The Core Challenge
Managing wealth requires constant focus
As wealth grows, managing capital becomes complex. Market volatility, tax changes, inflation, and cross-border regulatory shifts can erode capital if not managed under a unified wealth strategy.
Fragmented Wealth Management
Managing investments, estate plans, and corporate assets in isolation leads to inefficiency, excessive risk, and lost growth opportunities.
Integrated Management
Unify investment portfolios, tax strategy, and estate planning under an institutional Hong Kong wealth management framework.
Wealth Owner
You / Family
Wealth Plan
Hong Kong Investment & Advisory Hub
Manages
Investment Portfolios · Business Capital · Real Estate · Family Assets
Solutions
Wealth Management Solutions
Select the right management vehicle based on your portfolio size, growth goals, and family objectives.
Family Office Management
A dedicated private structure providing end-to-end investment oversight, asset allocation, and family governance, optimized for Hong Kong's SFO tax concessions.
Best for:
- High-net-worth families
- Global investment portfolios
- Multi-asset class strategy
- Tax-exempt family funds
Private Wealth Trust
A fiduciary wealth management structure under HK common law, separating legal title from beneficial interest for long-term protection and estate continuity.
Best for:
- Capital preservation
- Succession & probate avoidance
- Common law protection
- High financial privacy
| Comparison | Family Office Management | Private Wealth Trust |
|---|---|---|
| Primary Focus | Active asset allocation & growth | Asset preservation & succession |
| Governance | Board / Investment Committee | Trustee / Protector guided |
| Investment Control | High direct management control | Flexible via Reserved Powers |
| Duration | Perpetual corporate entity | Perpetual common law trust |
| Tax Efficiency | 0% Profit Tax on qualified funds | 0% Capital Gains & Estate Duty |
Jurisdictions
Wealth Management Hubs & Vehicles
Utilize premier financial centers to construct a resilient, multi-jurisdictional wealth strategy.
HK Family Office
Single Family Office & OFC Funds
Available Vehicles
- Single Family Office (SFO)
- Open-ended Fund Company (OFC)
- Limited Partnership Fund (LPF)
HK Fiduciary Trust
Perpetual Estate & Wealth Preservation
Available Vehicles
- Express Private Wealth Trust
- Reserved Power Trust
- Private Trust Company (PTC)
Cross-Border HoldCo
BVI / Cayman Portfolio Companies
Available Vehicles
- Investment Holding Company
- Special Purpose Vehicle (SPV)
- Real Estate Portfolio Entity
PRICING
Transparent wealth pricing
Clear setup and management fee schedules tailored to your required wealth management level and portfolio scale.
INVESTMENT HOLDING
Holding Account
Best for consolidated portfolio holding and corporate asset management.
- HK / Offshore Investment HoldCo setup
- Multi-currency brokerage onboarding
- Consolidated asset reporting
- Company Secretary & compliance
- Dedicated Family Office Advisory
- Fiduciary Trust Management
FAMILY OFFICE
Family Office
Comprehensive management for high-net-worth multi-asset portfolios.
- HK Single Family Office (SFO) setup
- Customized asset allocation strategy
- HK 0% Tax Concession assistance
- Private banking & custodian setup
- Quarterly performance reporting
- Fiduciary Trust integration
PRIVATE TRUST
Trust Wealth Plan
Best for fiduciary capital preservation, succession, and estate planning.
- HK Trust Deed drafting & execution
- Professional Trustee appointment
- Reserved powers & mandate
- Multi-generational succession rules
- Ongoing fiduciary compliance
- Direct portfolio management
Portfolio
What assets do we manage?
We build unified management strategies that encompass all components of your global net worth.
Liquid Portfolios
Global equities, fixed income, money market funds, and multi-asset strategies.
Private Equity & Business
Privately owned companies, venture investments, and pre-IPO holdings.
Real Estate Assets
Hong Kong commercial property and international real estate portfolios.
Alternative Assets
Private credit, commodities, multi-currency cash, and collectibles.
Strategic Wealth Layering
Effective wealth management pairs an overall vehicle (Trust/SFO) for governance & planning with dedicated holding entities for active investment execution.
100%
Tailored Strategy
5yr
Advisory Exp
The Emotional Center
Sustain family wealth across generations
True wealth management extends beyond short-term returns. A holistic plan ensures your accumulated assets support your family's future, avoiding probate bottlenecks and family disagreements.
