For families with significant and complex wealth, managing financial, legal, and administrative matters across generations can become complex and time-consuming. A Single Family Office (SFO) offers a structured solution, bringing all aspects of wealth management under one roof. It replaces informal or scattered arrangements with a dedicated team and system, ensuring better control, privacy, and long-term planning.
By centralising decision-making and oversight, an SFO helps protect the family’s legacy, streamline operations, and support succession planning. It’s not just about managing assets – it is about building a lasting framework for governance, continuity, and peace of mind.
Hong Kong stands out as a premier global location for establishing an SFO, offering a stable legal system, a deep pool of financial services talent, and unparalleled proximity to the dynamic growth markets of Asia. Zetland Fiduciary Group provides expert, fullsupport for families looking to design and operate their own tailored SFO in Hong Kong. We help you to create a framework that provides proportionate governance, clear and efficient decision-making protocols, and robust operational controls that can scale and adapt as your family's needs evolve over generations. We work with you to define the SFO's core mission and scope, and to document clear policies for every key area, from investments and liquidity management to risk, expenses, and philanthropy. We then help to implement the operational backbone of the SFO, including the accounting and reporting systems, and the service provider network of custodians, managers, and other advisors. Our team can operate the core functions of your SFO on an outsourced basis or provide targeted support to your own in-house team, offering a truly flexible and tailored solution.
We help families establish and run their Single Family Office (SFO) with clarity and control. In the Design phase, we work with you to define governance, decision-making structures, and clear roles, laying the foundation for how your SFO will operate. During Operations, we manage core functions like payments, bookkeeping, consolidated reporting, and document handling, ensuring smooth day-to-day administration. We also oversee your Service Provider Network, coordinating with custodians, investment managers, and other specialists to keep everything aligned and efficient.
Our support includes building strong Risk and Control frameworks, with clear approval processes, role separation, and robust data security. Designed for Scalability, our model grows with your needs. We offer flexible outsourcing and help you adopt the right technology to support increasing complexity. The result is a professional, well-structured SFO platform that protects your family’s legacy and supports long-term growth.
Zetland Fiduciary Group operates a global network of offices to support clients across key international financial hubs. Whether you are seeking guidance on company formation, trust administration, accounting, or cross-border transactions, our local experts in Hong Kong, Shanghai, Singapore, and London are ready to assist.
Contact any of our offices directly for tailored advice and seamless service.