Family Office

Successful entrepreneurs want more avenues to pass on and proliferate family wealth to future generations. Amidst volatile global economy and complicated legal and tax requirement, a holistic and independent family wealth management expert is the key to help families sail through complexities and build sustainable generational wealth and family financial strength for the future.

 

With founders born and raised in Hong Kong amidst international financial exposure, Aspenwood Family Office has deep understanding of traditional Chinese family values and oriental cultures. We are here to help families expand financial legacy and proliferate prosperity.

Transparency & Confidentiality

We upkeep client confidentiality in all discretionary dealings, while ensuring clients are well-informed of our actions and all authorised external coordination on their accounts.

Value-Add Services

With innovative proprietary risk analysis, manager selection, portfolio management, expert advisory and corporate services, Aspenwood Family Office has been a leading family office asset management provider in the region since its establishment in 2016.

Our value-add Family Office services help families grow affluence, manage finance, steer through different weathers, and pass on wealth legacy across generations:

Asset Allocation and Manager Selection

Aviation Financing

Cash management

Compliance advisory

Corporate Service

Currency Service

Discretionary Management

Derivatives Investing

External Asset Management

Illiquid Asset Management

Internal Control Design

Investment Fund Services

Legal Advisory

Management Consulting

Mortgage Service

Philanthropy

Portfolio Optimisation

Real Estate Advice

Risk Management

Short-term Financing

Succession Planning

Tax Advisory

Trust Services

Yacht Financing