Wealth Management, Trusts & Family Offices
In the complex landscape of intergenerational wealth, families require more than financial management; they need a strategic legal foundation that ensures protection, continuity, and harmony. Through our dedicated trust arm Honelight Trustee Limited (registered as a trust company in Hong Kong), we provide customized trust and family office advisory services, drawing on the jurisdiction’s robust legal frameworks and our deep expertise in private client law. We understand that each family’s dynamics, assets, and aspirations are unique. Our role is to translate your personal and financial goals into resilient legal structures, offering clarity and confidence as you navigate wealth preservation, succession, and the evolving challenges of global family governance.
Our scope of services
Our dedicated team offers a comprehensive suite of legal services designed to establish, support, and protect sophisticated family offices and their underlying structures.
Trust Establishment & Governance
- Legal Structure Design: Advising on the trust structure based on the objectives to achieve
- Advisor Coordination: Assisting to communicate with financial service providers particularly for CRS and/or FATCA compliance, ensuring all strategies are legally aligned
Succession & Legacy Planning
- Integrated Estate Planning: Crafting cohesive plans that incorporate trust structures, wills, enduring powers of attorney to ensure a smooth intergenerational transfer of wealth in accordance with your wishes
- Family Business Succession: Facilitating the tax-efficient transition of business ownership and management through tailored solutions in the context of particular stakeholder structure and operational model
Dispute Resolution & Family Dynamics
- Trust & Estate Litigation: Representing beneficiaries, trustees, or family offices in disputes concerning trust interpretation, breach of fiduciary duty, and contested probate matters
- Family Governance Mediation: Providing sensitive counsel and mediation services to help resolve intra-family conflicts related to wealth, business, or governance
- Risk Mitigation: Proactively advising on potential legal conflicts within family structures and implementing mechanisms to prevent future disputes
Insights & News
Breaking News and Legal Developments
Partner Kevin Tsen Joins HKU Career Event, Exploring Opportunities in Legal and Finance Sectors
Partner Bowie Fung Featured in Asian Legal Business (ALB) International Women’s Day Roundtable
Celebrating Friendship and Milestones — CFN Lawyers at Anli Partners’ 25th Anniversary Event
Practice Areas