Academy
Discover Group E Academy, our renowned training institute empowering wealth planning practitioners to advance their careers and elevating industry talent across the region
Insurance
Group E provides best-in-class bespoke life insurance solutions that are curated for a high-net-worth clientele, covering every stage of the wealth cycle and serve both personal and business needs.
Wealth and Business Creation
Wealth Preservation and Business Growth
Retirement and Business Maturity
Wealth and Business Transfer
Our team of specialists bring extensive experience in wealth planning, tax, banking, fiduciary and insurance built through Group E operations as well as via our local affiliates, including Everon Insurance Services Limited (for Hong Kong-based services), and Everbright US Insurance Co. Limited (for US-based services).
We have built a broad network of international insurance carriers, ensuring that our portfolio of insurance solutions is amongst the most comprehensive and high-quality in the market catering to our business partners and clients.
Wealth planning services
· Wealth Protection
· Liquidity Planning
· Risk Allocation of Assets
· Foreign Estate Tax Optimisation
· Asset Protection
· Business Succession
· Estate Equalisation
· Charitable Giving…
Wealth structuring
Expert-led wealth planning consultation that listen to your needs to create strong trust structures and successful outcomes
