Challenge Family Advisors has been providing personalised financial advice to individual clients in the Asia-Pacific region for over 40 years since its inception in 1983 by Executive District Director, Terence Yee. Our team of wealth advisors and investment professionals is carefully recruited through a stringent selection process and receives ongoing rigorous training to meet our clients’ complex, multigenerational financial goals and evolving family missions. Our advisors come from prestigious universities both internationally, including UC Berkeley, Imperial College London, University College London, London School of Economics, and Tsinghua University, as well as locally, such as the University of Hong Kong, the Chinese University of Hong Kong, and the Hong Kong University of Science and Technology.

Our unwavering commitment to our clients is rooted in our guiding Business Principle of placing our clients’ interests first. We recognise that by providing exceptional service and putting our clients' needs as top priority, our own success will naturally follow. We take pride in our commitment to providing customised and effective solutions that align with our clients' financial goals, and we continuously strive to exceed their expectations. As a result, we have been the district champion for the highest number of Million Dollar Round Table (MDRT) members as well as the highest percentage of MDRT members companywide for 11 consecutive years since 2006. In 2018, we achieved a record high of 429 MDRT members, 47 Court of the Table members, and 25 Top of the Table members. Our dedication to serving our clients exceptionally well has earned us a reputation for excellence in the industry, and we remain committed to upholding this standard of service for years to come.