Understand the Present
Map the family, business, cash flow, protection, residency and domestic and overseas arrangements.
Solutions
One long-term map for interconnected family needs
Starting with each family’s real priorities, we bring protection, compliance, global expansion, residency and succession into one coordinated framework—reducing gaps, duplication and conflicting arrangements.
One gateway, one coordinated professional ecosystem
SHINE FAMILY integrates an established network across global expansion, law, tax, accounting and audit, banking, insurance, trusts, residency and family governance. Clients do not have to search for and manage each institution alone. Our platform develops a shared understanding of the need, matches the appropriate licensed or qualified partners, coordinates delivery and follows progress across workstreams. Professional services are executed by the relevant licensed or qualified providers, while government authorities, banks and other institutions conduct their own independent reviews.
01 · FAMILY
Family Protection & Long-Term Reserves
Review family responsibilities, protection gaps, long-term reserves and cash flow across healthcare, critical illness, accidents, income interruption, education, retirement and family care. Specific services are delivered by the relevant licensed or qualified ecosystem partners within their authorised scope.
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02 · COMPLIANCE
Cross-Border Tax & Asset Compliance
Coordinate tax, legal and accounting professionals around tax residence, offshore income, overseas accounts, offshore companies and ownership structures, including reporting obligations, information gaps and foreign tax credit considerations.
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03 · ODI
Global Expansion & ODI Coordination
Map the mainland operating entity, Hong Kong platform, overseas project, filing or approval route, banking requirements and foreign-exchange steps, then coordinate ODI, legal, tax, banking and cross-border specialists across the ecosystem. Regulatory filings and banking matters remain subject to independent review by the relevant authorities and institutions.
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04 · HONG KONG
Hong Kong Residency & Family Settlement
Compare applicable talent-admission, employment-based and New CIES pathways, coordinating immigration, education, tax and family-settlement resources around eligibility evidence, dependants, education and living needs, renewal conditions and long-term objectives. Each programme is independently assessed by the competent authority.
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05 · LEGACY
Legacy Planning & Family Governance
Coordinate insurance, legal, tax and trust professionals while distinguishing the roles of insurance, insurance trusts, family trusts, wills and family constitutions. The resulting workstreams can address beneficiaries, minors, business ownership, cross-border succession and family decision-making rules.
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Tailored scope
Every engagement is assessed against the family’s circumstances and the professional work required. The proposed scope, professional fees and any applicable third-party costs are explained for the specific engagement before work begins.
Method
Four steps from question to coordinated action
Define the Objective
Clarify who is being protected, when resources may be needed, who is responsible and which options should remain open.
Coordinate the Ecosystem
SHINE FAMILY matches and coordinates the appropriate legal, tax, insurance, trust, banking, residency and global-expansion professionals.
Review Over Time
Revisit arrangements as family circumstances, policy environments and business stages change.
Start
Understand the family first, then shape the work
For an initial conversation, simply tell us what matters most, the timeframe you have in mind and the best way to reach you.