Private Client and Family Office

Managing significant family wealth increasingly requires an integrated view of the family, its businesses, investments, ownership structures and long-term ambitions. 

RSM Hong Kong Advisory helps entrepreneurs, high-net-worth individuals and multi-generational families protect and grow wealth, prepare for succession and operate with confidence.

From Hong Kong, we coordinate tax, business advisory, accounting, governance and transaction specialists across the RSM global network, providing families with a clear local point of contact for interests spanning Mainland China and international markets.

Our Approach

Your family’s definition of success is unique. We begin by understanding your values, priorities, risk appetite, family dynamics, business interests and future plans. We then develop a practical roadmap that can evolve as your family and circumstances change.

We work alongside family members, family office teams and existing legal, investment and other advisers. Our support ranges from targeted specialist advice to coordinated, multidisciplinary services, with discretion, continuity and accountability at the centre of every relationship.

Our Services

1. Wealth structuring, tax advisory and compliance

We provide coordinated advice to help preserve wealth, manage risks and meet tax and reporting obligations across jurisdictions.

• Personal and family tax planning and compliance
• Tax residency, domicile and global footprint reviews
• Trust, estate, succession and asset-holding structure considerations
• Cross-border tax and international reporting, including Common Reporting Standard (CRS) considerations
• Asset protection, insurance and broader risk management considerations
• Immigration support, including visas and citizenship applications

2. Finance, accounting and administrative services

Reliable information, disciplined processes and clear accountability are essential to an effective family office.

• Investment and portfolio accounting across asset classes and jurisdictions
• Management reporting, cash-flow forecasting and liquidity monitoring
• Bookkeeping, payroll and preparation of consolidated or audit-ready financial statements
• Budgeting, internal controls, policies, risk management and operational governance
• Coordination with banks, investment managers, legal advisers and other service providers

3. Business ownership, transactions and liquidity events

For business-owning families, corporate strategy and personal wealth planning are closely connected. We support clients before, during and after major transitions.

• Business succession and exit planning
• Pre-transaction readiness, valuation and financial due diligence support
• Mergers and acquisitions, IPO readiness and disposal support
• Owner and management transition planning
• Post-deal integration, investment structuring and family wealth planning

4. Family office strategy, set-up and transformation

We provide specialist advisory support for family office arrangements that are proportionate, scalable and aligned with the family's vision, working alongside family office providers and other professional advisers where appropriate.

• Family office set-up and structuring considerations
• Feasibility, operating model and jurisdiction assessments
• Reviews of entity, ownership and investment-holding structures
• Decision-making responsibilities, roles, policies and control frameworks
• Operational health checks, process improvement and transformation roadmaps
• Technology, data aggregation, reporting and privacy considerations

5. Family governance, succession and next-generation readiness

We support families in translating their values and long-term objectives into sustainable arrangements for stewardship and decision-making across generations, working with relevant specialist advisers where appropriate.

• Family constitutions, councils and governance frameworks
• Ownership, leadership and intergenerational succession planning
• Education and preparation of family members and future stewards
• Conflict management protocols and communication frameworks
• Philanthropic strategy and structures aligned with the family's objectives

Why RSM Hong Kong Advisory

Hong Kong is a leading international wealth management centre and a natural gateway for families with interests across Mainland China, the Greater Bay Area and global markets. Our local knowledge, multidisciplinary capabilities and international reach help families address domestic priorities and cross-border complexities through a single, coordinated relationship.

Whether you are establishing or transforming a family office, reviewing ownership and wealth structures, preparing the next generation, planning a transaction or strengthening day-to-day operations, we provide practical support tailored to your family's circumstances and long-term objectives.

Speak to Our Specialists

Speak with our Private Client and Family Office team about your family’s priorities, business interests and long-term objectives. We can help you identify immediate priorities, develop a practical roadmap and coordinate the right specialists.