Succession & protection
Connecting families with trust and insurance teams to discuss protection and succession arrangements suited to their life stage.
- Trust and trustee arrangements
- Family insurance protection
- Succession wishes and priorities
Family Office Management
A whole-family perspective
Connected professional support
昱丰家办行政管理有限公司
Our family office management and administrative support helps families organise succession, business operations and lifestyle matters, connecting them with the relevant specialist teams.
The family-office administration team coordinates management and administrative needs with the relevant service teams. Investment, cross-border tax and other professional matters require separate checks of the actual provider and applicable scope.
Drawing on YFG’s network in Hong Kong, Singapore and regional markets, the relevant companies and professional partners handle specific engagements with clear service scope and responsibilities.
Supporting long-term and everyday needs
Services arranged around the practical needs of families and their businesses
Business & administration
Coordinating company secretarial, accounting, audit and tax matters for family-owned businesses.
- Company formation and maintenance
- Statutory records and information
- Accounting, audit and tax matters
Life across regions
Connecting relevant teams for residency, status and property arrangements, with cross-border tax matters referred to professional partners.
- Residency and status planning
- Immigration and property arrangements
- Cross-border tax matters
Education & health
Connecting education and healthcare teams according to family members’ learning stages and health needs, and helping coordinate related arrangements.
- Education planning and campus experiences
- Medical and health services
- Family lifestyle matters
Coordinated service
Ongoing support
Understand your needs
Identify the matters and priorities to discuss, from family members and business affairs to arrangements across regions.
Connect the right services
Contact the relevant service company or professional partner and establish the scope and terms of the engagement.
Coordinate follow-up
Maintain communication on agreed arrangements and help connect information and follow-up needs across professional teams.
Specific services are provided by the relevant entities or professional partners according to the applicable location, business scope and engagement terms. Specific services, fees and responsibilities are confirmed in the engagement. Start with Hong Kong and Singapore family-office planning and, where relevant, the trust process and cost guide.
