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Four Spheres of Expertise,
One Solid Foundation.

FAMILY CENTERED
EXPERT DRIVEN

Meet The Team

FOUNDER'S BELIEF

以生命體悟，鑄造傳承之光

Forging the Light of Legacy Through Life's Wisdom.
We are more than a starting point for financial planning; we are partners in securing your family's happiness and future peace of mind.

Brian Fang, CEO

Your Guardians

Executive Team

Cheng Hsin Family Office CEO

Brian Fang

TAX

- M.S. in Psychology, NDU
- War College, NDU Graduate
- Legal Studies Program, NTU
- CFA Charterholder
- Certified Psychologist
- Tax Consultant, Law Firm
- Financial Advisor to Corporations
- Offshore Private Equity Analyst
- Founding Chairman of BNI Fujie Chapter

Individual Tax Analysis, Investment Strategy Formulation, Offshore Capital Repatriation, Global Geopolitical Intelligence, Market Risk Assessment, Family Succession Planning

CSO, Cheng Hsin Heritage Family Office

Yi-Chang Tsai

專案管理

- M.S., Mechanical Engineering, NCU
- B.S., Chemical & Materials Engineering, NUK
- Former Senior Engineer, China Steel Carbon Chemical Corporation
- Carbon material plant construction, production line expansion & production management projects
- Chief Designer, Family Office Full-asset Planning Service System
- Designer & Implementer, Family Office Digital Operation System

Project Management & Cross-Domain Integration, Family Office Operational Framework Design, Total Asset Planning Strategy, Risk Governance & Process Control, Wealth Succession Strategy, Digital Service System Design

Cheng Hsin Family Office COO

Thomas Chen

OPS

- Yongcui Meal Box Manager
- M.Sc. in Environmental Engineering & Management, PolyU
- B.Eng. in Civil Engineering, PolyU
- Project Controls Engineer, Australian Investment Bank
- Assistant Subcontract Manager, UK Renewable Energy Developer

Project Management, Contract Management, Project Risk Assessment & Control, Interface Management

Elite Professionals

Advisory Team

CPA, Managing Partner & Independent Director

Chih Hsiang Liao

TAX

- M.Acc., Accounting, NCCU
- B.A., Accounting, NCCU
- CPA (Taiwan)
- CIA (Certified Internal Auditor)
- 8 Years at Big 4 (EY & Deloitte)
- 13 Years in SME Tax & Accounting
- 3 Years as Bank VIP Wealth Advisor
- Past President, BNI Fortune Chapter

Dividend Tax Optimization, Family Business Equity Succession, Corporate Financial & Tax Health Check

AD, Tax & Investment,
KPMG

Yao Chun Chang

TAX

- M.S. in Finance, University of Denver
- B.A. in Accounting, SCU
- Audit Supervisor, J&W CPAs

Estate & Gift Tax Planning for Family Wealth, Global Asset Protection & Allocation, Corporate & Shareholder Equity Restructuring, VAT Audit & Tax Refund Advisory

GM, Po-Chiang International Management Consultant Co., Ltd.

Shih Wei Fang

TAX

- MS in Finance, UIUC (University of Illinois Urbana-Champaign)
- EMBA in Biotech & Healthcare, NCCU (National Chengchi University)
- Bachelor in Accounting, NTPU (National Taipei University)
- Certified Financial Planner (CFP®)
- Certified Family Trust Planner
- Certified Intangible Asset Valuator
- Director, Chinese Wealth Succession Association
- Treasurer, Rotary Club of Taipei
- 2015 President, JCI Taipei Grand Songshan
- Former Senior Auditor, Deloitte Taiwan (Financial Services Group)
- Former Financial Advisor, Prudential Life Assurance
- 2026 Elite Lecturer, TABF (Taiwan Academy of Banking and Finance)
- Lecturer, Bankers Association & CFP® Certification Courses
- Lecturer, Taiwan Securities Association (TSA)

Asset Allocation & Wealth Succession, Family Trust Planning, Individual Tax Planning, Estate Tax Filing & Consultation, Asset Allocation & Financial Planning, Advisory Selling Training, Wealth Management Training for Financial Institutions, Wealth Succession Practical Planning

Sales Director, Uniwill Ins.
Broker

Ling Hsi Huang

TAX

- BA, Fashion & Creative Design, Cheng Shiu Univ.
- MA, Cultural Design & Art Preservation, Cheng Shiu Univ
- Life, FX, Inv. & P&C Insurance Certified
- 3-Year MDRT (TOT) Member
- Top Achiever, Uniwill Ins. Broker (Asia/Global Contests)

