Our Professional Team

REBECCA KALLIONIEMI TEP LIC

  • Graduate of York University, Canada

  • Trust and Estate Planner (TEP) Member

  • International Life Insurance and Trust Tax Architect

  • Wealth Management Chartered Advisor

  • Hong Kong Certified Trust Planner

  • With over thirty years of experience in the life insurance industry

  • Assisting over 100 high-net-worth families in developing effective estate planning strategies

  • Specializing in providing cross-border tax compliance and family office advisory services to clients in China, the United States, the United Kingdom, Canada, Australia, Japan, Hong Kong, and Singapore.

Founder and CEO

Liang Wei-Yin TEP

  • Graduated from the California Institute of Technology in the United States

  • Serves as Deputy Director at an international trust company

  • Possesses over a decade of professional licensed trust practitioner experience

  • Successfully assisted over a hundred clients in establishing trust succession frameworks

  • Specializing in serving cross-border families across China, the United States, the United Kingdom, Canada, Australia, Japan, Hong Kong, and Singapore, providing tax compliance and family office advisory services.

Co-Founder and COO

HANNAH WANG

  • Manhattanville College

  • Founded an immigration company nearly ten years ago

  • Possesses extensive experience in the immigration industry

  • Successfully guiding over a hundred high-net-worth families to explore the world

  • Specializing in serving cross-border families in China, the United States, the United Kingdom, Canada, Australia, Japan, Hong Kong, and Singapore, providing tax compliance, international identity planning, and family office consulting services.

Co-Founder and General Manager | International Tax Identity Planner

STEPHEN LAU

  • Bachelor of Laws, The University of Hong Kong

  • Solicitor of the High Courts of Hong Kong, the United Kingdom, the Commonwealth of Australia, and Singapore

  • International Notary Public

  • Over forty years of professional experience assisting with family succession and personal care legal safeguards, including drafting wills, enduring powers of attorney, advance healthcare directives, handling probate and estate administration, corporate restructuring, and more.

Senior Legal Consultant

TANG RONG

  • Master of Laws, Corporate Compliance Officer

  • Member of the Marriage and Family Affairs Committee

  • Senior Partner, Shanghai Zhonglian (Qianhai)

  • Practicing in Shenzhen for 12 years, specializing in corporate equity structures and mitigation of criminal liability for directors, supervisors, and senior management.

Senior Chinese Legal Consultant

RAYMOND FONG

  • Former Chief Immigration Assistant at the Hong Kong Immigration Department, with over thirty years of service

  • Familiar with Hong Kong's identity verification system and the implementation mechanisms of its residency policies

  • Focus on Hong Kong Identity Planning and Quality Migrant Admission Scheme (QMAS) Strategy

  • Provide residency arrangements and compliance risk assessments

  • Assisted Ronnie O'Sullivan in obtaining Hong Kong residency through the Quality Migrant Admission Scheme

  • Current Hong Kong Snooker Team Coach and Chief Coach of the Hong Kong Snooker Academy

Senior Director | Hong Kong Identity and Immigration Affairs

ZHANG ZHENGZHENG

  • Ph.D. in Experimental Economics, China Europe International Business School EMBA Class of 2017

  • Fudan University LICA Lecturer, LIC CFA ESG

  • Sunland Trust (License No.: 1464971) Global Strategic Partner

Co-founder

DR. TOMMY CHAN

  • Ph.D. in Psychology, Michigan State University, USA

  • Hong Kong Registered Clinical Psychologist

  • Professional Certified Coach by the International Coach Federation

  • Advisor to U.S. Cross-Border Family Offices, providing coaching and consulting services to high-net-worth individuals

  • Specializes in building a successful mindset and effective behavioral habits, supporting strategic planning and leadership execution

  • Provides professional support for second-generation leaders in capabilitydevelopment, role definition, and cross-generational communication integration

  • Integrates psychological and value-based perspectives to optimize philanthropic initiatives and major donation decisions

  • Over 30 years of private practice experience, serving Fortune 500 companies and family enterprises

Corporate Behavior Decision-Making and Psychological Strategy Consultant

  • Professional Counselor

  • Advanced Certificate in Family Therapy (AAFT, Hong Kong)

  • Advanced Certificate in Couple and Family Therapy (Canada)

  • EMDR Trauma Therapist, EMDR Institute

  • Certified Counselor, APCPA and CCPA

  • Member of the Hong Kong Professional Counselling Association, the American Counseling Association, and the Hong Kong Marriage and Family Therapy Association

  • Certified Pre-Marital/Marriage Counselor

  • Hong Kong Mental Health First Aid Instructor

Family Therapist and Relationship Counselor

FLORENCE LIU

JUDY WONG

  • Master of Education (U.S.)

  • Founder of Consilium Education

  • Honorary President, New Territories Association of Heads of Secondary Schools

  • Over 10 years of experience assisting children from high-net-worth mainland Chinese families in gaining admission to top schools in the United States, the United Kingdom, and Hong Kong

  • Successful placement cases include Alice Ho (youngest daughter of Stanley Ho) and members of the Alibaba family

  • Former Executive Committee Member and Chairperson of the Parent-Teacher Associations of Diocesan Boys’ School and Diocesan Primary School

Chief International Education Strategy Advisor

ASAN CHAN

  • Senior Education Consultant (Comprehensive planning and admissions preparation for Hong Kong primary,secondary, and university schools)

  • Zhaotong Peicai Consulting Limited

  • Head of Master Classroom (Hong Kong) – a leading educational chain with over 30branches, specializing in entrance exams and HKDSE prep in Chinese, English,Mathematics, and various electives.

  • Bachelor of Business Administration, The Chinese University of Hong Kong

  • Over 15 years of experience tutoring high school English

  • Currently serving as Chief Editor of English and Interview Course Materials

  • Responsible for training interview course instructors; professional and reliable

  • The teaching team has served over 100 schools

Senior Education Consultant