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History of Family Offices

Family offices provide a full range of wealth management and family services for
the richest families in the world.
By following the expectations of customers, family offices assist these families in
their asset growth and wealth inheritance across generations.

Family offices first originated from the royal families, and later aristocrats and
wealthy individuals also participated.
After more than 15 centuries of development, family offices nowadays provide
services and solutions in larger scales.

Early family offices were mostly private family-operated companies, and
their operators could tailor exclusive and personalized services.
However, in light of the huge operational costs, these single-family offices
began to provide services to other families concurrently.
Modern family offices are mainly operated by the richest families themselves
or service providers from the financial sector.

Reasons for Setting up a Family Office

The demand for family offices has become more intense due to the number of
super families and their wealth is growing rapidly.
Family offices play an important role in the management of wealth, promoting communications and wealth inheritance among family members.

The core of the family offices is wealth investment management. A comprehensive
family office provide customers with customized services including but not limited to
financial planning, family strategies, family governance and professional consultations.

In addition, family offices take the long-term development of family assets and the
inter-generational inheritance of wealth as their ultimate goal.
When a HNW family develops to a certain size, inter-generational inheritance is
no longer simple.
Family offices can assist family members to avoid disagreement and reduce disputes
in the process of both material and spiritual inheritance.

We assist our customers in planning their family business and wealth, and provides inheritance solutions. At the same time, our professional team will provide professional advisory services on wills, trusts, tax issues and the establishment of charity funds.

  • Understand the wishes and of the leaders of the family, as well as the interests and concerns of each family member
  • Develop inheritance strategies to protect corporate value, balance the interests and concerns of all family members, and assist family descendants to maintain good relationships
  • Prepare resources for the inheritance, improve the existing management system and operations, and nominate suitable talents
  • During the inheritance process, provide more competitive solutions and professional advice on tax issues
  • Provide professional advice on wealth allocation and trust management

Family financial and inheritance planning is a comprehensive wealth planning service. Our aim is to systematically manage family assets, reduce risks, and achieve financial goals according to the wishes of the family. In addition to financial planning for each family member, we also provide financial planning and corporate management consultancy services for the family’s business. We are keen to assist you to-

  • Understand the family’s overall financial needs and analyze possible risks
  • Advise on relevant tax arrangements
  • Set up a trust in favour of family interests
  • Grasp the right investment opportunity
  • Develop the family business and boost its subsidiaries by insisting in mergers and acquisitions, business expansion, planning of corporate succession
  • Bring in resources for family business and conduct personnel training
Education
Investment Projects
High-tech
Equity Projects
Arts Crafts Collections

Education Investment Projects

Joint with Hong Kong listed corporate clients we participate in investment and operation of top-tier early childhood and international education institutions in Singapore. The first goal of the project is to establish a renowned education brand in Singapore, then expand the early childhood education market in Australia. At the same time, through the establishment of a teaching center in Australia, teaching quality will be continuously upgraded. We strive to acquire more experience in overseas education sectors, then further bring these high-quality early childhood education services to the country.

High-Tech AI Equity Investment Projects

Assist institutional investors to invest in local and overseas high-tech equities, including the artificial intelligence sections in response to the country’s 14th Five-Year Plan. We strive to gather strength to support the rapid growth of these Chinese-funded high-tech companies.

Arts Crafts Collections and Investments

Leading the exploration of the art market and optimizing its art collections have become a key part of asset allocation. Customize and strategically combine professional and market trends to assist companies or individuals, strengthen corporate image and enhance lifestyle.

+852 2295 0155
+852 2295 0166
info@topaz.hk
Rooms 2709-12, 27/F, Wing On Centre, 111 Connaught Road Central, Hong Kong
© 2020 Topaz Investment Strategy Limited. All rights reserved.
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