“How do I grow my capital today while ensuring my children are financially secure tomorrow?”
The Essential Objective
Family Governance
Structured decision-making for family wealth
A strong governance structure aligns family members around investment objectives, prevents friction, and ensures smooth wealth stewardship across generations in Hong Kong.
Role 01
Wealth Creator
Establishes investment goals, risk parameters, and legacy vision.
Role 02
Investment Board
Oversees asset allocation, portfolio managers, and risk controls.
Role 03
Advisory Committee
Provides expert counsel on tax, legal, and cross-border decisions.
Role 04
Beneficiaries
Receive scheduled distributions and financial education.
Role 05
Next Generation
Prepares for future leadership through structured financial stewardship.
Why Hong Kong
Why Hong Kong for wealth management?
Asia’s Premier Financial Capital
Access deep capital markets, global asset managers, multi-currency banking, and international investment products.
Territorial Tax Advantages
No capital gains tax, no dividend tax, no estate duty, and zero profit tax on offshore or qualified investment funds.
Family Office Tax Concessions
Hong Kong offers 0% profit tax concessions specifically for eligible Single Family Office (SFO) investment vehicles.
Common Law Legal Protection
Underpinned by an independent common law judiciary ensuring legal certainty for contracts, trusts, and assets.
Modern Fiduciary Framework
Perpetual trusts and Private Trust Companies allow families to manage wealth across unlimited generations.
Gateway to Asian Growth
Strategically positioned to manage cross-border wealth between Mainland China, the Greater Bay Area, and global markets.
Watch, learn, then
launch in Hong Kong
Who Is This For
Built for individuals & families with significant wealth
"How do I optimize my global investment portfolio while protecting my core wealth for the future?"
Entrepreneurs
Diversify personal wealth out of business concentration into liquid global assets.
Cross-Border Families
Unify global multi-currency portfolios under a single Hong Kong management hub.
Active Investors
Structure HK fund vehicles (OFC/LPF) for efficient multi-asset management.
Property Investors
Consolidate local and global real estate holdings into efficient corporate portfolios.
Family Offices
Establish an institutional Single Family Office (SFO) framework benefiting from HK tax incentives.
Illustration
An example wealth management model
Initial State
Wealth owner holds fragmented liquid accounts, real estate, and business equity across multiple personal accounts.
Consolidated Framework
Assets are structured into a centralized Hong Kong wealth hub (Single Family Office or Trust) for unified management.
Target management framework
Hong Kong Family Office / Trust → HK OFC Fund / Holding SPVs → Global Equities | Private Equity | Real Estate | Fixed Income → Family Beneficiaries
Illustration only. The appropriate wealth management model depends on investment objectives, risk tolerance, and client tax residency.
The Process
How SetupHero manages your wealth plan
Discovery & Financial Review
Assess existing assets, portfolio concentration, liquidity requirements, risk appetite, and multi-generational objectives.
Wealth Strategy & Design
Determine the optimal management framework—whether a Single Family Office (SFO), HK Trust, OFC fund, or HoldCo structure.
Entity Setup & Governance
Establish corporate management entities, execute fiduciary documentation, and complete statutory Hong Kong filings.
Banking & Custodian Onboarding
Establish multi-currency accounts and custodial relationships with premier Hong Kong private banks and institutions.
Portfolio Allocation
Execute asset allocation according to the established mandate across equities, real estate, private markets, and fixed income.
Ongoing Oversight & Reporting
Provide consolidated reporting, tax concession compliance, quarterly performance reviews, and secretarial maintenance.
End to End
Why SetupHero
Wealth Management
Customized portfolio planning and Family Office advisory designed for your family.
Corporate Vehicles
Hong Kong SFO entities, fund vehicles (OFC/LPF), and offshore holding companies.
Private Banking
Onboarding support with premier Hong Kong private banks, custodians, and wealth managers.
Tax Coordination
Optimize for HK territorial tax advantages and SFO 0% profit tax concessions.
Estate Planning
Seamless integration with perpetual Hong Kong trusts to protect generational assets.
Ongoing Administration
Annual compliance, secretarial management, tax filing, and administrative support.
FAQ
Common questions
Everything you need to know about wealth management in Hong Kong with us.
Build a wealth strategy that lasts beyond one generation.
Whether managing private investment portfolios, family business holdings, or international real estate, we help you design an optimal Hong Kong wealth management solution.