A family office is a private wealth management firm that serves ultra-high-net-worth individuals (UHNWIs) and families. In Hong Kong, family offices provide a wide range of services, including financial planning, investment management, tax optimization, estate planning, and lifestyle services.
Hong Kong offers a favorable regulatory environment, a strong financial infrastructure, low tax rates, and access to global investment opportunities. Additionally, its strategic location in Asia makes it an ideal hub for managing cross-border wealth and family assets.
Family offices offer customized financial solutions, including banking, insurance, trust structuring, investment management, risk mitigation, and tax efficiency strategies to preserve and grow family wealth across generations.
Many family offices provide real estate advisory services, including property acquisition, portfolio management, commercial and residential investments, and risk assessment to optimize real estate holdings both locally and internationally.
Yes, family offices specialize in estate and succession planning, ensuring a smooth transition of wealth and business leadership to the next generation through trust structures, governance frameworks, and legal strategies.
Family offices extend beyond wealth management by providing personalized lifestyle services, including private healthcare access, education planning, immigration support, philanthropy advisory, and luxury asset management.
Hong Kong is enhancing its family office framework with new policies and incentives, including tax benefits and streamlined licensing processes, to attract more family offices to establish their presence in the city. It is essential to stay updated on regulatory changes to ensure compliance.