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Family Office Services in Hong Kong | Private Wealth, Trusts & Succession Planning

Our Hong Kong Family Office lawyers advise family offices and their nominated advisers on legal aspects of wealth preservation, succession planning, trust structures, estate planning and cross-border structuring.

For many families, wealth represents far more than financial assets. It reflects years – often generations – of entrepreneurship, hard work, and shared values. Preserving that legacy requires careful planning, not only for today, but for children and grandchildren who will inherit the responsibility of managing and growing it.

Hong Kong has established itself as one of the world’s leading destinations for family offices, combining the certainty of a robust common law system with a business‑friendly tax regime and strong government support. With no capital gains, dividend, or inheritance tax, and dedicated initiatives such as FamilyOfficeHK under InvestHK and tax concessions for family‑owned investment holding vehicles (FIHVs), Hong Kong offers a compelling base for long‑term wealth planning.

We work closely with families and their investment teams to develop solutions that reflect each family’s unique circumstances, aspirations and values. We advise on succession planning, trusts, estate planning, family governance and international structuring, helping families navigate complex legal and cross-border issues while maintaining control and family’s harmony.

WHY ESTABLISH A FAMILY OFFICE IN HONG KONG?

Hong Kong offers a unique combination of legal certainty, tax efficiency and international connectivity:

Common Law Legal System

Hong Kong’s well-established common law framework provides a high degree of legal certainty, strong protection of private property rights and sophisticated trust and succession laws. The jurisdiction is widely recognised by international investors, financial institutions and professional advisers.

Attractive Tax Environment

Hong Kong operates a territorial tax system under which only profits arising in or derived from Hong Kong are generally subject to profits tax.

Key advantages include:

  • No capital gains tax
  • No dividend withholding tax
  • No inheritance tax or estate duty
  • No gift tax
  • No VAT or GST

In addition, qualifying family-owned investment holding vehicles (FIHVs) may benefit from a profits tax exemption for eligible transactions under Hong Kong’s family office tax concession regime.

Government Support for Family Offices

The Hong Kong Government has committed significant resources to attracting family offices and private capital to the city. FamilyOfficeHK provides dedicated support to families establishing or expanding family office operations in Hong Kong.

Hong Kong has also introduced a company re-domiciliation regime, allowing overseas companies to relocate to Hong Kong while maintaining legal continuity, making the city increasingly attractive for international family office structures.

New Capital Investment Entrant Scheme (New CIES)

The New Capital Investment Entrant Scheme allows eligible individuals to apply for residency in Hong Kong through qualifying investments.

The scheme presents an attractive opportunity for internationally mobile families seeking access to Hong Kong’s business environment, education system, financial markets and long-term wealth planning opportunities. We advise applicants and family offices on the legal, regulatory and structuring aspects of New CIES investments, including alignment with wider succession objectives.

Family Office Services

Membri del team

Gordon D. Oldham

Senior Partner

Joshua D. Maxwell

Registered Foreign Lawyer(California, USA)

Bonnie L.S. Chau

Director of Corporate Services

I nostri servizi

We work with partners such as third-party fund managers and financial advisers to provide our clients with a comprehensive one-stop service.

  • Complex Estate Planning
  • Cross-Border Tax and Structuring Advice, including the US and France elements
  • Family Office Establishment and Structuring
  • Immigration Law
  • International Family Office Coordination
  • Litigation Support
  • Ongoing Accounting and Reporting
  • Outsourced CFO and COO Support
  • Strategic Business Advisory Services Tailored to Family Offices and Private Investment Structures
  • Trusts and Asset Protection
  • Wills and Succession Planning
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    QUESTION YOU MAY WONDER

    Frequently Asked Questions About Family Offices in Hong Kong

    What is a family office? +

    A family office is a private organisation established to manage the investments, wealth, business interests and personal affairs of a wealthy individual or family. Family offices may oversee investment management, succession planning, tax coordination, governance, philanthropy and intergenerational wealth transfer.

    Why is Hong Kong a popular location for family offices? +

    Hong Kong is one of Asia’s leading wealth management centres. It offers a common law legal system, no inheritance tax, no capital gains tax, no dividend withholding tax, a sophisticated financial services sector, extensive double taxation agreements and strong government support for family offices through initiatives such as FamilyOfficeHK and the family office tax concession regime.

    What tax benefits are available to family offices in Hong Kong? +

    Hong Kong provides a favourable tax environment for family offices. Qualifying Family-Owned Investment Holding Vehicles (FIHVs) may benefit from profits tax exemptions on certain qualifying transactions, subject to meeting statutory conditions relating to ownership, assets, substance and management requirements.

    Can a foreign family office relocate to Hong Kong? +

    Yes. Hong Kong has introduced a company re-domiciliation regime that allows eligible overseas companies to transfer their place of incorporation to Hong Kong while maintaining legal continuity. This may provide operational, regulatory and strategic advantages for international family offices.

    What is the Hong Kong New Capital Investment Entrant Scheme (New CIES)? +

    The New Capital Investment Entrant Scheme (New CIES) is a residency-by-investment programme that enables eligible individuals to apply for residence in Hong Kong through qualifying investments. The scheme is designed to attract global talent and capital while supporting Hong Kong’s position as an international financial centre.

    Why do family offices use trusts? +

    Trusts are commonly used to preserve wealth, facilitate succession planning, protect assets, provide for future generations and support family governance objectives. Properly structured trusts can offer flexibility, confidentiality and continuity while helping families manage complex ownership arrangements.

    How can a family office help with intergenerational wealth transfer? +

    A family office can coordinate legal, tax, governance and investment strategies to facilitate the orderly transfer of wealth between generations. This may involve trusts, family constitutions, governance structures, shareholder arrangements, wills and estate planning strategies.

    Can Hong Kong trusts be used for international families? +

    Yes. Hong Kong trust structures are widely used by international families with assets and beneficiaries located across multiple jurisdictions. Trust arrangements can be tailored to accommodate cross-border succession planning, asset protection and family governance objectives.

    How do US tax rules affect family office planning? +

    US citizens, green card holders and families with US assets may be subject to specific estate, gift, income and reporting requirements. Family office structures should be carefully designed with specialist US tax advice to ensure compliance and avoid unintended tax consequences. Please contact our US Tax Advisory for initial consultation.

    How do French inheritance rules affect international estate planning? +

    French succession law contains forced heirship rules that may restrict testamentary freedom in certain circumstances. Families with French connections should consider these rules when implementing wills, trusts and international wealth structures to ensure their arrangements remain effective. Please contact our French Practice team for initial consultation.