About Keen Wisdom
Your Trusted Family Office Partner Since 2010
KEEN WISDOM is a premier family office dedicated to providing comprehensive wealth management and strategic advisory services to high-net-worth individuals and families. With expertise in accounting, taxation, investment strategy, and succession planning, we deliver tailored solutions that preserve and grow generational wealth while honoring family values and legacy.
Keen Wisdom Family Succession Advisory Services
Vision & Mission
- Assist every entrusted family in achieving a smooth succession and passing on their wealth.
- Become the most reputable and trusted family succession advisory firm in the Greater Bay Area.
- Solving our clients' challenges is our highest priority.
Core Competencies
- Deep expertise in family succession and inheritance planning.
- A team of cross-disciplinary experts.
- We provide comprehensive, holistic solutions to high-net-worth families — not financial products.
Corporate Culture
- Respect for every partner's professional background and abilities.
- Innovative thinking to solve client challenges.
- Integrity and strict client confidentiality above all.
Our Signature Client Platform
We host an exclusive platform offering market-unique experiences for our high-net-worth clients.
Objectives
Enhance client experience, loyalty, and engagement with Keen Wisdom.
Strengthen incentives and motivation for clients to refer new members.
Increase new membership enrolments and cross-selling opportunities.
Seven Themed Circles for Regular Client Engagement
Culture Circle
Regularly invite mainland university professors and scholars to teach clients Chinese classics, Chinese cultural philosophy, and Eastern & Western management philosophy.
Wellness Circle
Provide clients with premium medical services, regular health check-ups, and health & wellness information.
Wealth Circle
Regularly host wealth forums, inviting China and Hong Kong investment experts to share investment trends and market movements — capturing opportunities while mitigating risks.
Legacy Circle
Invite renowned China and Hong Kong scholars to train next-generation succession skills, discover entrepreneurial spirit, cultivate entrepreneurial qualities, and study successful Eastern & Western business succession cases.
Enterprise Circle
Source startup and private equity investment opportunities for clients and help identify their second career life-curve opportunities.
Arts Circle
Regularly host salon gatherings including music, theatre, antique artefacts, and art appreciation events.
Spirit Circle
Arrange mind-body-spirit retreats promoting positive thinking, improving mental wellbeing, and providing emotional value and volunteer services for family and friends.
Our Services
Comprehensive Solutions for Wealth Management
Wealth Management
Strategic portfolio management and investment advisory services tailored to your financial goals and risk profile.
Tax Planning & Compliance
Expert tax optimization strategies and compliance services across multiple jurisdictions.
Family Office Services
Comprehensive family office solutions including governance, succession planning, and legacy preservation.
Strategic Advisory
Forward-thinking strategic counsel on business development, investments, and wealth structuring.
Legacy Planning
Thoughtful succession and estate planning that ensures smooth wealth transfer across generations.
Leadership Team
Experienced Professionals Dedicated to Your Success
Wallance Yeung
Founder & CEO
Hattie Sun
Chief Strategy Officer
Bella Man
Chief Operating Officer
Kit Ngan
Chief Financial Officer
Get in Touch
Let's discuss how we can help preserve and grow your family's wealth