top of page

Pioneering Family Office Solutions

We recognize the complex demands of safeguarding substantial wealth across generations. Our tailored suite of family office solutions is crafted to protect your legacy, enhance investment performance, and ensure smooth generational wealth transfer.

Hong Kong offers significant tax incentives for single-family offices. Family-owned Investment Holding Vehicles (FIHVs) managed by qualifying single-family offices (SFOs) may enjoy profits tax exemption on earnings from Qualifying Transactions involving Specified Assets, as defined under Schedule 16C to the Inland Revenue Ordinance. These assets include securities, shares, futures contracts, foreign exchange contracts, and more.

Favorable Tax Conditions

Strategic Advantages of
Establishing in Hong Kong

  • Single Family Ownership

    The FIHV and SFO should be substantially owned by a single family.

    Management and Control in Hong Kong

    Both the FIHV and the SFO must be centrally managed and controlled within Hong Kong.

     

    Assets Under Management (AUM)

    A minimum threshold of HKD 240 million is required.

     

    Operational Expenditure

    A minimum of HKD 2 million in annual operating expenses incurred in Hong Kong.

     

    Qualified Investment Professionals

    Employment of at least two full-time qualified investment professionals in Hong Kong.

pikaso_texttoimage_-gradient-plain-color-of-black-and-gold-and-brown.jpg

Our Expertise, Your Strategic Edge

Our team comprises seasoned former bankers and a strategic former senior Hong Kong government official, providing us with unparalleled insight into global financial markets, regulatory environments, and sophisticated wealth management.
Forge Your Legacy with YiWealth

Contact us today to explore how our bespoke family office solutions can empower you to fulfill your long-term financial aspirations and preserve your wealth for future generations.

pikaso_texttoimage_-gradient-plain-color-of-black-and-gold-and-brown.jpg

Our Commitment

We guide you in structuring your family office to achieve maximum tax efficiency and compliance with all regulatory standards.
_edited.jpg

The Optimal Time is Now

Geopolitical Stability

Amid increasing global geopolitical uncertainties, Hong Kong remains a beacon of stability with its robust legal framework and status as a global financial center, offering a secure platform for diversifying investments and protecting assets.

Reducing Unpredictability

With the potential for political instability and abrupt policy changes in various regions, establishing your family office in Hong Kong provides a stable base while keeping doors open to worldwide opportunities.

Enhanced Liquidity

In regions affected by foreign exchange controls, financial agility can be compromised. Hong Kong’s unrestricted capital flows and sophisticated financial infrastructure enable agile responses to dynamic global market conditions.

Unrivaled Connections

Our extensive connections within the financial sector and governmental bodies afford exclusive investment opportunities and critical insights, essential for securing your financial future.

Write a Title Here

Use this space to promote the business, its products or its services. Help people become familiar with the business and its offerings, creating a sense of connection and trust. Focus on what makes the business unique and how users can benefit from choosing it.

bottom of page