Guide your family in cultivating
A Legacy in Full Bloom
At Jireh’s core, we believe true legacy is not a vault to be locked, but a garden to be nurtured.
It is a living, flourishing force—one that, with vision and dedicated care, unfolds into ever-greater brilliance, much like the splendor of a peacock in full display.
The name Jireh signifies divine provision and foresight—the very principles guiding our stewardship. We go beyond mere wealth preservation to actively cultivate lasting heritage, helping your family’s foundation and assets take deep root, grow with strength, and ultimately blossom in radiant splendor, ensuring prosperity across generations.
This is our enduring promise:
To guide your family in cultivating A Legacy in Full Bloom
Our Services
Personal Tax Residency Planning
Defining and optimizing individual tax status and compliance arrangements in a multi-jurisdictional context:
Analysis of Individual Tax Residency and Domicile Determination
Cross-border income, assets, and potential tax risk assessment
Coordinated planning of tax status with asset and income structures
Tax planning for relocation, change of residency status, and multi-jurisdictional living arrangements
Delivering optimized overall tax outcomes while ensuring full legal and regulatory compliance, mitigating cross-border tax risks, and supporting long-term wealth planning and global mobility strategies.
Family Relations and Marital Wealth Planning
Changes in marriage and family structures are fundamental to the stability of wealth. We offer lifecycle-based wealth preservation solutions for families:
Pre-marital Wealth Planning and Asset Protection
Marital Wealth Management and Agreement Structuring
Cross-border Marriage and International Family Asset Planning
Risk Identification and Defensive Design for the Marital Arrangements of the Next Generation
Balancing emotional well-being with financial security to build a resilient foundation for multi-generational wealth preservation.
Succession Execution and Coordination Management
Supervisory services for the administration of trusts and foundations
Oversight of distribution rules among family members and dispute coordination
Advisory and stewardship services during family succession transition periods
Balancing institutional discipline with family harmony to ensure a smooth and seamless succession process.
Philanthropic Structuring
Establishment of family charitable trusts / charitable foundations
Legally and tax-compliant design of philanthropic frameworks
Integrating philanthropy as an integral component of the family wealth structure, while transmitting enduring social values.
Top-Tier Family Wealth Architecture Design
Establishing a robust and forward-looking overarching framework for family wealth succession, ensuring long-term stability and orderly continuity:
Effective risk segregation between individual and family assets
Optimization of asset allocation and overall tax structure
Establishment of a clear and sustainable multi-generational transfer mechanism
Achieving secure, compliant, and structured cross-generational wealth succession through the optimization of family asset structures and succession planning arrangements.
Asset Inventory and Title Clarification
We assist families in comprehensively identifying and clarifying asset structures and ownership relationships:
Family Asset Inventory and Valuation
Review of family members' shareholdings and income entitlements
Asset Title Confirmation and Governance Structure Optimization
Establishing clear rights and responsibilities to lay a solid foundation for succession and governance.
Succession and Education Framework
Family member education and financial literacy development
NextGen training and succession planning
Academic and Admissions Guidance
Pre-succession communication and psychological counseling
Family Values Documentation and Mission Statement (Family Constitution / Charter)
Empowering the next generation to inherit not only the family’s wealth, but also its vision and legacy.
Multi-Jurisdictional, Multi-Currency Asset Segregation Design
Structured allocation of onshore and offshore assets
Multi-currency liquidity management and risk isolation
Global Tax and Foreign Exchange Compliance Strategies
Achieving layered security for global assets, enhancing risk resilience and capital controllability.
Global Insurance Planning Framework
Insurance serves as the cornerstone of the defensive layer in family wealth management.
We provide cross-border insurance solutions spanning key jurisdictions:
Coverage regions: Bermuda, Hong Kong, the United States, Singapore
Insurance types: Key person insurance, savings-linked policies, life insurance, annuities, medical and long-term care insurance
Strategic value: Risk transfer, wealth accumulation, enhanced intergenerational transfer efficiency
Safeguarding the stability and continuity of family wealth.
Family Security and Future Planning
Building a multi-layered protection framework for the family's long-term future:
Emergency Response Mechanisms and Succession Authorization
Retirement planning and lifetime financial security
Funding Allocation for Children's Education and Upbringing
Transforming wealth into an enduring source of family security and well-being.
Nurturing Family Bonds & Passing Down Family Values
Dedicated to supporting each family member in maintaining physical and mental well-being, broadening their horizons, pursuing personal growth, and building wealth.
Dedicated to fostering enduring happiness, harmony, and strong cohesion among family members
Guiding family members toward sound values and conduct through effective incentive mechanisms developed collaboratively, such as the Family Constitution
Ensuring that the cultural and spiritual foundations underlying the family’s prosperity are faithfully preserved and passed down through generations.
Philanthropic Ethos and Cultural Legacy
Educational and Engagement Frameworks for Family Members in Philanthropy
Family charitable funds and community involvement initiatives
Perpetuating the family’s spirit of benevolence across generations as an enduring emblem of its identity and values.
At Jireh, we firmly believe that family wealth planning is not merely about asset management—
—but serves as a cornerstone for enhancing family quality of life, stability, and legacy.
Through a global perspective and tailored planning, we provide cross-border families with comprehensive and sustainable wealth protection and succession solutions—
.
