At Oldham, Li & Nie, we take special pride in our Wealth Management Practice. Our private clients need to preserve and enhance their wealth in the long-term and investment strategy, overall strategy and structure are paramount in relation to such. We take into account the most appropriate structure and approach to reflecting clients’ circumstances.

We do not believe that the “standard structure or trust” can ever be a genuine long-term solution and it is unlikely to be as effective as a carefully planned bespoke solution. Internationalisation of both Asian and non-Asian clients and a cross-jurisdictional spread of family assets means much more complex succession and tax issues. We at OLN take a broad and independent view and are better placed to understand the structure well before the investment strategy. Large returns on assets are academic if swallowed up by unforeseen taxes, legal liabilities or inadequate succession planning.


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