Why families are basing their offices in Hong Kong, how the tax concession for family-owned investment holding vehicles works, and what setting one up actually involves.
Hong Kong has made a deliberate policy push to attract family offices, and the centrepiece is a profits tax concession for qualifying family-owned investment holding vehicles managed by a single family office. Used properly it is significant; the conditions attaching to it are specific.
This course covers the strategic case first — Hong Kong's position as a wealth management hub, its access to Mainland markets, its professional services depth, and the government support available through dedicated channels.
It then works through the mechanics: single versus multi-family office models, the structure and substance requirements a family-owned investment holding vehicle must meet, the safe harbour and qualifying activity tests, and the licensing question of when a family office needs an SFC licence. It closes with the operational build — governance, staffing, banking, and the philanthropic vehicles families frequently establish alongside.
Part 1
The strategic case, market access, professional infrastructure, and available government support.
Part 2
Single versus multi-family offices, holding structures, and where the office sits in the family's wider arrangements.
Part 3
Eligibility for the family-owned investment holding vehicle regime, qualifying activities, and substance requirements.
Part 4
Licensing considerations, governance, staffing, banking relationships, and philanthropic vehicles.
Once you have watched the seminar, a short multiple-choice assessment unlocks. Score 60% or higher and a Certificate of Attendance for 1 CPT hour is issued immediately, carrying a unique reference number.
The certificate resolves to a public verification page, so an employer or regulator can confirm it without contacting us. It also counts towards the CPT hours ledger on your dashboard.
See how verification worksRelated
Private wealth
The core principles that make a trust valid — the three certainties, the parties, and how structures are used for succession, asset protection, and employee benefits.
Course fee
HKD 500
