Family Trust
Our mission is to deliver meticulously managed trustee services, making them accessible and affordable for every family in Hong Kong, regardless of their financial standing. We are committed to deliver exceptional trust management that not only safeguards your beneficiaries' futures but also nurtures their growth with personal care and guidance.
Our Approach
Our Family Trust service transcends conventional models by addressing the diverse needs of your loved ones, from infants and teenagers to adults approaching significant life milestones, such as marriage. We also provide comprehensive support for your own retirement aspirations, ensuring a worry-free transition into your golden years, mitigating and managing financial, credit, or business risks.
At this stage, we do not offer investment services, except in the case of full discretionary trusts. Abiding our core values, we priortise long-term client relationships and trust over short-term gains.
Even in Full Discretionary Trust, we meticulously vet investment professionals, recommending only those with a proven track record of performance and ethical practices.
For every investment opportunity, we rigorously review each and every one of them with the support of CFAs and financial analysts.
Our Uniqueness
Comprehensive Family-Centric Approach
We focus on fostering family harmony. Our holistic approach considers family dynamics, intergenerational aspirations and financial assets, ensuring we address each family member's unique needs while enhancing overall family well-being.
No Minimum Asset Requirement
We believe every family deserves access to professional trust services, regardless of their current financial status. Our inclusive approach serves clients at various life stages, helping them build and maintain financial and personal stability for generations.
Long-Term Investment Philosophy and Exclusive Opportunities
Our investment philosophy is rooted in a commitment to long-term growth and stability. We prioritise sustainable businesses that demonstrate resilience and adaptability in a changing market. By carefully analyzing trends and opportunities, we seek to create enduring value for our clients. Our approach emphasizes patience and strategic planning, ensuring that investments contribute positively to both financial returns and societal impact over time.
Our relationship with clients and beyond
We recognize that our relationship with our clients and their beneficiaries extends far beyond a fixed term—it is a commitment to generations. Our approach to Family Trust mirrors the professionalism of our co-founders, who adhere beyond the highest ethical standards set by their own professional bodies.
For us, a sustainable family trust is one that:
-
Ensures the current well-being of our clients’ families without jeopardizing its future prosperity;
-
Empowers the next generation with sustainable practices that foster growth and have a competitive advantage in the rapidly evolving AI landscape;
-
Focuses on long-term strategic issues critical to the future of our clients’ family wealth.
Our Belief
As dedicated trustees, we focus on providing tailored services to those in needs of a Family Trust, recognizing that each family has a unique story and set of objectives.
We are committed to nurturing the growth opportunities of our clients' loved ones, monitoring their progress closely, and understanding the intricacies of their individual needs.
With our Family Trust service, our clients can be confident that their legacies are being managed with a forward-thinking approach that is both financially sound and ethically responsible.
Copyright © 2024 Famille Trust Limited
