Banyan Scroll
Reflective courtyard space

Our Company

An organisation built around careful thinking

We set out to make estate planning education accessible, honest, and useful — without the anxiety that often accompanies the topic.

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Our Story

Where Banyan Scroll came from

Banyan Scroll began when a small group of professionals with backgrounds in law, financial planning, and adult education realised that the same concern came up repeatedly in their separate practices: people in their 40s and 50s knew they should think about wills and succession, but had no clear starting point that was neither overwhelming nor oversimplified.

The name references two things. The banyan tree, which takes root across generations and grows in many directions from a single origin — a useful way to think about family wealth and legacy. The scroll, which stands for careful, deliberate reading and the value of returning to material more than once as circumstances change.

We launched in Hong Kong because the legal context here — overlapping common law traditions, cross-border families, property held across multiple jurisdictions — creates real complexity that general materials rarely address well. Our courses are built specifically for people whose lives reflect that complexity.

We are educators, not advisers. Our role is to help you understand your situation well enough that conversations with solicitors, accountants, and trust practitioners are more productive. We do not write wills or set up trusts — but we can help you arrive at those meetings with better questions and a clearer sense of what you are trying to achieve.

340+

Participants to date

3

Structured programmes

6

Years active in Hong Kong

Our Team

The people behind the programmes

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Margaret Lau

Programme Director

A barrister by training, Margaret spent twelve years in private client practice before turning to education. She leads curriculum development and oversees each cohort's progress through the Family Legacy Blueprint.

RT

Richard Tam

Succession Planning Lead

Richard worked in trust administration for a decade before joining Banyan Scroll. His particular focus is cross-border family situations and the practical realities of trust structuring for smaller estates.

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Sophie Chan

Learning Design

Sophie brings a background in adult education and instructional design. She ensures each course is legible and usable for participants who are approaching the topic without a legal background.

Our Standards

How we approach the material

Legal accuracy

All content is reviewed against current Hong Kong law before publication and updated when relevant legislation or case law changes.

Privacy and discretion

Participants do not share sensitive personal financial details as part of any course. Materials are designed so the learning works without disclosure.

Clear boundaries

We are explicit about where education ends and professional advice begins. We do not offer legal, tax, or financial recommendations.

Plain language throughout

Legal terminology is defined when it first appears. Jargon is used only when it is necessary to understand how practitioners think and speak.

Regular course updates

Estate and succession law changes. We review each course annually and issue updates to current participants when material changes occur.

Professional referral network

Where participants need professional assistance, we can direct them toward qualified solicitors and trust practitioners, without financial arrangements that might create conflicts.

Our Approach

What we hold to

Measured, not urgent

Estate planning responds poorly to pressure. Our programmes are structured so participants can return to material, take breaks, and move forward when they feel ready. This is not a topic that benefits from being rushed.

Adults making thoughtful choices

We write for people who are capable of processing complex information and making decisions that reflect their own values and circumstances — not for people who need to be nudged or frightened into action.

Context that fits Hong Kong

Multi-generational property ownership, cross-border family structures, and the particular rhythms of Hong Kong professional life shape how we frame every topic. Generic materials rarely capture this.

Families, not just finances

Succession involves relationships, values, and sometimes difficult conversations. Our programmes acknowledge this and include practical guidance on the human dimensions of estate planning alongside the legal and financial components.

Next step

Read about how we can help

Browse our three programmes or get in touch with a question. No commitment is needed at this stage.