{"id":322,"date":"2025-10-21T15:13:41","date_gmt":"2025-10-21T15:13:41","guid":{"rendered":"https:\/\/www.aiaprivate.com.hk\/en\/?page_id=322"},"modified":"2025-11-25T15:25:30","modified_gmt":"2025-11-25T15:25:30","slug":"estate-planning","status":"publish","type":"page","link":"https:\/\/www.aiaprivate.com.hk\/en\/estate-planning\/","title":{"rendered":"What We Offer"},"content":{"rendered":"\n<div class=\"wp-block-group is-nowrap is-layout-flex wp-container-core-group-is-layout-c80fc36b wp-block-group-is-layout-flex\" style=\"padding-right:55px;padding-left:55px\">\n<picture>\n<source media=\"(min-width:650px)\" srcset=\"https:\/\/www.aiaprivate.com.hk\/en\/wp-content\/uploads\/2025\/11\/invest_big4-1.png\">\n<source media=\"(min-width:380px)\" srcset=\"https:\/\/www.aiaprivate.com.hk\/en\/wp-content\/uploads\/2025\/11\/invest_big4-1.png\">\n<img decoding=\"async\" src=\"https:\/\/www.aiaprivate.com.hk\/en\/wp-content\/uploads\/2025\/11\/invest_big4-1.png\" alt=\"AIA private\" style=\"width:50px;\">\n<\/picture>\n\n\n\n<p>At AIA Private, our wealth management services are designed to facilitate a seamless and effective transfer of wealth to your chosen loved ones, ensuring adequate liquidity to address potential estate-related liabilities while preventing unexpected issues and disputes for your family.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group is-nowrap is-layout-flex wp-container-core-group-is-layout-c80fc36b wp-block-group-is-layout-flex\" style=\"padding-right:55px;padding-left:55px\">\n<picture>\n<source media=\"(min-width:650px)\" srcset=\"https:\/\/www.aiaprivate.com.hk\/en\/wp-content\/uploads\/2025\/11\/invest_big1.png\">\n<source media=\"(min-width:380px)\" srcset=\"https:\/\/www.aiaprivate.com.hk\/en\/wp-content\/uploads\/2025\/11\/invest_big1.png\">\n<img decoding=\"async\" src=\"https:\/\/www.aiaprivate.com.hk\/en\/wp-content\/uploads\/2025\/11\/invest_big1.png\" alt=\"AIA private\" style=\"width:50px;\">\n<\/picture>\n\n\n\n<p>With over a decade of experience in wealth planning and financial advisory services tailored to high net worth individuals, our private wealth planners possess the expertise to develop flexible and personalized plans that align with your financial goals and aspirations.&nbsp;<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group is-nowrap is-layout-flex wp-container-core-group-is-layout-c80fc36b wp-block-group-is-layout-flex\" style=\"padding-right:55px;padding-left:55px\">\n<picture>\n<source media=\"(min-width:650px)\" srcset=\"https:\/\/www.aiaprivate.com.hk\/en\/wp-content\/uploads\/2025\/11\/invest_big3.png\">\n<source media=\"(min-width:380px)\" srcset=\"https:\/\/www.aiaprivate.com.hk\/en\/wp-content\/uploads\/2025\/11\/invest_big3.png\">\n<img decoding=\"async\" src=\"https:\/\/www.aiaprivate.com.hk\/en\/wp-content\/uploads\/2025\/11\/invest_big3.png\" alt=\"AIA private\" style=\"width:50px;\">\n<\/picture>\n\n\n\n<p>What sets us apart are our comprehensive investment, wealth, and financial planning solutions. Whether you seek to establish a succession plan or require guidance for specific life stages, we are dedicated to meeting your needs in the most effective way possible.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-d2a3880e wp-block-buttons-is-layout-flex\" style=\"margin-top:var(--wp--preset--spacing--30)\">\n<div class=\"wp-block-button is-style-outline is-style-outline--1\"><a class=\"wp-block-button__link has-white-text-color-color has-text-color has-background has-link-color wp-element-button\" href=\"https:\/\/www.aiaprivate.com.hk\/en\/managed-investment-portfolio\" style=\"border-style:none;border-width:0px;border-top-left-radius:20px;border-top-right-radius:20px;background-color:#a0905d;font-style:normal;font-weight:400\">Professional Managed investment portfolio<\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-outline is-style-outline--2\"><a class=\"wp-block-button__link has-white-text-color-color has-text-color has-background has-link-color wp-element-button\" href=\"https:\/\/www.aiaprivate.com.hk\/en\/wealth-planning\/\" style=\"border-style:none;border-width:0px;border-top-left-radius:20px;border-top-right-radius:20px;background-color:#a0905d;font-style:normal;font-weight:400\">Wealth Planning<\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-outline is-style-outline--3\"><a class=\"wp-block-button__link has-white-text-color-color has-text-color has-background has-link-color wp-element-button\" href=\"https:\/\/www.aiaprivate.com.hk\/en\/risk-management\/\" style=\"border-style:none;border-width:0px;border-top-left-radius:20px;border-top-right-radius:20px;background-color:#a0905d;font-style:normal;font-weight:400\">Risk Management<\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-outline is-style-outline--4\"><a class=\"wp-block-button__link has-white-text-color-color has-text-color has-background has-link-color