Greater Bay Area · Hong Kong · Global

Shield
Family Office

修 德 家 族 办 公 室

A comprehensive family office rooted in Hong Kong, deeply cultivated in the Chinese market. Professional, pragmatic and flexible wealth management for generations.

扎根香港，深耕中国市场的综合性联合家族办公室
以专业、务实、灵活的理念，为每一个家族世代相伴

探索服务 预约咨询
GBA
粤港澳大湾区
8+
核心服务领域
10+
国际身份方案
Hong Kong
世代相伴  ·  共创未来
About Us

Your Offshore Wealth Management Center

您的离岸财富管理中心

SHIELD Wealth is a comprehensive and integrated family office rooted in Hong Kong and deeply cultivated in the Chinese market. With insurance and investment business as the core, we collaboratively build a client management system, committed to providing clients with the most premium and efficient service experience.

修德财富是一家扎根于香港、深耕中国市场的综合性联合家族办公室，以定制化和多元化服务为特色，强调专业性与执行力并重，以灵活务实为理念，竭诚为客户提供服务。

Professionalism
专业
Pragmatism
务实
Flexibility
灵活
Client First
客户为尊
Our Advantages

Why Choose Shield

我 们 的 优 势

01
Greater Bay Area Roots
扎根大湾区
Firmly rooted in the Guangdong-Hong Kong-Macao Greater Bay Area, leveraging rich resources to provide comprehensive solutions for clients globally.
02
International Expert Team
国际专家团队
A team of experts in investment, immigration, law, tax, finance and insurance proficient in both domestic and international business environments.
03
Diversified Services
多元化服务
Broad service scope covering personal and enterprise needs: family wealth management, identity planning, healthcare, overseas education, and more.
04
Generational Companionship
世代相伴
Adhering to long-term development, aligned with client interests. Continuously updating services to meet changing needs, co-creating the future together.
Our Businesses

Comprehensive Services

我 们 的 业 务

🏛️
Family Trust
家族信托
A global asset management tool to effectively avoid property risks and ensure orderly wealth inheritance across generations.
🛡️
Insurance Planning
保险规划
Comprehensive and professional services with carefully selected insurance products including overseas high-value policies, whole life and critical illness cover.
📊
Asset Allocation
资产配置
Customized wealth distribution strategies to achieve asset diversification, covering global funds, overseas real estate and more.
⚖️
Financial & Legal
财税法务
Comprehensive international consulting covering finance, tax planning, cross-border compliance, legal services and overseas business registration.
🌍
International Identity
国际身份
Global residence and citizenship planning, providing flexible options across multiple countries to optimize asset safety and expand opportunities.
🎓
Overseas Education
海外留学
Personalized one-stop VIP education planning from primary school to master's degree across Hong Kong, UK, US, Canada, and Australia.
🏥
Health Management
健康管理
Advanced medical services with a global perspective: genetic testing, health products, medical aesthetics and premium overseas healthcare.
👑
Elite Inheritance
精英传承
Cultivating leadership of the next generation — innovation, learning, social and business capabilities — building a solid foundation for family succession.
Family Trust

Our Service Process

家族信托服务流程

1
需求诊断
沟通客户情况和需求
2
尽职调查
审核客户信息和资产情况
3
方案设计
设计服务方案和信托架构
4
信托设立
签署契约，设立信托
8
合规申报
依照相关法律及合规要求进行申报
7
信托检视
定期检视，监测资产异动
6
资产管理
依照契约管理和投资资产
5
资产注入
协助客户向信托委托资产
Insurance Planning

Professional Insurance Solutions

保 险 规 划

Insurance is a key part of the social safety net and the financial field in modern society, providing stability and protection for family life. Utilizing commercial insurance to diversify potential risks, maintain family peace, and orderly pass on family assets.

保险是现代社会安全网和金融领域的关键部分，它为家庭生活提供稳定性和保护。利用商业保险分散潜在风险、维护家庭安宁、有序传递家产，已成为众多中高净值人士和家族的共同偏好。

SHIELD Family Office collaborates with top insurance institutions, through in-depth analysis and comparison of insurance products, carefully selects the most suitable insurance solutions for clients.

修德家族办公室与顶尖保险机构合作，通过深入分析和比较保险产品，为客户精心挑选最合适的保险方案，帮助客户制定专业的保险策略。

🌐
海外大额保单
Overseas High-Value Insurance Policies
💰
储蓄分红保单
Participating Savings Insurance Policies
🤝
终身寿险
Whole Life Insurance
❤️
重疾保障
Critical Illness Insurance
🏥
高端医疗保障
High-End Medical Security
Get In Touch

Start Your Journey

预 约 咨 询

Let's Build Your Family's Legacy

开启您的家族财富规划

Our team of dedicated experts is ready to understand your unique needs and craft a tailored solution for your family's wealth, identity, and future.

🌐
Website
www.sgrouphk.com
📍
Location
Hong Kong · Greater Bay Area
香港 · 粤港澳大湾区
💼
Services
Family Trust · Insurance · Asset Allocation
Tax & Legal · International Identity · Education
© 2025 SHIELD Family Office · 修德家族办公室 · All Rights Reserved
sgrouphk.com