DL Family Office provides a full range of services, including overseas wealth inheritance structure advisory and design, residency planning, asset management, insurance planning, philanthropy, corporate finance (provided by DL Securities), etc. DL Family Office is licensed by the SFC to engage in Type 4 (Advising on Securities) and Type 9 (Asset Management) regulated activities.
Design overall family governance plans, organize regular family meetings, formulate family charters and family board system, etc.
(Services are provided by DL Advisory and Emerald Wealth Management)
Design and establish a family wealth succession structure including family trusts and other platforms to achieve family wealth preservation, tax planning and reasonable arrangement for the interests of heirs; at the same time provide customized services such as identity planning and overseas insurance
Provide discretionary/non-discretionary and flexible entrusted investment portfolio management and advisory services, including global asset allocation, customized portfolios, comprehensive income reporting, investment management and interfacing with customers’ different banks and financial institutions, allowing customers to easily grasp the overall investment information and trends
Provide private equity investment and financial advisory services to family client’s companies, including fundraising, bridge financing, mergers and acquisitions consulting and research analysis; provide corporate risk management, crisis management and other services according to customer needs.
Assist families in planning the education of the next generation and help family members participate in ESG and charity affairs.
Mr. Donny Lam has over 30 years of experience in the financial services and capital market industry.
Mr. Donny Lam has over 30 years of experience in the financial services and capital market industry. Prior to DL Family Office, Mr. Lam was a Managing Director and Global Investment Specialist of J.P. Morgan Private Bank in Asia. He was also Head of Hong Kong investors focusing on providing Ultra High Net Worth clients and families with tailored investment solutions for their strategic and opportunistic investment needs. His breadth and depth of expertise across a variety of asset classes such as equities, fixed Income, FX, hedge fund, private equity will help delivering effective investment solutions and optimized portfolios to the most sophisticated clients.
Previously, Mr. Lam was the Head of Investment Counseling Team of HSBC Private Bank covering High Net Worth individuals across North Asia Region. Prior to that, Mr. Lam was with Citibank Private Bank where he was responsible for the investment counseling business for the Taiwan market and before that he ran the equity trading desk for the bank.
Before advising private clients on financial investments, Mr. Lam has been Treasurer for a regional brokerage firm managing Asian Currencies exposure and funding. Mr. Lam started his career in banking with Citibank Hong Kong where he held various positions in specialized finance and as Money Market & Swap Trader.
Mr. Lam holds an MBA and a Bachelor of Business Administration from the Chinese University of Hong Kong. Mr. Lam is an Adjunct Associate Professor at the Faculty of Business and Economics of The University of Hong Kong.
Ms. Crystal He joined DL Family Office in 2014. She leads the team to design and execute family succession solutions for families from various industry.
Ms. Crystal He joined DL Family Office in 2014. She leads the team to design and execute family succession solutions for families from various industry. Her expertise lies in overall wealth planning including investment, family governance and corporate finance.
Before joining DL Family Office, Crystal served at Standard Chartered Bank China Retail Banking Proposition and Strategy department where she helped to design and implement the strategy on client retention framework. She led the team in the execution of client loyalty monitoring system and operation optimization through collaborative efforts with products, sales management, and operation and segment teams.
Afterwards, Crystal joined Standard Chartered Private Banking where she worked to bridge the personal and corporate solutions catering to ultra-high net worth clients’ needs. She played a leading role driving the consolidation project that merged Private Banking and Priority Banking, resulting in improved financial performance. She worked briefly for Bank of Singapore in charge of China Private Banking clients before joining DL Family Office.
Ms. Crystal, He holds Bachelor Degree of International Economics and Trade from Shanghai International Studies University and Wealth Management for Private Bank Certification from Financial Technology Transfer Agency of Luxembourg Consulate.
Ms. Lai has more than 20 years experiences in private client advisory, global business strategies and management, global residency & citizenship planning in Asia with focus on China.
Ms. Lai has more than 20 years experiences in private client advisory, global business strategies and management, global residency & citizenship planning in Asia with focus on China.
