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- Securing the goals and needs for your family wealth -

Services & Solutions for Family Offices

Family Office Services offering legal counsel and strategic advice on how to preserve and protect family wealth

In today’s wealth management marketplace, there is a surge of interest in the creation of family offices as the vehicle of choice to preserve and protect extraordinary wealth. Once a relatively unknown term accessible only to the exceptionally affluent, the family office has increasingly become more mainstream.

We serve as legal counsel and strategic advisors to provide services for the creation, management and protection of a family office

Investment Management

• Direct investment, Co-investment and Joint Venture
• Real Estate Investments
• LP investment in investment funds including Private Equity, Venture Capital
• Fund of Funds, and Hedge Funds
• Minority and Strategic GP investments such as in Private Equity Sponsors
• Fintech Investments
• Litigation Funding Investments
• ESG and Impact Investing

general counsel discussing company growth

Structural Establishment

• Formation of Single-Family Office (SFO), Multi-Family Office (MFO), Hybrid-Family Office, Private Trust, Private Trust Companies and Foundations

• Formation of Private Investment Funds and long-term capital vehicles, including transitioning from an SFO to an MFO and/or transitioning to a Hybrid Family Office/ Third-Party Investment Fund

Management

• Corporate governance advice
• Designing, implementation and/or enforcement of compliance
• Regulatory and securities laws advice
• Disclosure obligations advice
• SFC Licensing advice
• Trust business licensing advice
• Employment, executive compensation, benefits and talent retention advice
• Immigration advice
• Data protection and privacy advice
• Dispute resolution
• Ongoing counselling and ancillary advice such as crisis management, confidentiality, referral network, strategic introductions

Wealth Planning

• Direct investment, Co-investment and Joint Venture
• Real Estate Investments
• LP investment in investment funds including Private Equity, Venture Capital
• Fund of Funds, and Hedge Funds
• Minority and Strategic GP investments such as in Private Equity Sponsors
• Fintech Investments
• Litigation Funding Investments
• ESG and Impact Investing

Finance and Liquidity Solutions

• Cash management structures
• Dispositions of investments, IPOs, secondary transactions

Strategic Advisor

We focus on availability, efficient cost structure, and quality. Our legal work is tailored to your needs and integrated with operational processes.

Let's Work Together
Contact us for a complimentary
assessment of your enterprise needs,
and learn how we can help.

[email protected]
Tower 535, 535 Jaffe Road
Causeway Bay, Hong Kong

+852 3905 3618