House, Hong Kong. Vivian Yuan is based in Silicon Valley, California, where she runs a law firm providing estate planning, asset protection, tax planning, and business formation services in California, […]
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. Let me know if you have any questions. Hong […]
GFM Asset Management runs discretionary, separately managed portfolios of stocks, bonds, and currencies for individual clients, as well as providing comprehensive financial planning. Our specialty is financial planning and portfolio management for families whose financial lives span multiple countries. Our most popular financial planning package includes the following services with an IFPHK CERTIFIED FINANCIAL PLANNERCM Professional: Review of your […]