wp-element-button\" href=\"https:\/\/www.aiaprivate.com.hk\/en\/bank-premium-financing-facility\/\" style=\"border-style:none;border-width:0px;border-top-left-radius:20px;border-top-right-radius:20px;background-color:#a0905d;font-style:normal;font-weight:400\">Bank Premium Financing Facility<\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-fill\"><a class=\"wp-block-button__link has-white-text-color-color has-text-color has-link-color wp-element-button\" style=\"border-style:none;border-width:0px;border-top-left-radius:20px;border-top-right-radius:20px;font-style:normal;font-weight:400\"><strong>Estate Planning<\/strong><\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-outline is-style-outline--5\"><a class=\"wp-block-button__link has-white-text-color-color has-text-color has-background has-link-color wp-element-button\" href=\"https:\/\/www.aiaprivate.com.hk\/en\/cies\/\" style=\"border-style:none;border-width:0px;border-top-left-radius:20px;border-top-right-radius:20px;background-color:#a0905d;font-style:normal;font-weight:400\">Capital Investment Entrant Scheme (CIES) Advisory<\/a><\/div>\n<\/div>\n\n\n\n<p class=\"has-text-color has-link-color has-mdm-large-font-size wp-elements-24b7b17d32e3b429fc70f5922a5794e7\" style=\"color:#a0905d;padding-right:var(--wp--preset--spacing--30);padding-left:var(--wp--preset--spacing--30)\"><br><strong><strong>Estate Planning<\/strong><\/strong><\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"padding-right:var(--wp--preset--spacing--20);padding-left:var(--wp--preset--spacing--20)\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"50\" height=\"50\" src=\"https:\/\/www.aiaprivate.com.hk\/en\/wp-content\/uploads\/2025\/10\/asset_icon6.jpg\" alt=\"\" class=\"wp-image-557\" style=\"width:50px\"\/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:200%\">\n<p><strong><strong>Will and Trust Creation<\/strong><\/strong><br>We also partner with several multiple international organisations to provide customers with advisory services through referrals on will and trust. Provide guidance on establishing wills, trusts, and other legal documents to facilitate effective wealth transfer and minimize tax implications.<\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"50\" height=\"50\" src=\"https:\/\/www.aiaprivate.com.hk\/en\/wp-content\/uploads\/2025\/10\/wealth_icons1.jpg\" alt=\"\" class=\"wp-image-402\" style=\"width:50px\"\/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:200%\">\n<p><strong><strong>Legacy Planning<\/strong><\/strong><br>Ensuring that family values \u200b\u200band philanthropic goals are integrated into estate planning to create a lasting impact on future generations.<\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"50\" height=\"50\" src=\"https:\/\/www.aiaprivate.com.hk\/en\/wp-content\/uploads\/2025\/10\/wealth_icons2.jpg\" alt=\"\" class=\"wp-image-403\" style=\"width:50px\"\/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:200%\">\n<p><strong><strong>Tax Implications<\/strong><\/strong><br>Addressing estate tax issues, developing strategies to reduce the financial burden on heirs, and ensuring the smooth transfer of wealth.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"770\" src=\"https:\/\/www.aiaprivate.com.hk\/en\/wp-content\/uploads\/2025\/11\/estate-2-1024x770.jpeg\" alt=\"\" class=\"wp-image-1164\" style=\"width:531px;height:auto\" srcset=\"https:\/\/www.aiaprivate.com.hk\/en\/wp-content\/uploads\/2025\/11\/estate-2-1024x770.jpeg 1024w, https:\/\/www.aiaprivate.com.hk\/en\/wp-content\/uploads\/2025\/11\/estate-2-300x226.jpeg 300w, https:\/\/www.aiaprivate.com.hk\/en\/wp-content\/uploads\/2025\/11\/estate-2-768x577.jpeg 768w, https:\/\/www.aiaprivate.com.hk\/en\/wp-content\/uploads\/2025\/11\/estate-2.jpeg 1064w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>At AIA Private, our wealth management services are designed to facilitate a seamless and effective transfer of wealth to your chosen loved ones, ensuring adequate liquidity to address potential estate-related liabilities while preventing unexpected issues and disputes for your family. With over a decade of experience in wealth planning and financial advisory services tailored to [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-322","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.aiaprivate.com.hk\/en\/wp-json\/wp\/v2\/pages\/322","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.aiaprivate.com.hk\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.aiaprivate.com.hk\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.aiaprivate.com.hk\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.aiaprivate.com.hk\/en\/wp-json\/wp\/v2\/comments?post=322"}],"version-history":[{"count":47,"href":"https:\/\/www.aiaprivate.com.hk\/en\/wp-json\/wp\/v2\/pages\/322\/revisions"}],"predecessor-version":[{"id":1361,"href":"https:\/\/www.aiaprivate.com.hk\/en\/wp-json\/wp\/v2\/pages\/322\/revisions\/1361"}],"wp:attachment":[{"href":"https:\/\/www.aiaprivate.com.hk\/en\/wp-json\/wp\/v2\/media?parent=322"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}