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A comprehensive retirement and legacy blueprint extends beyond wealth accumulation; it is about retaining control over your lifestyle across every stage of life and ensuring a seamless transfer of your assets and intentions to the next generation.
With the recent implementation of Hong Kong's Advance Directive Ordinance, what are the profound implications of this legislation for individual and family planning? How can we proactively prepare for retirement using key legal instruments, such as Wills, EPOA (Enduring Powers of Attorney, and Advance Directives), alongside wealth management strategies to establish a clear, long-term trajectory?
We are pleased to feature insights from Dr. Keith Hariman, Managing Director at OT&P Healthcare; Ryanne Lai, Co-founder of ForeverGift.hk and Five Blessings Centre; and Janet Hung, Head of Client Advisory Hong Kong at Endowus. Together, our panel of experts will explore this subject from clinical, legal, and wealth management perspectives to help you navigate late-life planning and intergenerational legacy transfer with complete peace of mind.
Register now to join our experts in building a solid, secure foundation for your retirement and family legacy.
Exclusive In-Person Event
Date: Wednesday, 23 September 2026
Time: 6:30-8 PM HKT (Registration starts at 6 PM)
Location: Central (Disclosed upon confirmation)
Language: Cantonese
This is an invite-only event. Secure your spot by registering via the link above. Due to limited capacity, registration will be on a first-come-first-served basis, with priority given to Endowus clients.
For any inquiries, please feel free to email us at events.hk@endowus.com.
About the speakers
Dr Keith Hariman, Managing Director, OT&P Healthcare
Dr. Keith Hariman is a specialist in psychiatry, currently working at OT&P MindWorX.
Trained in medicine at Imperial College London and the Chinese University of Hong Kong (CUHK), Keith has broadened his expertise with an MPH from the University of Hong Kong and an MBA from the Hong Kong University of Science and Technology (HKUST). He is also appointed an Honorary clinical assistant professor in psychiatry at the University of Hong Kong. He is a Member of the Royal College of Psychiatrists in the United Kingdom and a Fellow of the Hong Kong College of Psychiatrists and the Hong Kong Academy of Medicine. He is also the Managing Director of Clinical Operations at OT&P.
He has a particular research interest on the use of technology in psychiatry, including the effects of social media on mental health and the promotion of functional recovery for patients with mental illness. He has contributed to research in local and international journals and has also written chapters for textbooks published by Oxford University Press.
Ryanne Lai, Hong Kong Solicitor, Co-Founder, ForeverGift.hk ,Co-Founder, Five Blessings Centre
Ryanne is a dual-qualified solicitor (Hong Kong, England & Wales). She practised at an international law firm and co-founded a legal-tech company serving SMEs across 5 global jurisdictions.
In 2021, she co-founded ForeverGift.hk with her father to promote legacy giving in Hong Kong. Funded by the Lee Hysan Foundation and the SIE Fund, the platform works with pro bono lawyers to provide free will-writing, generating over HKD 2.4 billion in legacy gifts for over 450 charities.
In 2023, she co-founded the Five Blessings Centre, establishing a first-of-its-kind multidisciplinary network of lawyers, doctors, social workers, and funeral planners to provide comprehensive end-of-life planning — covering Wills, Enduring Powers of Attorney, Advance Medical Directives, Funeral Planning, and Life Stories — and free services to underprivileged groups.
Janet Hung, Head of Client Advisory, Hong Kong, Endowus
Janet Hung is Head of Client Advisory Hong Kong at Endowus. Before Endowus, Janet was on the Asia Prime Brokerage sales team at Nomura covering global hedge fund investors. She started her career at Credit Suisse and Lehman Brothers Asia with a background in ECM and Research Sales, providing deal access and ideas to Asian equity managers. Janet holds a CFA Certificate in ESG Investing, and was the 2023 Women In Finance Asia award winner for Excellence in Diversity and Inclusion.
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