核心成员
曹大桥
基金经理 · 香港律师会注册律师
毕业于英国兰卡斯特大学和中国政法大学，兼具法律、IT与金融背景，20余年法律、财富管理与跨境投资经验，专注于家族办公室架构与传承规划。
卢宇静
家办金融合规顾问
20余年香港公司注册与合规经验，专注金融牌照、跨境合规、家族信托及税务优化，熟悉香港LPFO与税收豁免政策。
肖世练
中国注册会计师 · 国际注册内部审计师
博士学位，20余年财务管理、税务咨询与全球资产配置经验，曾任国际四大及大型金融机构CFO。
郭文波
海外架构设计师
20余年离岸架构与税务筹划经验，擅长香港家族办公室财务管理与合规，熟悉税务豁免政策。
梁银娟
家办传承策略顾问
20余年跨境企业服务经验，专注于家族宪章、治理架构与接班人培养，注重价值观传承。
梁清华
执业律师
毕业于牛津大学和北京大学，擅长并购、跨境交易、IPO与融资，提供创新法律方案。
甘咏霖
香港注册会计师
英美会计师资格，14年财务管理经验，兼具四大审计与上市公司管理背景，擅长财务分析与内部控制。
Core Members
John Cavryn
Fund Manager · Registered Lawyer (HK)
Master’s degrees from Lancaster and CUPL. 20+ years in wealth management, specializing in family office structures and succession planning.
Dora Lu
Family Office Compliance Advisor
20+ years in HK compliance, specializing in SFC licensing, family trusts, and tax optimization. Expert in LPFO and family office exemptions.
Authen Xiao
CPA (China) · CIA
PhD in Management, 20+ years in financial management, tax advisory, and offshore investment. Former CFO, expert in global allocation.
Stawen Guo
Architect of Cross-Border Structures
20+ years’ experience in offshore structuring and tax planning. Specialized in HK family office compliance and financial planning.
Selina Leung
Family Legacy Strategy Advisor
20+ years in cross-border services. Focuses on family charters, governance, and succession training, preserving family values.
Qinghua Liang
Practicing Lawyer
Degrees from Oxford & Peking University. Experienced in M&A, IPOs, securitization, and financing. Provides innovative legal solutions.
Henry Kam
CPA (HK) · ACA (UK) · CISA
Master’s in Finance from Nottingham. 14+ years in FP&A and internal control. Big Four audit and listed company leadership experience.