• SERVICES

Family Office

A Multiple Family Office (MFO) is led by experienced bankers acting solely in the client’s best interest. It offers objective bank selection, risk diversification, and fully independent wealth management across financial institutions and legal jurisdictions.

Why Choose a Multiple Family Office

Based in Hong Kong, YYFO brings together top-tier financial professionals and a multi-bank strategy. We provide independent, tailored wealth solutions with an emphasis on risk control, platform neutrality, and cross-border execution. Our location allows us to leverage Hong Kong’s global financial infrastructure and proximity to China, enhancing value for international families.

Asset Management & Wealth Management

Family Office Services

We collaborate with trusted industry professionals and specialists to deliver comprehensive family office services to our clients.

Consulting Services
  • Tax and Legal Services
  • Compliance and Regulatory Support
  • Risk and Insurance Services
  • Investment Management Services
  • Philanthropy and Public Welfare
  • Family Trust
  • Training and Education
  • Real Estate and Wealth Succession
  • Business and Financial Advisory
  • Family General Ledger
  • Succession Management
  • Administrative Management

Our Approach

With an experienced leadership team focused on client growth, we offer an integrated model and solutions-based approach that addresses complex client needs, delivering intellectual capital through global investment research.

OUR APPROACH
Client Focus
Understanding Client Needs & Investment Preferences
    • Financial Goals
    • Expected Annual Return
    • Expected Volatility / Risk
    • Loss Tolerance
    • Investment Horizon
    • Liquidity Needs
    • Investment Preferences
    • Regulatory Environment
    • Based on your return expectations and risk tolerance, Yan Yun will work with you to tailor a long-term strategic asset allocation investment strategy.
    • Fixed Income
    • Equities
    • Commodities
    • Hedge Funds
    • Foreign Exchange
    • Private Equity
OUR APPROACH
Succession Planning

This is one of the most important services. Family offices can help the family prepare for the transfer not only of family wealth, but also of family values to the next generation, who will lead the family and the family business (if any) in the coming decades.

Services can include:

  • Setting up criteria for successor selection
  • Providing training for successor candidates
  • Supporting the transfer of wealth, ownership, knowledge, and responsibility between the incumbents and successors
  • Adjusting the role of retired members in the family and defining the role of the next generation
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