Private Trust and Family Office

Private Professional Fiduciary provides private trust and family office services for our clients.

Private Family Offices

Family offices are the highest end of the private wealth management business and are increasingly important to the financial services industry as a whole. The huge asset scale "AUM" managed by family offices has excellent commercial potential, and family offices can demonstrate fund administrators' wealth management service capabilities.

Hong Kong has taken the lead in attracting family offices. Hong Kong's financial markets are well-established and well-equipped to meet the specific investment needs of wealthier families. At the same time, Hong Kong's long-standing close relationship with the Mainland has made it a gateway for investment in and out of the Mainland.

We have excellent professional service capabilities, which can also provide excellent support for operating family offices. We assist our clients with the following: Researching a wide variety of investment opportunities for the clients; Supervising day-to-day administration of the investment portfolios for clients; Calculating the value of portfolios; Assist clients in setting up an investment portfolio in China

Why Set Up a Trust?

Trusts can serve as powerful tools to ensure wealth and asset management. It protects assets and ensures they are passed on to specific loved ones. Investment strategies and wealth management tactics can also help to grow assets.

Hong Kong has a well-built system for trusts and fiduciary services because:

1. It has an excellent legal system based on British Common Law to enforce trusts

2. Hong Kong trust laws allow settlors to retain substantial control over trust assets

3. Trusts can be set up in perpetuity

Trusts in Hong Kong can remain for a long time, hence benefiting arrangements that seek to preserve wealth for a long line of descendants.

4. Hong Kong has low taxes and an extensive network of double-taxation agreements

Please contact us if you are interested in trust services in Hong Kong

8. Financial Statements

Financial Statement Preparation Preparation of unaudited financial statements in conformity with relevant accounting standards. Regulatory reporting support.