Company Description:
David Lai & Co. (DLC) is a unique wealth advisory firm focusing on high net worth individuals, including corporate executives and professionals. Clients retain us to coordinate their financial lives, including value based planning with advice on how to preserve wealth.
Most of our clients retain us to be their "trusted advisors". We coordinate all aspects of their financial lives, including retirement planning, asset management, risk management, estate planning, insurance, children's college education, etc.
Vision:
- To become the first choice for people seeking financial planning services.
- To become a life partner of our clients, helping them to go through their hard times or witnessing their glory moments, sharing both their tears and their laughter.
- To become the best team recognized by our professionalism and togetherness.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 1307, 13/f, Aia Tower, 734 King's Road, Quarry Bay, Hong Kong,hong Kong 999077,hong Kong
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- laitinyam.com.hk
- HQ
- Hong Kong, Hong Kong
Dlc Advisory Services Questions
Dlc Advisory Services's website is laitinyam.com.hk
Dlc Advisory Services's LinkedIn profile is https://hk.linkedin.com/company/david-lai-&-co
Dlc Advisory Services has
3 employees.
View email and phone details for 3
employees at Dlc Advisory Services.
Dlc Advisory Services's industry is
Financial Services
Dlc Advisory Services's top competitors are
Hong Kong Monetary Authority (Hkma),
Cicc,
Big Bang Academy,
Comasia Limited,
Sf Reit,
Blackrock,
Dfi Retail Group,
Rosy Sky ‧ Leading Engagement Expert In Employee Activities,
Manulife,
Orient Securities International Financial Group Limited.
Dlc Advisory Services's categories are Financial Services
Dlc Advisory Services's founding year is 1984
