
A simple introduction to what a family office is, why families use one, and how Hong Kong fits into long-term family wealth governance.

Service snapshot
Best for
Families that need a clearer operating model for governance, records, reporting, succession and adviser coordination.
Your next step
Share the family objective, entity list, jurisdictions, current advisers and most urgent governance or reporting issue. We will propose a practical first scope.
A family office is a private coordination hub for one family. It helps organise ownership records, investment reporting, decision-making, succession planning, philanthropy, and day-to-day administration. It is not one fixed legal product; it can be a small coordination setup or a more formal structure with companies, investment vehicles, staff, and external advisers.
Family governance
Investment oversight
Succession and administration
A family office can help consolidate scattered information into one working view for the family and its advisers.
Decision rights, signing authority, meeting notes, ownership records, and reporting routines become easier to follow.
Banks, trustees, investment managers, accountants, lawyers, and companies can work from cleaner instructions and documents.
The structure supports succession, education of younger family members, philanthropy, and multi-year planning.
These official regimes may become relevant after a family understands the family office concept, but they are not the definition of a family office.
Hong Kong does not have one simple law saying a family office must start with HK$200 million. Practical thresholds usually come from banks, intermediaries, operating cost, licensing, tax, or immigration rules.
The standalone FIHV/SFO tax concession is a separate framework. Qualifying profits may enjoy a 0% profits tax rate if ownership, Hong Kong management/control, substance, eligible SFO management, and the HK$240 million Schedule 16C asset threshold are met.
New CIES is an immigration/residency route for eligible asset owners. It does not require a family office, and using a family office-style structure does not remove the HK$30 million investment requirement.
For New CIES, eligible assets may be held personally or through a qualifying Hong Kong private holding company. If the family office FIHV/FSPE route is used, extra substance and SFO-management requirements apply.
The family office tax concession has no mandatory local investment requirement. New CIES counted assets must instead follow the scheme’s permissible asset, designated account, timing, and reporting rules.
Hong Kong has no single “family office licence”, but regulated activities can still trigger SFC licensing. The structure should be checked with legal, tax, CPA, and investment advisers.
This page is general information only. It is not legal, tax, investment, immigration, or regulated financial advice. Rules, caps, accepted assets, licensing treatment, and verification practice can change; confirm the latest official position and obtain professional advice before acting.
Use these official sources for the current rule text before making decisions.
These links help connect the current topic with nearby company, tax, banking, and compliance support. They are not a substitute for professional advice on your actual circumstances.
Contact us to learn more about the basic company, record-keeping, governance, and official requirement topics that may be relevant to a Hong Kong family office discussion.
Contact us to learn moreUse these related services and updates to plan your next compliance, setup, tax, or accounting step.
Hong Kong Company Formation
Incorporation, registration, and initial compliance support.
Company Secretary Services
Annual filings, records, and statutory maintenance support.
Accounting & Bookkeeping
Accurate reporting, management accounts, and record keeping.
Corporate Tax Services
Profits tax planning, filing, and compliance guidance.
Bank Account Opening
Document preparation and application support for banking.
Registered Address Service
Registered office support with mail handling and compliance.
2026-07-22
Hong Kong Proposes Cooling-off Rules for Beauty and Fitness Prepayments: What Businesses Should Review
Hong Kong is consulting on a seven-day cooling-off period, 14-day refunds and contract limits for certain beauty and fitness prepayments. Responses close 31 August 2026.
2026-07-21
Hong Kong Money Lender Licence Conditions Change on 1 August 2026: A Compliance Checklist
New Hong Kong money lender licence conditions take effect on 1 August 2026, introducing DSR caps for low-income borrowers, prohibiting loan referees and tightening advertising controls.
2026-07-17
Hong Kong Company Registrations Reach a Record High: First-Half 2026 and Re-domiciliation Trends
Companies Registry statistics for the first half of 2026 show Hong Kong company registrations at a record high, with 42 companies already re-domiciled.
For filing deadlines, statutory requirements, and immigration rules, confirm the latest details with the relevant Hong Kong authorities.