Janet Zhang has focused on wealth management for 22 years and  spent more than 50,000 hours in preparation, lecture, case analysis, case implementation, training, and writing in the three major areas of family trust, international life insurance, and global taxation.

Su Hang earned her Master of Philosophy in Management at the University of Cambridge, and a Bachelor of Arts and Science in Sociology and Atmospheric, Oceanic and Environmental Sciences at the University of California, Los Angeles. She served as the Chief Financial Officer of an industry-leading international consumer goods brand, led several corporate investment and mergers and acquisitions projects, and has extensive experience in corporate equity design and financial analysis. Now she focuses on the design and construction of asset-holding structures.

Member of STEP Global Council and Past Chairman of STEP Cayman. With over 20 years of experience in the financial services industry, he is a partner in the Cayman office of Rawlinson & Hunter; The R&H Trust Co. Ltd. and The Harbour Trust Co. Ltd. and Sunland Trust Co. Ltd. Cayman Director of a licensed trust company. He specializes in private client services, including international trust structuring, private trust companies, purpose trusts, estate planning and wealth management. He has worked in taxation in Deloitte Canada and auditing services in Canada, New Zealand and Cayman.

Led the team to provide tax planning and declaration services for more than 400 clients every year, proficient in overseas high-net-worth immigrant family tax planning and Canadian non-tax resident case handling, and has rich scheme design and implementation in North American tax planning with offshore trust structure Experience.

Bachelor of Economics and Statistics from the University of Toronto, Master of Economics from York University; led a team to provide international trust management courses for more than 300 alumni, with rich practical teaching experience, the average pass rate of the exam is 90%.

International life insurance consultant and lecturer. During the 13 years of living in Canada, she has experienced many services required by immigration, and has provided financial service support for onshore insurance brokerage companies, international life insurance companies, offshore trust companies, offshore companies, etc. for a long time. She has also accumulated valuable experiences on the required services for the family to go international.

Spacer Fang is a pioneering practitioner of the Wealth Generalist System and is committed to the highest professional standard of wealth planning for Chinese families. He is one of the first private banking product managers in China (2007), a founding partner of the largest wealth company (2011), head of overseas business (2014), and the senior executive of Wealth Holdings Group (2016). Amongst his many achievements, Spacer also developed the first exclusive product in the domestic private banking sector (2007) and the first all-committee dedicated account (2009). He has presided over the establishment of wealth management systems for family clients (2010) and authorized the publication of the association's professional guidelines for the family office industry (2019).

An expert and lecturer on international life insurance structure, she has participated in many start-up work of Xinzhiye Society and made outstanding contributions; participated in the editing and editing of the American LICA international life insurance structure textbook and the establishment of international life insurance companies, product design and other work. In the past five and a half years, she has focused on the protection and inheritance of cross-border family assets, offshore trusts, and case analysis and implementation of international life insurance.

Family office architect, focusing on family and family business risk investigation, familiar with and good at the comprehensive use of trust/insurance/tax planning and other tools, escorting the evergreen foundation of private entrepreneurs.

The front-end special assistant of large-value policy underwriting, living in Canada and engaged in financial planning services for high-net-worth clients for more than ten years, has rich experience in large-value policy full life cycle management. He has participated in the editing and editing of the American LICA international life insurance framework textbook, the establishment of international life insurance companies, and the product design.

Graduated from Sun Yat-sen University with a master's degree in international law, and worked in a domestic red circle law firm. She is good at using her solid legal, trust, tax knowledge and rich experience in cross-border structure operation to provide high-net-worth families with asset protection inheritance planning, offshore family trust structure design, foreign-related tax financing and other consulting services. So far, she has assisted more than ten Chinese entrepreneurs to design and build an offshore trust structure. 

MBA of New York Institute of Technology, EMBA of Cheung Kong Graduate School of Business, more than 10 years of mature work experience in the fields of finance and Internet. He has rich professional knowledge and practical experience in finance, legal affairs, investment, tax planning and other aspects of family and family businesses. Good at leading and coordinating cross-cultural, multi-industry and multi-professional investment management teams, familiar with major capital markets at home and abroad.