Family Office Advisory
Our family office advisory team guides prominent families in establishing robust governance structures that elevate wealth management to a strategic, multi-dimensional level. Through coordinated legal, financial, and personal planning, we help ensure that your family’s wealth and legacy endure across generations.
Will & Estate Planning
A will is a legal document that allows an individual to direct how the property to which he is beneficially entitled at the time of his death to be distributed after his death. The benefits of having a will include appointing a trustworthy person to administer their estate, distributing the estate according to their wishes, avoiding a lengthy probate process, minimising estate tax duty, and avoiding disputes among family members
Philanthrophy & Impact Investing
A majority of family offices engage in philanthropy and impact investing. Family offices facilitate philanthropic investments directly or through other mechanisms, such as a family foundation or donor advised funds. The main reason to explore this topic is to educate the next generation of wealth owners to build a lasting legacy.
Family Trust
A trust is set up by a trust deed between the settlor and the trustee and often accompanied by a letter of wishes. Once the assets are transferred into the trust, the trustee has control over the assets. Trusts are often set up for the purpose of the welfare, education and well-being of family, and assist with future generations’ estate planning, privacy, tax planning and asset protection.
Enduring Power of Attornery
With an enduring power of attorney, the donor can appoint and empower the attorney to manage his/her property and financial affairs when he/she becomes mentally incapable.
Advance Directive
An advance directive for health care is a statement in which a person indicates when mentally competent the form of health care they would like at a future time when they are no longer competent.
Tax Planning
Strategic tax planning across jurisdictions to optimise your family’s tax position while ensuring full compliance with all applicable regulations.
Insurance Planning
Comprehensive insurance solutions designed to protect family wealth, including life insurance, key person insurance, and wealth transfer strategies.
Advisory Team
Peter Tsang
Founding partner of a reputable local law firm with over 30 years of experience specialising in wills, trusts, probate, estate planning, and the law of succession. Member of the Probate Committee of The Law Society of Hong Kong and a Trust and Estate Practitioner (TEP) of STEP.
Family Office Infographic