Policy Review, Tax Planning, VIP Optimization, Inv. Analysis

Family Law Attorney, Tan-Li Law Firm

Chih Ting Yang

LEGAL

- LL.M. in Civil and Commercial Law, NUK
- LL.B. in Political Science and Law, NUK
- Review Attorney, Legal Aid Foundation (Pingtung)
- Aid Attorney, Legal Aid Foundation (Kaohsiung)
- Committee Member, Taiwan Consumers Foundation
- Legal Consultant, Qianjin District Office, Kaohsiung
- Certified Specialist in Family Law
- Corporate General Counsel

Family Law Litigation, Civil Dispute Resolution, Real Estate & Inheritance Disputes, Family Conflict Mediation

Principal Attorney, Ying-Lun Law Firm

Shao Lun Hung

LEGAL

- LL.M., National Taiwan University (NTU)
- Passed Level II Judge & Prosecutor Exams
- Passed Court Clerk Exam
- Passed Prosecutor Assistant Exam
- Corporate General Counsel

Commercial Litigation, Criminal Defense, Company Law, Copyright Law

Zhan Feng Law Firm
Principal Attorney, Real Estate Lawyer

Huang Zhen Yu

LEGAL

- LL.B. in Financial Law, FJU
- Certified Senior Financial Planner
- Workplace Sexual Harassment Investigator (MOL)
- Certified Trust Law Specialist
- Certified Labor Law Specialist
- Former Clerk, Kaohsiung District Court
- Corporate Legal Counsel

Real Estate Litigation & ADR
Construction Dispute Litigation & ADR
Debt Collection & Compulsory Enforcement

Managing Director, Da-He Joint Land Administration Office
CEO, Da-He Real Estate Brokerage & Integrated Marketing

GuoLinHuang

LEGAL

- BA in Public Administration, THU
- 2025-26 President, Rotary Club of Xintai (Rotary District 3490)
- 7th President, Taoyuan Trust Development Association (Taiwan's First Trust Association)
- Director, National Senior Citizens Welfare Association (ROC)
- Director, Taiwan Association for Small & Medium Enterprises Development
- Supervisor, Chinese Association for Family Business Succession & Sustainability
- 20 Years Practice as Contracted Land Scrivener/Escrow for Major Real Estate Brands
- Contracted Land Scrivener, Chiao Fu Construction Management Co., Ltd.
- 2026 Lecturer, Senior Financial Planner for the Elderly, TABF
- Adjunct Lecturer, Dept. of Finance, Chihlee University
- Lecturer for Urban Renewal Promoters, Taipei Real Estate Education & Development Association
- Asset Succession Lecturer for Rotary Clubs, Major Associations, Community Universities, Insurance & Real Estate Firms

Dementia/Disability Financial Tax Planning & Estate Succession, Unclaimed Inheritance, Japanese Colonial Era Inheritance, General Inheritance, Real Estate Registration Cases

Sr. Manager, New Products, Yuanta

Hsiao Fen Zhao

WEALTH

- B.A. in Finance and Economics, TKU
- M.S. in Finance, MCU
- Senior Securities Specialist Certified
- Futures Specialist Certified
- Trusts Specialist Certified
- Certified Advanced Etiquette Trainer, Taiwan
- International Professional Image & Etiquette Certification
- Elite Business School Executive Program

Asset Allocation & Tax Planning, Warrant Hedging & Futures Spread Trading, Futures-Cash Arbitrage, CB Volatility & CBBC Option Trading, Structured Product Strategy Trading

Asst. Manager, Gangshan, KGI Securities

Chuan Kuang Hu

WEALTH

- B.A. in Finance, STU
- Award of Excellence, Wealth Management Competition
- SICE/SITE Specialist Certified
- Securities Specialist Certified
- Futures Specialist Certified
- Structured Products Specialist Certified
- KGI Securities (Gangshan Branch)
- Assistant Manager

Securities Trading Strategy Formulation, Offshore Tax-Exempt Income Planning (FCN), Offshore Bond Investment Analysis

MD, Freli Jewelry
Fine Jewelry & Gold

Hsu Chih An

WEALTH

- GIA Graduate Gemologist (GG)
- GIC Certified Jadeite Assessor
- President, Rotary Club of Tainan Yizai
- Chapter President, BNI Da-Xin
- Supervisor, Tainan Jewelry Trade Union

