Jadeite Family Office

03/06/2026

🚀 掌握亞洲下一個黃金十年！理大 SPEED《家族辦公室認證課程》早鳥優惠倒數中

在動盪的全球經濟中，超高淨值客戶（UHNWI）的財富管理，早已從單純的「資產配置」升級為「跨世代全面治理」。

根據市場調查， 2030年前將會有58億美元資產傳承。
身為專業人仕的你，準備好迎戰亞洲家辦的大趨勢嗎？

由 香港理工大學專業進修學院 PolyU SPEED 專業認證，攜手 6 位行業頂尖專家親授的《財富傳承與策略管理：家族辦公室認證課程》，將於 7 月 4 日正式開課！
3天課程讓你全方位了解家族辦公室的發展需求。

這不只是一門課程，更是你晉升頂層金融圈的入場券。

💡 以案例為基礎！4 大實戰核心模塊深度拆解

本課程由行業權威導師傾囊相授，帶你直擊行業痛點，精準對接市場最新趨勢。

•⁠ ⁠香港家辦生態與政策優勢 ｜ 搶佔先機！深入剖析最新市場發展與監管環境。
•⁠ ⁠資產架構與跨國稅務策略 ｜ 運籌帷幄！掌握國際稅務規劃與跨境資產配置要點。
•⁠ ⁠數位資產與創新投資機遇 ｜ 翻轉未來！探索區塊鏈與 AI 驅動 的新世代投資策略。
•⁠ ⁠傳承治理與風險管理 ｜ 跨代永續！建立高效治理架構，實現家族基業長青。

🌟 跨領域星級師資陣容（按英文姓氏字母排序）

匯聚法律、稅務、家辦治理、藝術品投資等跨界領袖，為你搭建高端職涯人脈網絡：

導師
| Dr. Ricky Lee | 一瑄家族辦公室創辦人 |
| Ms. Connie Yeung | 慷澄研策有限公司董事總經理 |
| Mr. Raymond Chak | 翟氏有限法律責任合夥律師行合夥人 |
| Mr. Allan Lee | 傳承學院副院長（專業培訓及治理）及家族治理中心總裁 |
| Mr. Heiman Ng | 資深藝術顧問、大學講師 |
| Mr. Calvin Lam | 鼎珮集團董事 |

🎯 誰適合參加？

•⁠ ⁠金融精英：私人銀行家、財富管理顧問、金融從業者。
•⁠ ⁠專業顧問：律師、會計師、信託從業者。
•⁠ ⁠家族決策者：希望為家族企業建立長遠傳承機制的決策者。
•⁠ ⁠事業轉型：有意轉型或擴展家族辦公室業務的專業人士。
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⏳ 限時早鳥優惠，即刻搶佔席位！

⁠💡 早鳥特惠：HK$7,500（原價 HK$9,800，須於 6 月 26 日前完成報名）

•⁠ ⁠開學日期：2026 年 7 月 4 日
•⁠ ⁠課程認證：理大專業認證 (PolyU SPEED)
•⁠ ⁠立即報名：https://www.speed-polyu.edu.hk/tc/short-course/mastering-family-office-cert

📞 課程諮詢

•⁠ ⁠電話：3746 0360 / 3746 0733
•⁠ ⁠電郵：[email protected]

#家族辦公室 #財富傳承 #資產配置 #跨世代傳承 #專業認證 #實戰案例 #稅務規劃 #金融專業

15/05/2026

家
係愛嘅起點
亦係傳承嘅根基💚

5.15 國際家庭日

#國際家庭日 #家庭 #愛與傳承

28/04/2026

您的财富策略是否与您的家族成员一样全球化？
现代家族的足迹早已跨越国界。当子女在英国升学、生意遍布亚洲时，传统的「单一司法管辖区」计划已不再适用。
在 一瑄家族办公室 (Jadeite Family Office)，我们深知跨境传承不仅仅是资金流动，更涉及全球税务、增值税及现金流架构的复杂交织。上周末，Dr Ricky Lee与 Terence Wong 及 Connie Yeung 深入剖析了家族如何结合英国升学策略与长远资产保护。

衷心感谢我们的专业讲者、顾问团队以及活动策划小组，在香港朗廷酒店为观众带来了一场精彩的深度解析。

The modern family is no longer bound by borders. With children studying in the UK and business interests spread across Asia, the traditional "single-jurisdiction" plan is becoming a relic of the past.
At Jadeite Family Office (一瑄家族办公室), we understand that cross-border succession isn't just about moving money; it’s about navigating the intricate web of global tax laws, capital gains, and cash flow structures. Last weekend, Dr. Ricky LEE, KCR joined Terence Wong and Connie Yeung to deep-dive into how families can bridge the gap between UK education strategies and long-term asset protection.

A special thanks to our incredible advisors, professional speakers, and the entire event team for creating a seamless experience at The Langham.

