Setting Up a Family Office in Hong Kong
What you'll learn
- Understand the structural differences between Single Family Offices (SFO), Multi Family Offices (MFO), and Embedded Family Offices (EFO).
- Identify the key eligibility criteria for Hong Kong's 0% concessionary tax rate on qualifying investment vehicles.
- Analyze the operational requirements, including licensing, reporting, and regulatory obligations mandated by the SFC and Companies Registry.
- Apply best practices for family and investment governance to ensure long-term wealth preservation and conflict resolution.
- Evaluate various immigration and talent admission schemes suitable for family office professionals and key personnel.
- Recognize the strategic importance of Hong Kong as a hub for philanthropy and impact investing.
- Formulate a roadmap for the setup process, covering assessment, design, implementation, and operational launch.
About this course
This professional course provides a comprehensive guide to establishing and operating a family office in Hong Kong. As a premier international financial hub, Hong Kong offers a strategic gateway between East and West, supported by a government committed to fostering a world-class environment for wealth management. Participants will explore the unique advantages of the region, including its robust legal framework, low-tax regime, and unparalleled access to the Greater Bay Area and Mainland China markets.
Throughout the course, we examine the practical aspects of setting up a family office, from corporate structuring and regulatory compliance to talent acquisition and immigration pathways. Learners will gain insights into:
- Tax concessions and government incentives for family-owned investment vehicles.
- Effective family governance and succession planning strategies.
- Emerging opportunities in ESG, philanthropy, and virtual assets.
- Integration of professional management to ensure generational wealth preservation.
Curriculum · 31 lessons
- 1.
Setting Up a Family Office in Hong Kong
FREE1:53 - 2.
Core Components of the Family Office Course
FREE1:55 - 3.
Hong Kong as a Global Wealth Hub
1:55 - 4.
New Government Policy for Family Offices
2:00 - 5.
Unlocking East Meets West Investment Opportunities
2:00 - 6.
Quiz: Setting Up a Family Office in Hong Kong – Unlocking East Meets West Investment Opportunities
QUIZ5 questions · requires lessons - 7.
Market Access via Greater Bay Area
2:07 - 8.
Understanding Family Office Structural Models
1:55 - 9.
Strategic Advantages of Dedicated Office Structures
2:03 - 10.
Comprehensive Integrated Family Office Services
2:05 - 11.
Why Hong Kong Favors Family Operations
2:10 - 12.
Quiz: Market Access via Greater Bay Area – Why Hong Kong Favors Family Operations
QUIZ5 questions · requires lessons - 13.
Five Steps to Establishing Your Office
1:51 - 14.
Legal Structure and Regulatory Registration
2:01 - 15.
Overview of Hong Kong Tax Regime
2:00 - 16.
Tax Concessions for Investment Holding Vehicles
2:02 - 17.
Eligibility Requirements for Tax Concessions
2:03 - 18.
Quiz: Five Steps to Establishing Your Office – Eligibility Requirements for Tax Concessions
QUIZ5 questions · requires lessons - 19.
Qualifying Transactions and Specified Assets
1:57 - 20.
Compliance and Financial Reporting Framework
1:48 - 21.
Employment and Local Talent Acquisition
2:00 - 22.
Immigration Pathways for Office Professionals
1:58 - 23.
Mainland China Talent Admission Schemes
2:01 - 24.
Quiz: Qualifying Transactions and Specified Assets – Mainland China Talent Admission Schemes
QUIZ5 questions · requires lessons - 25.
Foundations of Generational Family Governance
2:02 - 26.
Philanthropy and Sustainable ESG Investing
1:55 - 27.
Virtual Assets and Emerging Financial Opportunities
1:54 - 28.
Family Office Archetypes in Hong Kong
2:02 - 29.
Deep Dive into Single Family Office Archetypes
2:00 - 30.
Quiz: Foundations of Generational Family Governance – Deep Dive into Single Family Office Archetypes
QUIZ5 questions · requires lessons - 31.
Common Challenges for Asia Pacific Offices
2:00 - 32.
How Hong Kong Solves Operational Challenges
1:59 - 33.
Building a Successful Pan Asian Strategy
2:00 - 34.
Getting Started With Dedicated Government Support
1:57 - 35.
Key Takeaways for Your Legacy Journey
2:00 - 36.
Quiz: Common Challenges for Asia Pacific Offices – Key Takeaways for Your Legacy Journey
QUIZ5 questions · requires lessons - 37.
Continuing Professional Training and Compliance
2:17
Requirements
- Basic knowledge of investment management, wealth planning, or financial services.
- Familiarity with corporate governance structures and general legal concepts.
- Interest in cross-border wealth management and the Asia-Pacific financial market.
- Professional background in finance, law, accounting, or family wealth management is highly recommended.
13 days left to enroll
17 seats left
or watch individual lessons (1 credit/minute)