Family office

The Hong Kong Government has been actively promoting the development of family office businesses, introducing policy measures and support initiatives to strengthen Hong Kong’s position as a leading global hub for family offices. This supportive environment further enhances Hong Kong’s attractiveness for high-net-worth families seeking a stable and well-connected platform for wealth management and succession planning.

Our firm is able to support family offices and high-net-worth families by providing practical and professional accounting, tax, compliance and advisory services. Drawing on our experience in Hong Kong and cross-border business matters, we can assist families in establishing and maintaining appropriate structures for the management, preservation and succession of family wealth.

Our services may include advising on the establishment of family office entities, reviewing suitable holding and investment structures, assisting with Hong Kong tax compliance and reporting obligations, preparing financial statements and management accounts, coordinating audit and assurance requirements, and providing company secretarial and administrative support. We may also assist with regular reporting, recordkeeping and internal control review to enhance the transparency and efficiency of family office operations.

Where appropriate, we can coordinate with legal advisers, banks, investment managers, trustees and other professional service providers to ensure that the family receives a well-organised and consistent service approach. Through our integrated support, we aim to help family offices maintain sound governance, meet ongoing compliance requirements and support the family’s long-term objectives in wealth preservation, succession planning and philanthropy.