20/04/2026

如果你的家人已经分散在不同国家——
你的财富，还可以用同一套「计划」去管理吗？

移民，不只是身份转变，而是一场涉及税务、教育、资产配置及家族传承的全面重整。当你踏出海外第一步，背后其实隐藏着更多关键决策。

📍 4月25日｜一瑄家族办公室 诚邀您出席
【从英国升学策略到跨地域家族传承架构｜全解析讲座】

我们特别邀请三位跨领域专家，从不同角度为您拆解「移民背后真正要面对的问题」：

👨‍🎓 Terence Wong｜英国升学专家
主题：英国选校必须注意七件事
深入分析英国升学门槛、选校策略及常见误区，为子女铺排最合适的升学路径。

👨‍💼 Ricky Lee｜一瑄家族办公室 创办人
主题：英国最新税季展望
分享最新英国税务趋势，结合真实案例，剖析移民前后的资产配置与税务部署关键。

👩‍⚖️ Connie Yeung｜怀澄研策 信托财税专家
主题：跨境传承案例解析
透过实战案例，讲解如何利用信托及架构设计，实现跨地域资产保护与家族传承。

💡 讲座重点包括：
✔ 入息税、增值税及跨境税务影响
✔ 资产比例与不同地区税例差异
✔ 海外升学规划策略
✔ 如何透过资产结构创造稳定现金流

📅 日期：2026年4月25日
⏰ 时间：2:30 PM
📍 地点：香港朗廷酒店

这不只是一场讲座，而是一个让你重新审视「家族未来布局」的机会。

🎯 名额有限，立即报名：
👉 【报名连结：https://forms.gle/zx9yaYXG7i7ACAzS8】

如果你认真考虑移民，或者已经踏出第一步——
这场，你不应该错过。

If your family members are already living across different countries —
can your wealth still be managed under a single “plan”?

Immigration is never just about relocation. It is a comprehensive restructuring involving taxation, education, asset allocation, and family legacy planning. Every step you take globally comes with critical decisions behind the scenes.

📍 25 April | Jadeite Family Office proudly presents
“From UK Education Planning to Cross-Border Family Succession | A Full Breakdown”

We are bringing together three experts from different fields to help you understand what truly matters behind immigration planning:

👨‍🎓 Terence Wong | UK Education Specialist
Topic: 7 Key Considerations for UK School Selection
Gain insights into admission strategies, school selection, and common pitfalls in UK education planning.

👨‍💼 Ricky Lee | Founder, Jadeite Family Office
Topic: UK Latest Tax Season Outlook
Explore the latest UK tax landscape, with real case sharing on pre- and post-immigration tax and asset structuring strategies.

👩‍⚖️ Connie Yeung | Trust & Tax Specialist, Inheritance Advisory
Topic: Cross-Border Succession Case Studies
Learn how trust structures and strategic planning can protect assets and facilitate smooth family succession across jurisdictions.

💡 Key Highlights:
✔ Income tax, VAT, and cross-border tax implications
✔ Asset allocation vs. different tax regimes
✔ Overseas education planning strategies
✔ Structuring assets to generate sustainable cash flow

📅 Date: 25 April 2026
⏰ Time: 2:30 PM
📍 Venue: The Langham, Hong Kong

This is more than just a seminar —
it’s an opportunity to rethink your family’s global future strategy.

🎯 Limited seats available — register now:
👉 【Registration Link: https://forms.gle/zx9yaYXG7i7ACAzS8 】

If you are considering immigration — or already on the journey —
this is one session you should not miss.

#一瑄家族辦公室 #移民展 #移民講座 #講座

14/04/2026

今个周末，你准备好为未来作出一个更有策略的决定了吗？
移民，从来不只是「走」与「留」的选择，而是一个关乎资产配置、子女教育、税务规划，以至家族未来的长远部署。

一瑄家族办公室将于本周末参与 IMPEX 国际移民及置业博览，为您带来一站式移民理财服务。我们的专业团队将现场为您深入分析移民前后的关键部署，包括资产重整、税务安排、海外升学规划，以及家族传承策略，助您在变局中稳步前行。

无论您正考虑移民英国、澳洲，或规划未来国际化生活，我们都能为您提供最贴合个人及家庭需要的专业建议。

📍 现场更有专家驻场，即场解答您的疑问
📍 真实案例分享，助您掌握市场最新趋势
📍 一对一咨询，为您度身订造专属方案

📅 日期：2026年4月18–19日
📍 地点：湾仔会展 5F-G
📌 展位：F9, F11

欢迎亲临与我们交流，一同为您的未来做好准备。

Are you ready to make a smarter move for your future this weekend?

Immigration is never just about leaving or staying — it’s about strategic planning across wealth allocation, children’s education, tax structuring, and long-term family legacy.

This weekend, Jadeite Family Office will be participating in the IMPEX International Immigration & Property Expo, bringing you a truly one-stop immigration financial solution.

Our professional team will be on-site to provide in-depth insights on pre- and post-immigration planning — including asset restructuring, tax strategies, overseas education planning, and family succession. We help you navigate change with clarity and confidence.

Whether you are considering the UK, Australia, or building an international lifestyle, we are here to tailor solutions that truly fit your family’s needs.

