Private clients and family office services and Workforce tax

Our Private Clients and Family Office Services team comprise experienced tax, legal and family office advisory professionals. We provide holistic solutions for high-net-worth individuals, their families and family related businesses, specialised in advising clients in their private and family wealth management, asset protection, succession planning, family governance, business continuity and growth, family offices, next generation education, transition, philanthropy, values and purpose.

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Private clients and family office services

Workforce tax

How we can help

Private clients

We can advise you on asset protection, and family and business succession planning. These may involve the setting up of the appropriate trust structure, the restructuring or the termination of your existing trust arrangements.

Family succession planning
A trust structure enables assets to be held and managed in accordance with your wishes to provide for your family and heirs as well as future generations.

Business succession planning
Incorporating your successful business into a trust enables the business, after being passed to future generations, be retained in accordance with your wishes. This can also avoid family disputes.

Asset protection
Assets can generally be protected against creditors' claims by transferring legal ownership of the assets to a trust.

We also advise on cross-border tax planning due to, for example, immigration or pre-IPO situations in Hong Kong or overseas.

Private banks and trustees

We regularly review trust deeds and other documents for trustees. We can also draft policy and procedural documents for private banks and trustee companies and provide training for their marketing officers in best practice and procedures.

Corporates and employers

We can help you with employee share and option incentive planning by setting up an appropriate holding structure.

Health checks

We can review your existing trust and underlying corporate structures in light of your changing circumstances and changes in laws and practices and, where necessary, recommend solutions and improvements.

Family and Enterprise

Family office

Family office is a unique organisation, the one with many inherent advantages when responding to challenges of an increasingly complex global environment.

Our multi-disciplinary family office advisors have extensive experience in helping family offices and wealth holders bring their values to life. Our support ranges from codifying family values and embedding them in every decision, to advising on sustainable investments, impact investing, impact measurement, philanthropy, next generation education and much more.

Our Private Clients and Family Office Services team take a holistic view to support each stage of single family office or multi family office, and support the families move toward their long-term legacy.

We can provide a wide range of services to assist you to seize opportunities, manage risks, make a positive impact, grow and preserve your family legacy over the long term.

Philanthropy

We help families to establish charitable structures such as companies, trusts or foundations for fulfilling families’ philanthropic objectives. We can also provide consultation services on the governance of charities in best practice.