Advisory Solutions
Specialized consulting services across three practice areas, each delivered with professional expertise and cultural sensitivity
Return to HomeOur Methodology
Our consulting methodology emphasizes thorough assessment, collaborative development, and practical implementation support. Engagements begin with current-state analysis using stakeholder consultations, data review, and contextual research. We then work alongside your team to develop strategies and frameworks grounded in your organizational reality rather than theoretical ideals.
Throughout each engagement, we maintain regular communication and provide opportunities for feedback and course correction. Our deliverables are designed for practical application—documented frameworks, toolkits, and implementation guidance that your team can use independently. We emphasize knowledge transfer, recognizing that sustainable organizational development requires building internal capability.
Diversity, Equity & Inclusion Advisory
A thoughtful engagement that helps organizations develop meaningful approaches to diversity, equity, and inclusion. We begin with a current-state assessment including demographic analysis, employee experience research, and policy review. Over six weeks, we develop a DEI strategy grounded in your organizational context and aspirations.
Key Benefits
- Comprehensive demographic and experience assessment
- Multi-year strategy with annual milestones
- Inclusive hiring and development toolkit
- Practical implementation guidance
Investment
HKD 4,800
Duration
6 weeks
Deliverables
- • DEI assessment report
- • Multi-year strategic plan
- • Hiring and promotion toolkit
- • Implementation roadmap
Technology Due Diligence
An engagement designed to provide thorough technology assessments in the context of investments, acquisitions, or major technology decisions. We evaluate technology platforms, development practices, technical debt, team capabilities, and scalability potential. The six-week engagement includes code quality review, architecture assessment, and technology roadmap evaluation.
Assessment Areas
- Code quality and architecture review
- Technical debt analysis and quantification
- Development team capability assessment
- Scalability and performance evaluation
Investment
HKD 10,600
Duration
6 weeks
Deliverables
- • Technology due diligence report
- • Risk assessment summary
- • Technology integration plan
- • Improvement recommendations
Family Office Advisory & Governance
A confidential advisory engagement for family offices seeking to strengthen their governance, investment processes, and family engagement frameworks. We address the unique dynamics of family wealth management including intergenerational planning, governance structure design, and operational efficiency. The three-month engagement includes family stakeholder consultations, governance assessment, and process documentation.
Focus Areas
- Governance structure and charter design
- Investment policy framework development
- Family engagement protocol
- Intergenerational transition planning
Investment
HKD 19,000
Duration
3 months
Deliverables
- • Governance charter
- • Investment policy framework
- • Family engagement protocol
- • Operational procedures manual
Service Comparison
Compare our advisory services to determine which best suits your organizational needs
| Feature | DEI Advisory | Tech Diligence | Family Office |
|---|---|---|---|
| Duration | 6 weeks | 6 weeks | 3 months |
| Investment | HKD 4,800 | HKD 10,600 | HKD 19,000 |
| Current State Assessment | |||
| Strategic Framework Development | |||
| Technical Analysis | |||
| Stakeholder Consultations | |||
| Implementation Toolkit | |||
| Best For | Organizations seeking to develop meaningful DEI approaches | Investors and acquirers needing technology assessment | Family offices strengthening governance and planning |
Selection Guidance
Each service addresses distinct organizational needs. DEI Advisory suits organizations at any stage of their diversity journey. Technology Due Diligence serves investors, acquirers, and organizations making major technology decisions. Family Office Advisory supports families seeking to professionalize wealth management and governance structures.
All engagements include comprehensive assessments, collaborative development processes, and practical deliverables. We're available to discuss which service best aligns with your current situation and objectives.
Professional Standards
Consistent quality and ethical standards across all advisory engagements
Confidentiality
Comprehensive NDAs and secure document handling for all engagements
Objectivity
No contingency fees to maintain independence in recommendations
Quality Review
Internal peer review of all deliverables before client presentation
Data Protection
Compliance with Hong Kong PDPO and secure data practices
Discuss Your Advisory Needs
Contact us to explore whether our consulting services align with your organizational objectives