A family office is the gold standard of private wealth management — a dedicated institutional structure designed to centralise, protect, and grow multi-generational family assets.
Explore Family OfficeWhat is a Family Office?
A dedicated entity serving one family exclusively — offering maximum customisation, control, and confidentiality. Recommended for families with HKD 50M+ in assets.
A shared platform serving multiple families — lower cost than SFO while still providing institutional-level governance, investment access, and reporting.
Our Services
Recommend optimal holding company structure (BVI, Cayman, or HK) for tax efficiency and governance clarity.
Navigate Hong Kong's SFO tax concession regime and family office regulatory framework.
Draft an Investment Policy Statement (IPS) aligning family values, risk appetite, and return objectives.
Develop a family charter, advisory board framework, and next-generation engagement plan.
Referral to private banks and custodians for institutional-grade asset custody and reporting.
Integrate family trust structures to coordinate tax planning, succession, and asset protection.
Recommended Scale
Dedicated entity for full governance and investment management.
Shared platform with institutional benefits at lower overhead.
Establish Your Office
Our family office advisors will assess your family's asset complexity and design a governance structure that serves this and future generations.
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