Family Office advisory

A comprehensive guide to our cross-border legacy planning services for high-net-worth individuals and families

Fung Yu Trust Services (Hong Kong) Limited (” Fung Yu Trust “) is a licensed trust service provider under Fung, Yu & Co. CPA (” Fung Yu “). Fung Yu Trust offers a comprehensive range of trustee services, including the establishment, management and administrative management of trusts, as well as consulting and compliance services related to estate planning, asset protection and charitable giving. The uniqueness of Fung Yu Trust lies in its ability to offer cross-border and international tax planning consulting services, which makes it one of the few local-owned trust companies in Hong Kong capable of providing such services.

Core Trust Solutions & Use Cases

Our private client practice provides comprehensive trust solutions, serving as tailored governance frameworks for family wealth transition:

  • Family Trusts

Structures for privacy, asset segregation, and orderly generational succession. Tailored to balance control with wealth protection.

  • Family Office Trusts

Integrated structures with funding, governance (e.g., family councils), and education provisions to support family office operations.

  • ESOP / Pre-IPO Trusts

Compliant, tax-efficient structures to preserve incentive pools for employee equity in private companies approaching liquidity events.

  • Private Trust Companies (PTCs)

Purpose-built entities offering enhanced governance flexibility and direct family control over trustee decisions.

  • Legacy & IPO Trusts

Strategic structures for founder succession, forced heirship mitigation, and control retention during significant business transitions.

  • Philanthropic/Purpose Trusts

Vehicles dedicated to carrying forward family values through structured giving, fostering multi-generational engagement in social causes.

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