📍 Meet our experts on-site for immediate consultation
📍 Real case sharing with up-to-date market insights
📍 1-on-1 advisory tailored to your personal situation

📅 Date: 18–19 April 2026
📍 Venue: HKCEC, Wan Chai – Hall 5F-G
📌 Booth: F9, F11

let’s plan your future, together.

19/03/2026

《一瑄谈家办》现已正式于香港三大书局——商务、三联及中原全面上架！

本书凝聚一瑄家族办公室多年在财富管理与家族传承领域的专业经验，致力为读者深入解析家族办公室的核心理念，并引领大众重新思考「财富的真正价值」。

诚邀您在经过书店时多多支持，亲身翻阅，感受当中的专业洞见。同时，本书亦已开放网上订购服务，让您足不出户，也能轻松了解香港家族办公室的运作与发展。

📚 线上订购： https://jadeitefo.com/product/book1/
欢迎支持，一同探索财富与传承的全新视角。

《一瑄谈家办》is now officially available at Hong Kong’s three major bookstores — Commercial Press, Joint Publishing, and Chung Yuen Bookstore!

This publication brings together years of expertise from Jadeite Family Office in wealth management and legacy planning, offering readers valuable insights into the core concepts of family offices while redefining the true meaning of wealth.

We warmly invite you to support us by visiting bookstores and exploring the book in person. In addition, online ordering is now available, allowing you to gain a deeper understanding of Hong Kong’s family office landscape from the comfort of your home.

📚 Order Online: https://jadeitefo.com/product/book1/
Join us in discovering a new perspective on wealth and legacy.

04/03/2026

🎉 一瑄家族办公室祝您2026年马年快乐！

随着2026年的到来，我们踏入象征着速度、自信和不断追求卓越的精神的活力马年！
一瑄家族办公室 祝愿每位客户及伙伴在新的一年中能够把握机遇，勇敢迈向未来，实现心中的理想和目标。

祝大家在马年事事如意，心想事成，事业蒸蒸日上！
🌟 一瑄家族办公室期待与您一起迎接2026年的挑战与机遇，为共同的成功而努力！

02/02/2026

一瑄家族辦公室創辦人李立基博士於上周舉辦新書發佈會，正式隆重推出全港第一本有關香港家族辦公室的書 《一瑄談家辦》。本書由一瑄家族辦公室 李立基博士與 Legacy Academy 傳承學院 李家輝先生共同撰寫，歷時兩年精心策劃與完成，將一瑄家族辦公室與財富傳承學院的核心理念融為一體，並把兩位作者多年在家族辦公室及財富傳承領域累積的實戰經驗與專業知識，系統性地整理並濃縮為一本兼具深度與可讀性的著作。

兩位作者期望透過本書，為大眾開啟對「財富的真正價值」的全新視角，協助讀者重新思考財富如何為家庭、社會及下一代帶來長遠而正面的影響，並為有志建立或了解家族辦公室的人士提供具啟發性的參考。

同時，我們衷心感謝場地贊助及支持單位 SW Hong Kong，對是次新書發佈會的鼎力支持，讓活動得以圓滿舉行。

📘《一瑄談家辦》
📚 訂書連結：https://forms.gle/PebqCiyHZENQZj92A

讓我們一起探索財富的未來！

25/12/2025

Jadeite Family Office wishes you a Merry Christmas and a Happy New Year!

01/12/2025

🌟 Discover the Power of the Seven-Year Rule for Inheritance Tax! 🌟

Are you making the most of the Seven-Year Rule in your inheritance tax planning? This rule is a game-changer for those looking to pass on their wealth while minimizing tax burdens! In the UK, if you gift assets and live for at least seven years after making the gift, it's usually exempt from inheritance tax (IHT). These gifts are known as potentially exempt transfers (PETs). But there's more to know...

🔍 If you pass away within seven years of the gift, your beneficiaries might face a tax bill, with the rate being highest in the first three years and tapering off until year seven.
🔹 Within 3 years: Full 40% IHT rate
🔹 3-4 years: 32%
🔹 4-5 years: 24%
🔹 5-6 years: 16%
🔹 6-7 years: 8%
🔹 After 7 years: No IHT due! 🙌

💡 Gifts from surplus income can be made without limits if they don't affect your lifestyle, and don't forget the £3,000 annual gift allowance! However, gifts to trusts and those with reservations don't fall under this rule. With potential government changes on the horizon, now is the time to plan effectively.

At Jadeite Family Office, we understand the complexities of inheritance tax planning and are here to guide you every step of the way. Let's ensure your legacy is preserved for generations to come. Reach out to us for expert advice tailored to your unique situation!

💬 We want to hear from you! Have questions or insights on the seven-year rule? Drop them in the comments below and let's get the conversation started. Don't forget to like, share, and help others discover a smarter way to plan for the future!

👉 Take control of your inheritance planning today. Contact us to learn more about securing your family's future.

Speculation is rife chancellor Rachel Reeves has plans to target inheritance tax once again in her upcoming Budget. But the 7 year inheritance tax rule can save you thousands - here’s how it works.