An estate plan describes how an individual’s assets will be
managed, preserved…
will?
A will outlines your wishes
for the distribution of your
property and the care of…
trust?
Basically, a trust is an entity in
which your assets are placed
for the benefit of you or…
Guardianship
In spite of the very slim chance
that your children will become
orphans, appointing a legal…
Attorney
In a Power of Attorney (POA),
you give another person
the authority to complete…
(Advanced Directive)
A living will, also known as an
advance directive, is a legal
document that specifies…
Proxy
You can designate another person
as your healthcare agent by
signing a health care proxy…
Management
As a whole, wealth management
consists of financial planning,
investment portfolio management..
SUMMARY
In reality, most people can benefit from estate planning and
reduce their taxes, litigation, and unnecessary expenses
in order to leave more to their loved ones.
No matter the size of one’s capital, assets, property,
or business interests, all have an estate.
CAREY SUEN IN NUMBERS
At Carey Suen, we measure the success of our consultancy by
the success of our clients, whom we have seen flourish
over the years with estate planning and wealth management
solutions created by us. Our clients have benefited greatly
from our ability to bring together the right team
of financial planning professionals dedicated to
protecting and preserving their legacy.
600+
$50M
30+
clients
2/3
without a will
80%
planning
14 Days
write a will
the right team of financial planning professionals dedicated to
protecting and preserving their legacy.
Carey Suen Services Ltd
Phone/Whatsapp: (+852) 91607855
Email: info@careysuen.com