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Preserving your legacy

After working hard for many years, you've built a legacy you want to share with your loved ones. Appropriate legacy planning will allow you to distribute your wealth in a way that benefits your family. Contact us for personalised advice.
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You might have many types of assets, and some of them are not easily separated. Get a better understanding of legacy laws and concepts to plan your inheritance.

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You need to fully understand your legacy needs to find the right product.

financial health check; the image used for wealth legacy page
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To see what to do next, first evaluate your financial situation.

Products geared towards inheritance planning

Investment products (in Chinese only)

We offer a wide range of investment options that match your investment objectives and experience to help you achieve your financial goals for wealth inheritance planning.

Third-party distributed insurance products

We offer a variety of portfolio with guaranteed returns and flexible combinations to meet your legacy needs, and provide a solid backing for you and your family. 

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Want to prepare your legacy but not sure where to start? Leave your contact information and we will call you back within 1-2 working days.

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Please dial the country code of mainland China +86 if you are calling from overseas, Hong Kong SAR, Macau SAR, or Taiwan

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A good life after retirement depends on more than just saving enough money. Consider asset protection programs to ensure safe and secure income after retirement.

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Whether you have a child on the way, or one that is ready to attend university overseas, you can plan and build an education fund to help them reach their greatest potential.