HK Family Office Tax Reform: Legislative Tracker
The 2026 Policy Address promises to optimise SFO and carried interest tax regimes. Track the bill: current baseline, watchlist, and updates within 48 hours.
Read moreEducation & Research
Education & Research
China Family Office publishes family office research and policy analysis across wealth management, family governance, succession planning and cross-border compliance, helping families and practitioners build systematic knowledge.
How to File the 2026 Offshore Trust Tax Rules
A practical filing guide for the 2026 offshore trust tax rules: who must file, a five-step process, the documents to prepare, key dates and the mistakes to avoid.
Read morePolicy Address 2026: Family Office Measures Analysed
Delivered 16 September with the first five-year plan: SFO tax optimisation, 220 more family offices by 2028, and a higher CIES property cap.
Read moreSingle vs Multi-Family Office: How to Choose
A single family office serves one family; a multi-family office serves many. Compare cost, control and entry thresholds to choose the right model.
Read moreWhat Is BVI? A Guide to BVI Companies (2026)
BVI — the British Virgin Islands — is a leading offshore registry. What BVI and a BVI company are, common uses, and compliance basics (substance, CRS).
Read moreWhat Is a Family Trust? The 2026 Guide
A family trust is a legal arrangement where a trustee holds assets for beneficiaries. How trusts work, common types, jurisdictions and 2026 tax compliance.
Read moreFamily Office vs Private Bank: Key Differences
A private bank serves many clients through product distribution; a family office serves one family. Compare scope, objectivity, cost and how they work together.
Read moreFamily Office Glossary: 40 Key Terms (2026)
A glossary of 40+ family office terms — from SFO and MFO to CRS, ESR and CIES — grouped by theme with plain definitions and links to in-depth guides.
Read moreHong Kong Family Office Tax Concession: The 0% Regime
Hong Kong taxes eligible single family offices at 0% profits tax under Schedule 16E: HK$240m AUM safe harbour, employment thresholds and how the regime works.
Read moreCayman vs BVI Company: How to Choose (2026)
Cayman leads in fund registration; BVI leads in company formation. Compare setup, uses, regulation and costs — and the common Cayman fund plus BVI SPV structure.
Read moreCIES Hong Kong: Requirements, Investment and Process
CIES is Hong Kong’s investment immigration route: a minimum HK$30 million investment in eligible assets for residency. Requirements, assets and process explained.
Read moreWhat Is the Wealth Management Connect (WMC)?
The Wealth Management Connect (WMC) is a scheme linking Greater Bay Area residents to Hong Kong and Macau banks, with quotas and eligibility rules.
Read moreThe Complete Guide to Family Offices in China (2026)
A family office integrates a family’s investments, governance and philanthropy. This guide covers definition, setup, jurisdictions, tax and succession.
Read moreHow to Set Up a Single Family Office in Hong Kong
Setting up a Hong Kong single family office takes 3–6 months. Step-by-step: structure, incorporation, tax exemption, staffing — with costs and 2026 policy notes.
Read moreHow to Write a Family Charter: Clauses, Steps, Template
A family charter is the founding document of family governance. Core clauses, a five-step drafting process, and three notes specific to Chinese families.
Read moreCase Study: How Hong Kong Became the Top Wealth Hub
Hong Kong booked about US$2.5 trillion of cross-border wealth to overtake Switzerland in 2026. A public-data study of three drivers and what families should learn.
Read moreChina Clarifies Income Tax Rules for Offshore Trusts
An offshore trust is a common wealth vehicle for Chinese families. China’s July 2026 tax notice clarifies scope, the 20% rate and filing. We explain each rule.
Read moreHong Kong Overtakes Switzerland as Wealth Hub
Hong Kong is the world’s largest cross-border wealth hub. BCG’s 2026 report confirms it overtook Switzerland with about US$2.5 trillion booked, growing 9% a year.
Read morePolicy Address 2025: CIES Threshold Cut to HK$30 Million
The CIES is a Hong Kong investor route for family capital. The 2025 Policy Address cuts its residential threshold to HK$30 million. We explain the impact.
Read moreReady to Walk with Us?
Whether you are a family member, a family office professional, or a partner following the industry’s development, we welcome you to get in touch and help advance a professional and philanthropic family office industry in China.