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Family Office · 家族辦公室

Build Your Family's Private Wealth Institution

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 Office

What is a Family Office?

The Family's Private Institution

Single Family Office (SFO)

A dedicated entity serving one family exclusively — offering maximum customisation, control, and confidentiality. Recommended for families with HKD 50M+ in assets.

Multi-Family Office (MFO)

A shared platform serving multiple families — lower cost than SFO while still providing institutional-level governance, investment access, and reporting.

Our Services

Family Office Establishment Services

Structure Design

Recommend optimal holding company structure (BVI, Cayman, or HK) for tax efficiency and governance clarity.

Regulatory Compliance

Navigate Hong Kong's SFO tax concession regime and family office regulatory framework.

Investment Policy Setup

Draft an Investment Policy Statement (IPS) aligning family values, risk appetite, and return objectives.

Family Governance

Develop a family charter, advisory board framework, and next-generation engagement plan.

Banking & Custody

Referral to private banks and custodians for institutional-grade asset custody and reporting.

Trust Integration

Integrate family trust structures to coordinate tax planning, succession, and asset protection.

Recommended Scale

Is a Family Office Right for You?

Single Family Office
HKD 30M+

Dedicated entity for full governance and investment management.

Multi-Family Office
HKD 10M+

Shared platform with institutional benefits at lower overhead.

Establish Your Office

Begin Your Family Office Journey

Our family office advisors will assess your family's asset complexity and design a governance structure that serves this and future generations.

Schedule Family Office Consultation

KSI Advisor

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Hello! I'm your dedicated KSI advisor. Feel free to ask about company registration, tax & audit, or any cross-border question.