Family Office Set Up in Hong Kong with Primasia
Establishing a family office in Hong Kong is a smart move for ultra-high-net-worth individuals (UHNWIs) to preserve long-term wealth, manage assets and plan for intergenerational wealth transfer. At Primasia HK, we guide families through every step of setting up a family office in Hong Kong. Our process is seamless, secure and built for long-term success.
Why Set Up a Family Office in Hong Kong?
Hong Kong is one of the world’s top financial centers, the perfect place for private wealth management. Its established legal system, business-friendly regulatory environment and world-class financial services make it the best place for families to set up and run a family office.
Benefits of setting up a family office in Hong Kong:
- Strategic location with direct access to Mainland China and Asia-Pacific markets and strong international connections.
- Stable legal framework based on common law for transparency and asset protection.
- Tax friendly with low corporate tax rates, no capital gains tax and favorable treatment for offshore investments.
- Government support with regulatory pathways and tax concessions to encourage family offices.
- Deep pool of financial professionals, wealth managers, lawyers and trustees.
For families who want to protect and grow their generational wealth with control and flexibility, Hong Kong is one of the best platforms globally.
Family Office Structures in Hong Kong
At Primasia HK, we design the best structure for your family based on your objectives, wealth level and long-term goals. Families usually choose one of the following:
Single-Family Office (SFO):
A privately held entity that serves one family only. This model provides full customisation, privacy, direct oversight and confidentiality with highly tailored services.
Multi-Family Office (MFO):
A shared service model where multiple families pool resources for cost efficiency. Families still get professional wealth management, administration and estate planning services.
Both models offer comprehensive support but serve different needs depending on asset size, complexity and governance preferences.
Primasia’s Step-by-Step Family Office Set Up Services
Setting up a family office in Hong Kong requires detailed planning and execution. Our team manages every step of the process to ensure a smooth and compliant setup.
1. Defining Objectives
We begin by helping to define their key priorities, including wealth preservation and growth, succession planning, tax optimisation, family governance structures and philanthropic interests.
2. Legal Entity Formation
Primasia helps to set up the right legal entity to support your family office operations. This usually involves incorporating a Hong Kong private limited company as the operational base, providing operational flexibility, asset protection and tax efficiency.
3. Regulatory Compliance and Licensing
Most family office activities are outside licensing requirements. However, certain services such as investment advisory or asset management may require registration under Hong Kong’s Securities and Futures Ordinance. Our compliance experts assess your service scope and handle all required filings and documentation.
4. Hiring and Operational Setup
We assist with recruiting and onboarding key professionals, including investment managers, accountants, legal advisors, tax professionals and administrative staff. Primasia also supports the establishment of internal controls, reporting frameworks and technology platforms to ensure efficient daily management.
5. Ongoing Administration and Corporate Services
Once your family office is set up, Primasia provides ongoing support. This includes corporate secretarial services, accounting, compliance monitoring and administrative assistance to ensure your family office remains fully compliant and professionally managed.
Family Office Wealth Management Solutions
The primary objective of any family office is long-term wealth management. Primasia offers full range of services to protect and grow family wealth:
- Investment management with strategic asset allocation across global and regional markets, tailored to your family’s objectives.
- Risk management through governance frameworks and financial risk mitigation strategies.
- Philanthropic structuring, creating charitable foundations and managing initiatives aligned with family values.
- Financial reporting, offering consolidated and transparent reporting to give a complete view of the family’s total wealth.
We offer holistic oversight, managing complexity while protecting family wealth across generations.
Setting Up a Family Office Trust in Hong Kong
Trust structures are a key element of advanced family office planning. Trusts can provide:
- Asset protection from legal claims and creditors.
- Tax efficiency across multiple jurisdictions.
- Succession planning to simplify intergenerational wealth transfer.
- Confidentiality and flexibility for complex asset management.
Primasia works with leading trust professionals to help families set up and administer Hong Kong-based trusts tailored to their personal, financial and legal needs.
Hong Kong Family Office Incentives
Hong Kong actively supports family office growth with government initiatives that create additional benefits.* Tax exemptions are available for single-family offices managing substantial assets. Eligible offices can apply for profits tax exemptions on specific transactions.
- Residency options are available through investment schemes that support both business and personal relocation to Hong Kong.
- A strong support ecosystem offers access to experienced financial professionals, legal specialists, investment managers and international networks, all essential for a family office.
Primasia helps you to take advantage of these government programs while staying fully compliant.
Why Primasia for Family Office Setup?
Primasia HK has over 30 years of corporate services experience in Hong Kong and Greater China. Our team has expertise in legal, financial, compliance and operational matters. We offer bespoke service for ultra-high-net-worth families, seamless coordination with lawyers, tax advisors, trustees and wealth managers and transparent pricing with no hidden fees.
From planning to launch and beyond, Primasia HK is your partner.
Get Started Today – Contact Primasia HK
Setting up a family office in Hong Kong is the way to secure, grow and manage your family’s wealth for generations. Primasia makes it easy by providing expert guidance, top-notch service and complete confidentiality at every stage.
Stella Shiu
Head of Company Secretarial
Teresa Tam
Executive Director