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Family Office

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Family office is the professionalized and structured form of family wealth management.

Desire to preserve and grow your current wealth steadily? More and more wealth holders choose family offices to plan and manage their wealth systematically and professionally. Since each family is different from one another, family offices are established based on the needs of the families, thereby each family offices is unique.

By setting up a family office, you can safeguard your assets and family's privacy, as well as passing your wealth from generation to generation.

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Importance Of Family Offices

Here are the top nine primary reasons to establish family offices

Early Planning Leads

To Peace Of Mind

Isolation And Legal Protection Of

Family Business And Finance

Value-added Assets

Safeguard Every

Family Members

Great Efficiency On Property Inheritance Among Young Generations Through Designated Means

Centralized Consolidation

Of Assets

High Level Of

Confidentiality

Systematic Inheritance Of

Wealth Among Young Generations

Eliminate The Need

For A Probate Process

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Classification Of Family Offices

Introducing three major types of family offices

Commercial Multi Family Office

A commercial multi family office (MFO) refers to a family office operated by the founder for the purpose of realizing business profits and providing services, such as asset preservation, management, and inheritance for multiple families.

Single Family Office

Single family office (SFO) is an independent legal entity, in which it manages the financial affairs of a specific family and provides personalized services to the family itself.

Private Multi Family Office

With an individual acting as a unit, the private multi family office (MFO) mainly manages the private wealth of multiple high-net-worth individuals (HNWI), and is constituted by these individuals, or being established by one of them in the initial stage, followed by other high-net-worth individuals (HNWI) of family office to share the operating expenses together.

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Family Governance To Succession Planning

This involves constructing a blueprint for governing family offices to satisfy family’s various requirements, including establishing an inheritance structure and investing in assets in accordance with the applicable investment strategies.

Investment and wealth management

To achieve effective asset allocation through customized investment strategies, including selection of premium investment schemes, followed by utilizing funds effectively to control risk, maximize capital efficiency and ensure consistent appreciation of family assets.

Taxation

To plan on personal income taxes of family members, income tax of family offices and capital companies, as well as inheritance and donation taxes among families

Trust and inheritance

To establish insurance and trust planning in isolating family property effectively and mitigating the risk of inheritance of family assets.

Charity

Charity plays a very important role for the family. It can enhance the reputation of the whole family by giving back to the society, while enjoying tax relief benefits.