Upholding a spirit of openness and collaboration, we partner with
elite professionals across various fields to deepen strategic cooperation with
and jointly build a service ecosystem for high-net-
-worth clients.
To date, we have established strategic partnerships with multiple
family offices, immigration and education advisors, wealth
management institutions, and asset allocation consultants—
, demonstrating our core strength in resource integration and
synergistic operations.
Our team comprises world-class professionals, including cross-
-border lawyers, tax specialists, certified public accountants, licensed
trust practitioners, and investment and financing advisors. We are
, dedicated to providing our partners' clients with comprehensive,
long-term support at every stage of their journey.
Our services offer a full spectrum of bespoke solutions, including
-family wealth structuring, cross-border coordination, customized asset management (
), and comprehensive resource integration—all delivered with a dedicated, concierge-style approach
.
We are eager to collaborate with you in a synergistic and complementary manner, fostering enduring, trust-based relationships.
If you are seeking a long-term partner dedicated to shared growth through
and the sustained empowerment of your clients, we warmly
invite you to engage in a deeper dialogue with us. Together, we can
create new opportunities and build a future of mutual success.
Our Professional Team
Rebecca Kallioniemi, TEP , LIC
Founder & CEO
Graduate of York University, Canada
Trust Estate Practitioner (TEP) affiliate
LIC-Life Insurance Counselor
Wealth Chartered Management
Certified Trust Planner (Hong Kong)
Over 30 years of experience in the life insurance industry
Assisted more than 100 high-net-worth families in establishing effective succession planning
Specialized in cross-border tax
compliance and family office advisory services for clients in China, the United States, the United Kingdom, Canada, Australia, Japan, Hong Kong, and Singapore.
Vivian Leung, TEP
Co-founder & Chief Operating Officer
Graduated from the California Institute of Technology, USA
Serving as Deputy Director at an internationally renowned trust company in the United States
Over ten years of professional, licensed experience in the trust
industry.
Successfully assisted over 100 clients in establishing trust
inheritance structures.Specializes in serving cross-border family
, including those in China, the U.S.
, the UK, Canada, Australia, Japan,
Hong Kong, and Singapore, providing
tax compliance, and family office
consulting services.
Alan Luo
Co-founder & Legal Consultant
Bachelor of Laws from Huazhong University of Science and Technology (
)Master of Business Administration from the University of Hong Kong
Founder & CEO of CCVISA Family Office
Licensed attorney with 20 years of experience in the
, specializing in cross-border trade between China and Hong Kong, offshore wealth management, tax planning, and establishing offshore family trusts.Holds a leading position in shaping the identity of entrepreneurs in Hong Kong and Singapore
Possesses extensive practical experience in tax planning and
structuring top-level family wealth
frameworks for directors, supervisors, senior executives of listed companies, and private business owners.
Hannah Wang
Co-founder & General Manager
Manhattanville University
Established an immigration firm nearly a decade ago
Possesses extensive experience in the immigration industry
Successfully assisted over 100 high-
-net-worth families in their global
transitionsSpecializes in serving cross-border family-
s in China, the United States,
the United Kingdom, Canada, Australia, Japan, Hong Kong, and Singapore, offering consulting services on tax compliance, international identity planning, and family office management.
Rebecca Kallioniemi, TEP , LIC
Founder & CEO
Graduate of York University, Canada
Trust Estate Practitioner (TEP) affiliate
LIC-Life Insurance Counselor
Wealth Chartered Management
Certified Trust Planner (Hong Kong)
Over 30 years of experience in the life insurance industry
Assisted more than 100 high-net-worth families in establishing effective succession planning
Specialized in cross-border tax
compliance and family office advisory services for clients in China, the United States, the United Kingdom, Canada, Australia, Japan, Hong Kong, and Singapore.
Vivian Leung, TEP
Co-founder & Chief Operating Officer
Graduated from the California Institute of Technology, USA
Serving as Deputy Director at an internationally renowned trust company in the United States
Over ten years of professional, licensed experience in the trust
industry.
Successfully assisted over 100 clients in establishing trust
inheritance structures.Specializes in serving cross-border family
, including those in China, the U.S.
, the UK, Canada, Australia, Japan,
Hong Kong, and Singapore, providing
tax compliance, and family office
consulting services.
Alan Luo
Co-founder & Legal Consultant
Bachelor of Laws from Huazhong University of Science and Technology (
)Master of Business Administration from the University of Hong Kong
Founder & CEO of CCVISA Family Office
Licensed attorney with 20 years of experience in the
, specializing in cross-border trade between China and Hong Kong, offshore wealth management, tax planning, and establishing offshore family trusts.Holds a leading position in shaping the identity of entrepreneurs in Hong Kong and Singapore
Possesses extensive practical experience in tax planning and
structuring top-level family wealth
frameworks for directors, supervisors, senior executives of listed companies, and private business owners.
Hannah Wang
Co-founder & General Manager
Manhattanville University
Established an immigration firm nearly a decade ago
Possesses extensive experience in the immigration industry
Successfully assisted over 100 high-
-net-worth families in their global
transitionsSpecializes in serving cross-border family-
s in China, the United States,
the United Kingdom, Canada, Australia, Japan, Hong Kong, and Singapore, offering consulting services on tax compliance, international identity planning, and family office management.