Setting Up a Family Office in Hong Kong

Master the key advantages and strategic considerations for establishing your family office in Asia's premier wealth management hub

Duration / CPT Hours

1 Hour

Level

Professional

Format

Recorded Video

Course Fee

HKD 500

Course Overview

Establishing a family office in Hong Kong offers families a powerful platform to manage, preserve, and grow their wealth within one of the world's most dynamic financial hubs. Positioned as a gateway between East and West, Hong Kong provides unparalleled access to global markets and Mainland China, making it an attractive base for families seeking long-term wealth strategies.

This seminar provides a comprehensive understanding of Hong Kong's advantages, regulatory framework, tax concessions, and strategic considerations for setting up and operating a successful family office.

What You'll Learn

Understanding Hong Kong's unique advantages as a family office hub
Navigating the registration and legal framework
Mastering tax concessions for family-owned investment holding vehicles
Employment and immigration pathways for family office professionals
Governance structures for multi-generational success
Philanthropy, ESG, and emerging investment opportunities

Course Structure

1

Part 1: The Hong Kong Advantage

Strategic location, market access, and government support for family offices.

2

Part 2: Family Office Fundamentals

Types of family offices, core services, and reasons to establish one.

3

Part 3: Legal & Tax Framework

Registration requirements, tax regime, and FIHV concessions.

4

Part 4: Strategic Considerations

Governance, talent acquisition, philanthropy, and emerging opportunities.

Key Topics Covered

Hong Kong as a Global Hub

  • •Gateway to Greater China and GBA
  • •World's leading RMB hub
  • •Financial powerhouse with US$3.9T AUM
  • •Government incentives and support

Tax Concessions & Eligibility

  • •0% tax on qualifying FIHV transactions
  • •95% family ownership requirement
  • •HK$240 million minimum asset threshold
  • •Substantial activities requirements

Legal & Operational Setup

  • •Company incorporation process
  • •SFC licensing considerations
  • •Compliance and reporting obligations
  • •Employment and visa pathways

Strategic Planning

  • •Family governance frameworks
  • •Succession and wealth transfer
  • •ESG and impact investing
  • •Virtual assets and innovation

Who Should Attend

Family office principals and executives
Wealth management professionals
Private bankers and advisors
Legal and tax practitioners
Trust and fiduciary specialists
Next-generation family members

Certificate of Attendance

Upon completion, participants will complete a short multiple-choice quiz to reinforce key concepts. After passing the assessment (60% or higher), you will receive an official Certificate of Attendance issued by Legal & Compliance, which may be used to support your CPT record and professional development requirements.

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