Become a Client

The Capital Company Experience starts with a discovery session with one of our qualified advisers to see first how it is we can help.

We then obtain a Client Discovery Questionnaire to know more about you and your goals and devise a plan that looks at your tax structure, investment profile, and estate planning solution.

Email us below or call today on +852 3468 8880 to make an appointment

Here is what other clients have to say

“I worked with The Capital Company to solve what was a very complicated estate planning riddle -- crossing several geographies and attendant tax jurisdictions, and involving an equally complex family dynamic.

The Capital Company was able to provide a sound fundamental structure to our plan and leverage their network of specialist local resources in other parts of the world as was needed. They were diligent, patient, and creative. In the end, we were able to provision well for the effects of impending life events, and, importantly, leave all family members feeling that their personal interests were fairly represented.”

Joshua KahnAmerican Global Citizen

“Their extensive wealth management experience and connections are truly impressive. However, their ability to simplify complex issues and have open conversations about difficult topics like estate planning (that most people tend to avoid) is a true gift and instilled a great deal of confidence that things were under control, being managed properly, and with the highest attention to detail. Further, they really care about doing the right thing for clients and that was clear from the very start. In a world where there are many voices suggesting a variety of directions to take, The Capital Company is a much-needed calm voice of reason.”

Jane LeungManaging Director in Financial Services

“I have been lucky enough to have found Todd many years ago to look after my financial planning. It has been an absolute pleasure having Todd as my one stop “go to man” for the many issues that we all inevitably face in our journey through life. I have total confidence in recommending Todd and his team to anyone looking for a cost effective no hassles solution to their financial planning.”

Colin PattersonAustralian Global Citizen & Mining CEO

“ I used to lie awake at night wondering whether my investments would be enough to live on after I retired. Then I stumbled upon the team at The Capital Company. Less than one year later, my estate has been completely restructured, with new elements I would never have thought of before. Their team have either directly managed or indirectly shepherded a number of transactions to create an estate that I am confident will have me and my family living very comfortably after retirement. No more sleepless nights for me.”

Greg FairbrotherAmerican Global Citizen & Associate Professor

“The Capital Company has provided me invaluable advice over many years, guiding my decision making in financial investments, portfolio and estate planning. They have assisted in setting up a long-term and tax efficient wealth management platform for me and my family, where we can rely on her expertise going forward. They meet and exceeds my expectations of a financial adviser that truly has my interests at heart.”

Peder BerggrenPresident Starbury Holdings (HK) Limited & Swedish Citizen

“As we both have a background in financial services and have worked with a lot of financial planners, we knew that what we were seeking was hard to find. Someone who looked at our finances in a holistic sense, understood the tax implications of being an expat and could recommend not just products, but a strategy including all forms of investment, even property.

We became aware of Todd, however, because of an article he had written about the complexity of the legal situation in regards to estate planning and wills in Hong Kong for expats. We were therefore extremely happy to find that not only could Todd assist us with putting together the best financial plan for both now and our return home, but also ensuring we had the right tools in place to manage our estate effectively and our wills to cover any situation that should arise, both now and in the future.
Todd listens and works with existing structures to identify the gaps and make sure they are addressed. We have already recommended him and his services to a number of people.”

Paul & Caroline CarsonAustralian Global Citizens