Prior to joining the firm, Jennifer was the Managing Partner and the Head of North Asia of Henley & Partners, Ms Lai is responsible for the development, operation and management of HLM's North Asia business, formulating market strategies, business plans, business decisions and team management; setting up 3 branches for the Group in China and expanding into 2C and 2B markets including China, Hong Kong, Taiwan, Korea and Japan ;. In addition, she also participated in the group’s government advisory services.
With her recent 10+ years in the industry, Jennifer advises Wealthy individuals and their families, elites and organizations across finance and immigration industries on global residency & citizenship planning. She is a career Advisor and frequent speakers in the international conferences on family wealth planning, offshore investments, and residence and citizenship planning industry.
Jennifer is the Member of Investment Migration Council Advisory Committee.
Ms. Tracy Woo had over twenty-year experience in China and Hong Kong market research including stocks, IPOs, bonds and market strategy.
Ms. Tracy Woo had over twenty-year experience in China and Hong Kong market research including stocks, IPOs, bonds and market strategy.
Before joining DL Family Office, Ms. Woo had been working as a senior investment advisor of Hang Seng Bank for about seven years. She was responsible for the development of research products for the China and Hong Kong market covering stocks, funds and market strategy, and to provide investment advisory services to the private banking division and branch network.
Before Hang Seng Bank, Ms. Woo had been working as Research Director as CCBI and participated in numerous IPO projects included CCB, Long for Property as well as private equity projects. Before CCBI, Ms. Woo worked as Deputy Research Head at China Everbright Securities in Hong Kong.
Ms. Woo possessed the MBA degree from City University, London and bachelor degree from University of Toronto with majors in commerce and economics.
Mr. Dong Tang is a seasoned professional in venture capital with close to 8 years of experience in Shanghai.
Mr. Dong Tang is a seasoned professional in venture capital with close to 8 years of experience in Shanghai. He is currently the head of the DL family office business in the Shanghai office.
Prior to joining DL Family Office, Mr. Tang was the Director of a VC fund under a single-family office and a member of the investment committee. He managed a USD$100m fund with an IRR of over 20%.
Mr. Tang was the head of the emerging market project for Smith Medical and was responsible for the syringe pump product line. He was also the Software Manager of Ericsson.
Mr. Tang holds an MBA in Finance from CEIBS.
Ms. Shen joined DL Emerald in 2018, mainly in charge of company system set-up, daily operation monitoring and business development to establish long-term cooperative partnerships with many world-renowned insurance companies.
Ms. Shen joined DL Emerald in 2018, mainly in charge of company system set-up, daily operation monitoring and business development to establish long-term cooperative partnerships with many world-renowned insurance companies. Ms. Shen has extensive experience in channel cooperation. As of 2022, DL Emerald Team has served more than 600 high net wealth families with over HKD 100 million annual premiums business. The company's performance has maintained stable growth for many consecutive years.
Ms. Shen focuses on the overseas insurance industry, specializing in different territories and insurance product forms, family wealth planning, and insurance service systems. Before joining DL Emerald, Ms. Shen served at DL family office. She has rich experience in the fields of overseas inheritance of overall solutions, global asset allocation and overseas health care.
Ms. Wu has broad range of experiences in planning and execution for family offshore structure, fund administration and corporate compliance control.
Ms. Wu has broad range of experiences in planning and execution for family offshore structure, fund administration and corporate compliance control.
Ms. Wu has been participating in the planning and implementation of clients' overseas family structure solutions, covering private banking, trust structure, insurance, identity planning, tax planning, overseas company structure and real estate, etc. She is good at dealing with cross-border complex structures in different countries and regions such as mainland China, Hong Kong, Taiwan and the United States. She is responsible for maintaining the daily operation and management of the ultra-high net worth customers’ family office. MS. Wu is also involved in a number of domestic, overseas and cross-border fund operations, responsible for the post investment operation and internal compliance control of products; at the same time, she assists licensed companies internal compliance activities, handling communication and reporting with regulators.
Prior to joining DL Family Office, Ms. Wu worked in BASF in charge of product management and sales management of relevant business units in Guangdong and Shanghai.
Ms. Wu graduated from Guangdong University of Foreign Studies.
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