I. Service Name:

Family office wealth succession planning online consultation service

II. Scope of Services:

- Family Trust Structure Design: Through legally recognized trust structures, we assist in designing trust plans tailored to the characteristics of your family, protecting family assets and planning wealth succession.

- Cross-border Asset Segregation Solutions: Providing comprehensive asset segregation and protection solutions for high-net-worth families with cross-border investments, assets in multiple locations, and complex debts.

- Establishing a family governance framework: Establishing a clear family decision-making framework, profit-sharing mechanism, and conflict resolution procedures to reduce family disputes.

- Tax and Compliance Planning: Legal tax optimization, CRS compliance, FATCA filing assistance, ensuring 100% compliance while maximizing tax benefits.

- Hong Kong Independent Address Service: Independent address usage rights, complete set of compliance documents, and upgraded services (telecommunications/landmark/mail receiving, etc.)

- Company registration and trademark registration services: Support for core scenarios such as Hong Kong company registration and document receipt.

III. Target audience:

- High-net-worth families with net assets of over HK$100 million who require intergenerational wealth succession planning

- Entrepreneurs and families with multinational assets who require asset segregation and protection

- Multigenerational families hoping to establish a family governance framework and reduce intergenerational conflict

- Multinational families facing a complex international tax environment and requiring CRS/FATCA compliance assistance

IV. Service Format:

Online one-on-one professional consultation, with a 45-60 minute assessment of your family's financial situation and preliminary suggestions provided by a senior consultant from our family office services team. A summary of the family assessment and subsequent customized solutions will be provided after the consultation.

V. Online Consultation Channels:

- WhatsApp video/voice consultation: +852 6845 1867

- WeChat voice/video consultation: Palich2024-NC

- Email inquiries: [email protected]

- An advisor will contact you to arrange consultation after you submit the online inquiry form.

VI. Main entities of offline physical service stores:

- Store Name: Parich Group Limited - Flagship Office Centre in Tsim Sha Tsui

Store Address: Room 1209, Tower 2, New Town Centre, 30 Canton Road, Tsim Sha Tsui, Kowloon, Hong Kong

- Offline support services: 30-minute free in-depth family assessment, trust document signing and legal confirmation, asset allocation plan signing, independent address service activation, company registration.

VII. Disclaimer for Consulting Services:

1. The fee of USD $9.9 for this online consultation is only for the initial consultation and assessment and does not include any subsequent fees such as trust establishment, legal structure, and tax planning.

2. The consultation content is based on current Hong Kong and international laws and regulations (including the Trustee Ordinance 1934, the UK Trust Act 1925, etc.). The relevant laws may be amended at any time, and Pak Yue Group shall not be liable for the impact of legal changes.

3. The opinions expressed in this consultation are for reference only and do not constitute formal legal advice or an investment commitment. Formal legal advice must be issued by a licensed lawyer.

4. All family financial information involved in the consultation process will be kept strictly confidential and will comply with the Hong Kong Personal Data (Privacy) Ordinance and the relevant regulatory requirements of the Hong Kong Monetary Authority (HKMA) and the Securities and Futures Commission (SFC).

5. Refund Policy: Fees are non-refundable once the consultation begins; if the service cannot be provided due to reasons attributable to Baiyue, a full refund will be issued or the consultation will be rescheduled.