Family Office

Wisdom River Capital

Family Office

Family Office Services

Family Office Setup
Trust Setup
Tax & Legal
Generational Succession

Wealth Management

Private Banking Services
Asset Allocation
Private Fund Structuring
Custom Life Insurance
Wealth Transfer Planning

Oversea Identify Planning

International Investment Mirration
Education
Overseas Property Investment
Relocation Assistance

Stewardship & Lifestyle

Personal Health
Bespoke Travel
Private Jets
Art Collection

The Function of Family Office

Together We Achieve More

Challenges

Family Office Input

Good Outcome

Family Wealth

Assets are scattered across multiple account managers and lack a clear management structure, leading to inefficiency and increased vulnerability.

Family offices provide centralized wealth management and expert asset allocation, ensuring consolidated oversight and coordinated strategies.

Family Assets

The family’s wealth is efficiently preserved and grown, with risks systematically managed for stability and future expansion.

Family Business

Unclear ownership roles and succession risks create uncertainty and threaten long-term business continuity.

Governance frameworks, succession planning, and support for business continuity are instituted to clarify leadership transitions and protect the enterprise.

Family Enterprise

The business enjoys sustained growth and smooth generational transitions, securing its future across decades.

Family Members

Conflicts of interest and lack of member engagement undermine family unity and collaboration.

Family offices organize educational initiatives, facilitate communication, and host regular meetings to align interests and create opportunities for involvement.

Humanity Capital

Harmony is established as family values are aligned, empowering the next generation to participate actively in family endeavors.

Family Legacy & Culture

Family values and cultural heritage risk erosion if not actively preserved and promoted.

Promotion and protection of the family mission, establishment of a formal family charter, and dedicated support for legacy planning.

Social Capital

The family's legacy is securely continued, and a strong sense of identity is maintained for future generations.

Key Strategic Advantages of Hong Kong

- Comparing to Singapore -

	HK	SG
TAX REGIME	Simple Tax Regime, No Capital Gains or Dividend Tax & Top Global Tax Efficiency	Slightly Complex, Less Favorable to Investors
FAMILY OFFICE	Asia's Top 1 & Global Top 2 Family Office Hub	Ranks Behind Hong Kong in Family Office Ecosystem (2025)
CAPITAL MARKET	Stocks Market Capital USD 5 Trillion (2025), World IPO Leader	Large Cross-Border Deals Are Often Preferred
EDUCATION	World-Class Education, 5 Universities Rank in World’s Top 100 (2025)	Ranks Behind Hong Kong University in Education & Research (2025)
HEALTHCARE	Chinese University of Hong Kong Ranks Asia Top 1 in Clinical Medicine & Global Top 100 (2025)	Hong Kong’s Leading Hospitals Rank Higher Than Most Peers in the Asia Region
CHINA CONNECTIVITY	Direct China Connectivity, Greater Bay Area Offers Unique Mainland Market Access	Hong Kong Provides Streamlined Access to Investment Opportunities in China
BUSINESS & GOVERNANCE EFFICIENCY	IMD Ranks Hong Kong as the Second Best City in the World	Hong Kong Excels Over Singapore in Some IMD Criteria
GLOBAL FINANCIAL CENTER	Consistently Ranks Among the Global Top 3 (2025)	Hong Kong Leads in Capital Markets Performance
PROFESSIONALS	Rich Pool of Talented Professionals, including Experts in Finance, Law & Compliance	Comparable, But Hong Kong Offers Greater Expertise in China & International Markets
QUALITY OF LIFE	Cosmopolitan Quality of Life with Top-tier Education, Healthcare, Safety & Family-friendly Amenities	Comparable Leading Asian Hubs - Both Provide a High Standard of Living & Vibrant Urban Experiences