Family Office Planning Beyond Setup
We advise families and principals on the establishment, structuring, and ongoing review of family offices in Hong Kong, with a focus on governance, control, and long-term sustainability.
Many family offices encounter difficulties not at the point of setup, but several years later — often during tax reviews, regulatory enquiries, succession events, or changes in family dynamics.
In most cases, the problem is not technical non-compliance, but structural weakness.
Based on our experience, family offices fail not because the rules were unknown, but because the structure did not reflect reality.
家族办公室规划：超越设立阶段
我们为家族及家族核心成员提供有关在香港设立、架构设计及持续检视家族办公室的专业咨询，重点关注治理、控制权及长期可持续性。
许多家族办公室面临的问题，并非出现在设立初期，而是在数年后才逐渐显现——往往发生于税务审查、监管查询、传承安排，或家族关系变化之时。
在大多数情况下，问题并非源于技术性的不合规，而是结构上的薄弱。
根据我们的经验，家族办公室的失败并不是因为规则未知，而是因为其架构未能真实反映实际情况。
Common Issues Faced by Family Offices
Over time, many family offices encounter challenges not at setup, but as structures evolve.
Click here to the most common issues we see in practice.
Our Advisory Focus
我们的咨询重点
Our role is to help families address these issues before they become problems.
We focus on:
- Clarifying ownership, control, and decision-making
- Designing governance that works in practice
- Aligning structure with real operations
- Ensuring substance and documentation are consistent
- Coordinating cross-border tax and compliance considerations
- Reviewing and strengthening existing family office arrangements
我们的角色，是协助家族在问题发生前进行梳理与调整。
重点包括：
- 明确所有权与决策权
- 建立实际可行的治理机制
- 让架构反映真实运作
- 确保实质与文件一致
- 协调跨境税务与合规
- 定期检视与强化现有家族办公室
Scope of Our Family Office Advisory
家族办公室顾问服务范围
Our services typically include:
- Family office feasibility and structure assessment
- Design and review of investment holding structures
- Governance and control framework design
- Substance and operational review
- Cross-border tax and compliance coordination
- Ongoing advisory as family and asset profiles evolve
We work closely with principals and key decision-makers to ensure that the family office structure remains clear, credible, and sustainable.
我们的服务通常包括：
- 家族办公室可行性与结构评估
- 投资控股与资产架构设计或检讨
- 治理与控制框架规划
- 实质运作与安排审查
- 跨境税务与申报协调
- 随着家族发展提供持续顾问支持
我们与主要负责人及关键决策者紧密合作，确保家族办公室架构清晰、具备公信力，并可持续发展。
Who Typically Engages Us
寻求我们协助的客户
- Entrepreneur families with cross-border assets
- Families transitioning to the next generation
- Principals establishing Hong Kong as a family office base
- Existing family offices seeking review or restructuring
- Families concerned about audit, tax, or regulatory exposure
- 拥有跨境资产的企业家家族
- 正在进行代际交接的家族
- 计划以香港为家族办公室据点的家庭
- 需要重组或检视现有家族办公室的客户
- 担心税务或监管风险的家族
Our Giding Principles
我们的核心原则
We do not promote aggressive or cosmetic arrangements.
Our focus is on:
- Clarity over complexity
- Governance over formality
- Substance over appearance
- Sustainability over short-term optimisation
Families engage us when they want structures that make sense, work in practice, and stand up to scrutiny.
我们不提供激进或表面化的安排。
我们的重点在于：
- 清楚，而非复杂
- 实际治理，而非形式文件
- 实质内容，而非表面架构
- 长期稳定，而非短期效果
家族选择我们，是因为他们希望家族办公室架构合理、可运作、经得起时间与审查。
How We Help Transform Weak Family Office Structures
我们如何帮助家族办公室重塑薄弱的结构
Transforming a weak family office structure is not about replacing entities.
It is about realigning structure with reality.
Our approach follows a clear and practical process.
Our advisory process – Form Fragile to Sustainable 我们的咨询流程—从脆弱走向可持续
将一个不稳固的家族办公室结构转变为成功结构，
并不是「换几家公司」那么简单。
关键在于：让架构回到真实运作的状态。