Family Office Advisory
家族辦公室諮詢
Overview
概覽
A family office is the structure a family uses to hold, govern, and pass on significant wealth — investments, property, and business interests — as a coordinated whole rather than through personal or operating-company accounts. We provide legal and structuring counsel to single-family offices and multi-family offices in Hong Kong and across Asia.
家族辦公室是家族用以整體持有、管治及傳承重要財富的架構,涵蓋投資、物業及業務權益,透過統籌管理,而非分散於個人或營運公司賬戶。我們為香港及亞洲各地的單一家族辦公室與多家族辦公室提供法律及架構諮詢。
Scope of Services
服務範圍
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Family Office Establishment & Structuring
家族辦公室設立及架構
Designing and implementing the full legal architecture for a family office, including the selection and formation of the right entities (private companies, holding vehicles, OFCs, LPFs, and SPVs), layering them for asset segregation and jurisdictional efficiency, and drafting the constitutional and operating documents that tie them together.
設計並落實家族辦公室的完整法律架構,包括選擇及成立合適實體,如私人公司、控股工具、開放式基金型公司(OFC)、有限合夥基金(LPF)及特殊目的公司(SPV);透過分層安排實現資產隔離及司法管轄區配置效益,並起草整合各實體的組織章程及營運文件。
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Family-Owned Investment Holding Vehicle (FIHV)
家族投資控權工具(FIHV)
Designing structures to qualify for Hong Kong's family office tax concession, which offers a 0% profits tax rate on qualifying transactions for an eligible FIHV managed by an eligible single-family office, subject to conditions on family ownership, minimum assets, and local substance.
設計符合香港家族辦公室稅務寬減條件的架構。由合資格單一家族辦公室管理的合資格家族投資控權工具,其合資格交易可享 0% 利得稅稅率,惟須符合家族持有權、最低資產及本地實質活動等條件。
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Family Governance
家族管治
Drafting family constitutions, establishing family councils, and advising on governance frameworks that balance family participation with professional management.
起草家族憲章、設立家族委員會,並就兼顧家族參與及專業管理的管治框架提供意見。
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Cross-Border Structuring
跨境架構
Advising on the interaction of Hong Kong, PRC, and offshore legal and tax regimes for families with assets and family members in multiple jurisdictions.
為資產及成員分布於多個司法管轄區的家族,就香港、中國內地及離岸法律與稅務制度的相互適用提供意見。
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Regulatory & Licensing
監管及牌照
Advising on licensing requirements under the Securities and Futures Ordinance and the Anti-Money Laundering and Counter-Terrorist Financing Ordinance where the family office carries on regulated activities.
如家族辦公室從事受規管活動,就《證券及期貨條例》及《打擊洗錢及恐怖分子資金籌集條例》下的牌照要求提供意見。
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Coordination with Advisers
顧問協調
Acting as legal and structuring counsel alongside the family's administrators, bankers, accountants, and investment managers — providing legal advice and coordinating the professional team, rather than replacing it.
與家族的行政管理人員、銀行家、會計師及投資經理合作,擔任法律及架構顧問,提供法律意見並協調專業團隊,而非取代其職能。
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Virtual Asset Structuring
虛擬資產架構
Advising on the custody and structuring of digital assets within a family office framework, including compliance with Hong Kong's virtual asset regulatory regime.
就家族辦公室框架內的數碼資產託管及架構提供意見,包括遵守香港虛擬資產監管制度。
Why Choose Us
為何選擇我們
Hong Kong offers a rare combination for Asian and international families: a common-law legal system with genuine certainty, a gateway position into Greater China, no capital gains tax and no estate duty, and a dedicated family office tax concession. We have the legal expertise to design structures that capture these advantages while managing risk and ensuring regulatory compliance.
香港為亞洲及國際家族提供難得的優勢組合:具確定性的普通法制度、通往大中華市場的門戶地位、不設資本增值稅及遺產稅,以及專為家族辦公室而設的稅務寬減。我們運用法律專業設計架構,協助客戶善用這些優勢,同時管理風險並確保監管合規。