On November 6, 2025, Mr. William Chan, Managing Director of WALL CPA Limited, was honoured to be invited as a speaker at the regional conference hosted by AIA Insurance. Together with our alliance Mr. Andy Lau, Associate Director of Business Development at Sovereign Trust (Hong Kong) Limited, they delivered an enriching knowledge-sharing session for nearly 80 elite members of AIA Insurance.

During the sharing session, Mr. Chan not only introduced our corporate background and professional team but also shared practical tax cases and analyzed recent capital market development, providing cutting-edge industry insights. Subsequently, Mr. Chan and Mr. Lau conducted an in-depth analysis of real-life cases involving high-net-worth family trusts in Hong Kong and Chinese Mainland, exploring how precise planning can achieve robust wealth succession.

We firmly believe that professional knowledge is valuable when applied. We were honoured to transform our in-depth research and practical experience into valuable resources for the insurance team, equipping them to provide more comprehensive protection to their clients. By carefully managing every aspect of wealth, we can truly help clients mitigate risks and achieve the long-term goal of sustainable family prosperity.

Once again, we would like to extend our sincere gratitude to AIA Insurance for the invitation and to all participants for their enthusiastic engagement! We look forward to continuing our collaboration to create even greater value for our clients in the future.