Annette Houlihan Email & Phone Number | 𝐎𝐩𝐭𝐢𝐦𝐢𝐳𝐞 𝐘𝐨𝐮𝐫 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐅𝐮𝐭𝐮𝐫𝐞 𝐰𝐢𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐭 𝐄𝐬𝐭𝐚𝐭𝐞 𝐚𝐧𝐝 𝐓𝐚𝐱 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 With my comprehensive expertise in financial planning, I specialize in protecting your assets and minimizing your tax burden. Let me guide you through creating a strategy that ensures your wealth is passed on efficiently and effectively, keeping it as valuable as possible for future generations. 𝐂𝐨𝐦𝐦𝐨𝐧 𝐏𝐢𝐭𝐟𝐚𝐥𝐥𝐬 𝐢𝐧 𝐄𝐬𝐭𝐚𝐭𝐞 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭: 𝐇𝐞𝐟𝐭𝐲 𝐄𝐬𝐭𝐚𝐭𝐞 𝐓𝐚𝐱𝐞𝐬: Without proper planning, your assets could be used to cover considerable estate bills. 𝐅𝐫𝐨𝐳𝐞𝐧 𝐀𝐬𝐬𝐞𝐭𝐬: A lack of clear instructions may lead to inaccessible assets, including cryptocurrencies. 𝐋𝐞𝐠𝐚𝐥 𝐃𝐞𝐥𝐚𝐲𝐬: Families often wait while the government appoints an administrator, causing unnecessary stress and financial strain. 𝐔𝐧𝐩𝐫𝐨𝐭𝐞𝐜𝐭𝐞𝐝 𝐌𝐨𝐫𝐭𝐠𝐚𝐠𝐞𝐬: Mortgages can become a burden if they're not protected or accounted for in estate planning. 𝐓𝐚𝐱 𝐂𝐨𝐧𝐜𝐞𝐫𝐧𝐬: Mismanagement can also result in unfavorable tax consequences. 𝐖𝐡𝐲 𝐂𝐡𝐨𝐨𝐬𝐞 𝐔𝐬: 𝐓𝐚𝐢𝐥𝐨𝐫𝐞𝐝 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠: Craft a plan that meets your specific needs. 𝐌𝐚𝐱𝐢𝐦𝐢𝐳𝐞𝐝 𝐀𝐬𝐬𝐞𝐭 𝐕𝐚𝐥𝐮𝐞: Implement strategies to reduce or eliminate estate taxes. 𝐏𝐞𝐚𝐜𝐞 𝐨𝐟 𝐌𝐢𝐧𝐝: Ensure your family avoids financial hardships in your absence. 𝐍𝐞𝐱𝐭 𝐒𝐭𝐞𝐩𝐬: Book a Free Initial Consultation. https://calendly.com/annette-106/free-initial-consultation Learn More: Visit our website at www.careysuen.com for additional information. By planning ahead with us, you not only save on administrative costs but also safeguard more of your hard-earned wealth for your loved ones.

Annette Houlihan

𝐎𝐩𝐭𝐢𝐦𝐢𝐳𝐞 𝐘𝐨𝐮𝐫 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐅𝐮𝐭𝐮𝐫𝐞 𝐰𝐢𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐭 𝐄𝐬𝐭𝐚𝐭𝐞 𝐚𝐧𝐝 𝐓𝐚𝐱 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 With my comprehensive expertise...
Hong Kong, Hong Kong, Hong Kong

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Annette Houlihan’s Email annette@careysuen.com

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Annette Houlihan’s Location Hong Kong, Hong Kong, Hong Kong

Annette Houlihan’s Current Industry Ernest Maude Carey Suen

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Work Experience

Carey Suen Will Services

International Estate Planner

Present

Ernest Maude

Senior Financial Advisor

2020-02-01 00:00:00 - Present

Carey Suen

International Estate Planner At Carey Suen

2005-05-01 00:00:00 - Present

Carey Suen Visa Services

Managing Director

2020-07-01 00:00:00 - 2021-12-01 00:00:00

Gladstone Morgan

Partner

2016-09-01 00:00:00 - 2020-02-01 00:00:00

Parker Bilham

Senior Financial Adviser

2003-01-01 00:00:00 - 2005-01-01 00:00:00

International Commerce

Senior Financial Adviser

2001-01-01 00:00:00 - 2003-01-01 00:00:00

Tmt Financial Services And Wealth Management

Senior Financial Adviser

1996-01-01 00:00:00 - 2001-01-01 00:00:00

Beisley And Associates

Senior Financial Adviser

1995-05-01 00:00:00 - 1996-09-01 00:00:00

Jr Rothschild

Associate Partner

1994-01-01 00:00:00 - 1995-01-01 00:00:00

Laurentian Mildon Insurance Brokers

Executive Financial Adviser

1988-01-01 00:00:00 - 1994-01-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Annette Houlihan