Gem Valuation & Risk Assessment, Bespoke Jewelry Design, Heirloom Jewelry Advisory, Global Jewelry Investment, Luxury Jewelry Procurement

GM, Chu Yi Tea, Founder of Tea Generation

Chieh Fang Cheng

LIFE

- B.A. in Cultural & Creative Industries, NTCUST - Violet Richardson Award, SI Taiwan - Tea Lecturer, Cathay Securities VIP Events - Tea Lecturer, Highwealth Construction VIP Events - Tea Lecturer, SinoPac Bank VIP Events - Corporate Trainer, Gialors - Exhibition Speaker, Arts-Addict Brand Design - Speaker, Kaohsiung Innovation Marketing Forum

Cross-Cultural Tea Experiences, Bespoke Tea Gift Design, Signature Tea Selection & Pairing, Tea Import & Export Services, Tea Brand Consulting & Mentorship

Regional Rep, Dio-Sun Bio., Lecturer, Ming-Mou Edu.

Chi En Cheng

HEALTH

- M.A. in Marriage and Family Therapy, TIGP
- Project Coordinator, Nothing Hidden Ministries Taiwan
- Lead Instructor, Champions Education Association (Pingtung)
- Youth & Children’s Ministry Planner, Village Gospel Mission

Health Care & Long-term Companion Planning, Holistic Health Integration (Body, Mind, Spirit), Customized Preventive Health Conditioning

Director, Health Management Center, Bo-Tian Hospital

Jing Fang Liu

HEALTH

- M.S. in Nursing, FYU (Candidate)
- A.S. in Nursing, FYU
- Head Nurse, Health Management Center, SHH Hospital
- Head Nurse, Health Examination Center, YC Hospital
- Executive Secretary & Asst. Head Nurse, Dalin Tzu Chi Hospital
- Registered Nurse, TMU Hospital (Ward & Outpatient)
- Licensed Registered Nurse & Health Manager
- Occupational Health & Safety Nursing Certificate
- Occupational Health Services Nursing Certificate

24 Years of Clinical Health Examination Expertise, Health Screening Team Leadership & Development, Premium In-Hospital Health Checkup Operations, Mobile Health Screening Project Planning, Thematic Health Education & Seminars

Executive Director, Zun Huan Travel Service Co., Ltd.

Yu Hsien Wu

TRAVEL

- Founder, JOJOVÉ Luxury Travel
- Bachelor of International Business in Hotel and Tourism Management César Ritz Colleges Switzerland
- Bachelor of Arts in Hospitality Business Management Washington State University, USA
- CELTA (Certificate in Teaching English to Speakers of Other Languages) University of Cambridge
- Licensed English Tour Leader Tourism Administration, Ministry of Transportation and Communications (MOTC), Taiwan
- Traveled to nearly 40 countries, with extensive experience in international travel planning and cross-cultural communication

Bespoke Journey Design, Travel Consulting for High-Net-Worth Families, Educational Travel Planning, Global Travel Resource Integration, International Business Travel & Executive Hospitality, Visa & Cross-Border Travel Documentation Planning

SYSTEMATIC EXCELLENCE

Our Structure

Family Office Principal, CEO

Family Office
Principal, CEO

Family Office Manager, CSO

Family Office Manager, COO

特別助理

Special Assistant

首席營運官

Family Office Manager

專案管理部

Project Management Department

Project Management Department

財務專案經理

Financial Project Manager

Financial Project Manager

獨立理財顧問

IFA

IFA

獨立理財顧問

IFA

IFA

獨立理財顧問

IFA

IFA

業務推廣部

Business Promotion Department

Business Promotion Department

業務總監

Business Director

Business Director

業務推廣人員

Business Manager

Business Manager

業務推廣人員

Business Manager

Business Manager

業務推廣人員

Business Manager

Business Manager

行政資源部

Administrative Resources Department

Administrative Resources Department

人資主管

HR manager

HR manager

櫃檯行政

Admin Assistant

Admin Assistant

櫃檯行政

Admin Assistant

Admin Assistant

會計

Accountant

Accountant

客戶諮詢部

Customer consultation Department

Customer consultation Department

客戶關係經理

Relationship Manager

Relationship Manager

企業律師

Corporate Lawyer

Corporate Lawyer

稅務顧問

Investment Analyst

Investment Analyst

稅務顧問

Tax Advisor

Tax Advisor

方 凡炘

CEO

個人簡歷、資歷、證照、獎項等。個人簡歷、資歷、證照、獎項等。個人簡歷、資歷、證照、獎項等。個人簡歷、資歷、證照、獎項等。