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’ shareholding 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 of 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: Keyman 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.

Cultivating Family Relationships & Passing on Family Spirit

Committed to supporting each family member in sustaining physical and mental well-being, broadening their perspectives, pursuing personal growth, and generating 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
comprehensive and sustainable wealth protection and succession
solutions for cross-border families.

Upholding a spirit of openness and collaboration, we partner with
elite professionals across various fields to deepen strategic
cooperation 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 of 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, such as
family wealth structuring, cross-border coordination, customized
asset management, and comprehensive resource integration—all
delivered with a dedicated, concierge-style approach.

We are keen to work with you in a synergistic and complementary
manner, fostering enduring, trust-based relationships.

If you are looking for a long-term partner committed to shared
growth 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 (HK)

  • Over 30 years of experience in the life insurance industry

  • Assisted more than 100 HNW families in building effective succession planning

  • Specialized in cross-border tax
    compliance and family office advisory services for clients in China, U.S.A., United Kingdom, Canada, Australia, Japan, Hong Kong, and Singapore

Vivian Leung TEP

Co-founder & COO

  • Graduated from the California
    Institute of Technology, USA

  • Serving as Deputy Director at an
    international trust company

  • Over ten years of professional
    licensed experience in the trust
    industry

  • Successfully assisted more than 100
    clients in establishing trust
    inheritance structures

  • Specializes in serving cross-border
    families, including those in China, the
    USA, 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 & Technology

  • Master of Business Administration from the University of Hong Kong

  • Founder & CEO of CCVISA Family Office

  • Licensed lawyer with 20 years of
    experience, 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 planning 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 & GM

  • 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
    transitions

  • Specializes in serving cross-border
    families 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 (HK)

  • Over 30 years of experience in the life insurance industry

  • Assisted more than 100 HNW families in building effective succession planning

  • Specialized in cross-border tax
    compliance and family office advisory services for clients in China, U.S.A., United Kingdom, Canada, Australia, Japan, Hong Kong, and Singapore

Vivian Leung TEP

Co-founder & COO

  • Graduated from the California
    Institute of Technology, USA

  • Serving as Deputy Director at an
    international trust company

  • Over ten years of professional
    licensed experience in the trust
    industry

  • Successfully assisted more than 100
    clients in establishing trust
    inheritance structures

  • Specializes in serving cross-border
    families, including those in China, the
    USA, 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 & Technology

  • Master of Business Administration from the University of Hong Kong

  • Founder & CEO of CCVISA Family Office

  • Licensed lawyer with 20 years of
    experience, 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 planning 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 & GM

  • 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
    transitions

  • Specializes in serving cross-border
    families 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