Annette Houlihan is located at
Hong Kong, Hong Kong, Hong Kong

Annette Houlihan is a 𝐎𝐩𝐭𝐢𝐦𝐢𝐳𝐞 𝐘𝐨𝐮𝐫 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐅𝐮𝐭𝐮𝐫𝐞 𝐰𝐢𝐭𝐡 𝐄𝐱𝐩𝐞𝐫𝐭 𝐄𝐬𝐭𝐚𝐭𝐞 𝐚𝐧𝐝 𝐓𝐚𝐱 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 With my comprehensive expertise in financial planning, I specialize in protecting your assets and minimizing your tax burden. Let me guide you through creating a strategy that ensures your wealth is passed on efficiently and effectively, keeping it as valuable as possible for future generations. 𝐂𝐨𝐦𝐦𝐨𝐧 𝐏𝐢𝐭𝐟𝐚𝐥𝐥𝐬 𝐢𝐧 𝐄𝐬𝐭𝐚𝐭𝐞 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭: 𝐇𝐞𝐟𝐭𝐲 𝐄𝐬𝐭𝐚𝐭𝐞 𝐓𝐚𝐱𝐞𝐬: Without proper planning, your assets could be used to cover considerable estate bills. 𝐅𝐫𝐨𝐳𝐞𝐧 𝐀𝐬𝐬𝐞𝐭𝐬: A lack of clear instructions may lead to inaccessible assets, including cryptocurrencies. 𝐋𝐞𝐠𝐚𝐥 𝐃𝐞𝐥𝐚𝐲𝐬: Families often wait while the government appoints an administrator, causing unnecessary stress and financial strain. 𝐔𝐧𝐩𝐫𝐨𝐭𝐞𝐜𝐭𝐞𝐝 𝐌𝐨𝐫𝐭𝐠𝐚𝐠𝐞𝐬: Mortgages can become a burden if they're not protected or accounted for in estate planning. 𝐓𝐚𝐱 𝐂𝐨𝐧𝐜𝐞𝐫𝐧𝐬: Mismanagement can also result in unfavorable tax consequences. 𝐖𝐡𝐲 𝐂𝐡𝐨𝐨𝐬𝐞 𝐔𝐬: 𝐓𝐚𝐢𝐥𝐨𝐫𝐞𝐝 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠: Craft a plan that meets your specific needs. 𝐌𝐚𝐱𝐢𝐦𝐢𝐳𝐞𝐝 𝐀𝐬𝐬𝐞𝐭 𝐕𝐚𝐥𝐮𝐞: Implement strategies to reduce or eliminate estate taxes. 𝐏𝐞𝐚𝐜𝐞 𝐨𝐟 𝐌𝐢𝐧𝐝: Ensure your family avoids financial hardships in your absence. 𝐍𝐞𝐱𝐭 𝐒𝐭𝐞𝐩𝐬: Book a Free Initial Consultation. https://calendly.com/annette-106/free-initial-consultation Learn More: Visit our website at www.careysuen.com for additional information. By planning ahead with us, you not only save on administrative costs but also safeguard more of your hard-earned wealth for your loved ones.

Annette Houlihan currently works in the Ernest Maude | Carey Suen |

No Languages Available

Annette Houlihan has prior
experience in the following industries:
Carey Suen Visa Services | Gladstone Morgan | Parker Bilham | International Commerce | Tmt Financial Services And Wealth Management | Beisley And Associates | Jr Rothschild | Laurentian Mildon Insurance Brokers

Annette Houlihan has the following professional experience:
Carey Suen Will Services | Ernest Maude | Carey Suen | Carey Suen Visa Services | Gladstone Morgan | Parker Bilham | International Commerce | Tmt Financial Services And Wealth Management | Beisley And Associates | Jr Rothschild | Laurentian Mildon Insurance Brokers

You can view Annette Houlihan’s LinkedIn profile at LinkedIn URL

Annette Houlihan’s work email
addresses are
annette@careysuen.com

Ernest Maude | Carey Suen |