High-contrast architectural detail of Hong Kong financial district skyscrapers, sharp geometric lines, cool-toned shadows, natural sunlight.
High-contrast architectural detail of Hong Kong financial district skyscrapers, sharp geometric lines, cool-toned shadows, natural sunlight.

/ ESTABLISHED 2020

Tri-regional compliance.

We align your corporate structure, tax liabilities, and regulatory compliance across Hong Kong, mainland China, and Taiwan with straightforward, unvarnished financial advisory.

THE GREATER CHINA CORRIDOR

Resolving cross-border friction.

Our qualified accountants and tax advisors build systematic frameworks that protect your long-term institutional stability, ensuring compliance with local corporate governance and modern ESG standards.

Expanding enterprises face multi-jurisdictional friction that threatens capital security. We identify and resolve tax and legal discrepancies across Taipei, Shenzhen, and Hong Kong without relying on complex corporate jargon.

REGIONAL JURISDICTIONS

Tri-regional expertise.

Hong Kong

Mainland China

Taiwan

Complete corporate governance, audit, and ESG reporting aligned with international financial standards and local regulatory frameworks.

Direct tax planning, corporate structuring, and regulatory compliance advisory across mainland economic zones and municipal jurisdictions.

Cross-strait business advisory, regulatory alignment, and systematic legal planning to maintain capital security and business continuity.

About Henry Cheung

Core Areas: Cross-Border Tax Planning | Family Wealth Management | Belt and Road Investment and Financing | International Dispute Resolution Professional Qualifications: Chartered Accountant (ICAEW) in the UK, Legal Professional Qualification in China, Certified Public Accountant in China

Experience

Hong Kong Inland Revenue Department | Assistant Assessing Officer (Profits Tax Group) 1984–1994

Responsible for reviewing corporate profits tax returns and conducting tax audits, handling complex cross-border tax cases.

Chartered Accountant Practice (UK Qualification) 1994–2014

Provided auditing, cross-border tax consulting, and corporate compliance services, retired from full-time accounting practice in 2014.

Professional Credentials

- Chartered Accountant (ICAEW) | Achieved in 1994, maintaining continuous membership until full retirement in 2014

- Legal Professional Qualification in China | Acquired in 2004 (practiced through legal firms in mainland China)

- Certified Public Accountant in China | Secured in 1999

Shenzhen Zhongjin Family Wealth Management Co., Ltd. | Partner 2004–2014

Leveraging dual qualifications in law and finance, designed family trusts, cross-border asset structures, and tax optimization plans for high-net-worth clients.

Co-Founder

Co-Founder

About Dr. Derek Leung

Dr. Lit For, Leung, age 57, is a Fellow Members of the Association of Chartered Certified Accountants, United Kingdom, the Hong Kong Institute of Certified Public Accountants, Certified Practising Accountants, Australia & the Chartered Accountant of Institute of Singapore Chartered Accountants. He is also an Associate Member of the Chartered Governance Institute, United Kingdom & the Hong Kong Chartered Governance Institute.

Dr. Leung holds Doctor of Business Administration from Atlantic College of Liberal Arts and Sciences, United States, Master of Accountancy and Master of Laws from the Lingnan University, Hong Kong and Reading Century University, United States resprectively, Postgraduate Diploma in Corporate Accounting Compliance & Executive Diploma in Merger & Acquisition from the HKU SPACE, Hong Kong & Diploma Course in Finance from the Asia Pacific Institute of Business, the Chinese University of Hong Kong.

Experience

Dr. Leung has more than 30 years working experience in accounting, business valuation, company secretarial practice, financial management, insolvency and restructuring, listing compliance, pre-IPO arrangement, Merger and Acquisition, Statutory Audit & Tax Handling. Mr. Leung was a Group Financial Controller and Joint Company Secretaries of Kaisun Holdings Limited (HKEx 8203), a company listed on the Hong Kong Exchange.

Our Team Members

Current and previous major positions held:

A group of people putting their hands together
A group of people putting their hands together
Mr. Joe Zou
  • Managing Director of Jia Yu Listed Financing Service Co., Ltd.

  • Managing Director of China Tax Business Consulting Co., Ltd.

  • Executive Partner at Shenzhen Guangshen Accounting Firm

  • Managing Director of Shenzhen Jia Yu Financial Consulting Co., Ltd.

  • General Manager of Shenzhen Gao Yu Management Consulting Co., Ltd.

Qualifications and Credentials:

  • Certified Public Accountant (CICPA) in China

  • Securities qualification CPA approved by the Ministry of Finance and the China Securities Regulatory Commission

  • Fellow of the Institute of Public Accountants (FIPA) in Australia

  • Fellow of the Association of Chartered Certified Accountants (FFA) in the UK

Mr. Cao Jianhui

Professional Overview

  • With extensive experience in quantitative finance and the commodities sector, I possess a robust background in managing daily trading operations for assets valued in the tens of millions of Hong Kong dollars. My expertise lies in the development of quantitative strategies, statistical arbitrage, basis trading, and cross-border commodity asset allocation. I am proficient in utilizing multi-factor pricing models and risk hedging tools. I enhance trading execution and asset allocation efficiency through a dual-track decision-making framework (data-driven win rate calculation + contextual value judgment).

  • Quantitative Strategy Development: CTA trend following, high-frequency market-making strategies, multi-factor models

  • Commodity Trading: Energy (oil/gas/uranium), precious metals (gold/silver), agricultural products, and scarce industrial materials basis trading and inventory finance

  • Derivatives and Risk Control: Futures/options pricing, VaR risk models, stress testing, cross-market hedging frameworks

  • Cross-Border Asset Allocation: SPV structure design, tax arbitrage (Hong Kong/Singapore/Cayman Islands), family office liquidity management

  • Analytical Tools: Python/R quantitative backtesting, Bloomberg Terminal, MATLAB financial modeling, SQL database management

Core Competencies

four person hands wrap around shoulders while looking at sunset
four person hands wrap around shoulders while looking at sunset
  • AI-Driven Growth Strategies: Not merely managing advertisements, but capable of constructing automated marketing funnels. Utilizing machine learning to predict customer churn, calculate customer lifetime value (LTV), and employing AI for large-scale personalized recommendations to significantly enhance conversion rates.

  • Deep Integration of Marketing Technology (MarTech) Stack: With 20 years of experience, he has witnessed the entire transition from 'Digitalization' to 'Intelligentization'. He is capable of assessing and implementing the most suitable Generative AI (GenAI) tools for the enterprise, optimizing content production processes while integrating CRM and automation tools to enhance overall operational efficiency.

  • The 'Translator' Between Technology and Business: This is the most critical soft skill. He can clearly define business requirements to engineering teams while explaining the tangible impact of AI models on ROI (Return on Investment) to senior management, bridging the information gap between technology and market.

  • Strategic Business Insights: Able to view market trends from a macro perspective, not just engaging in marketing, but linking marketing activities to the company's overall revenue objectives (ROI) and business model, with precise budget allocation capabilities.

Mr. Lo Ka Chun
+ SECURE YOUR CORRIDOR

Capital security through systematic planning.

Connect with our regional offices to establish a stable, compliant foundation for your cross-border enterprise.