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香港财库局:约150间家族办公室表示正准备或已决定在港设立或扩展业务
Zhi Tong Cai Jing·2025-07-30 07:32

Group 1 - The Hong Kong government is actively promoting the development of family offices to enhance its asset and wealth management sector, with a dedicated team assisting 50 family offices in establishing or expanding their operations in the first five months of 2025, a 19% increase compared to the same period last year [1] - Approximately 150 family offices are preparing or have decided to set up or expand their operations in Hong Kong, indicating a growing interest in the region [1] - The government has implemented optimization measures for the "New Capital Investor Entry Scheme" effective from March 1, 2025, allowing applicants to invest through qualified single-family offices and wholly-owned private companies [1] Group 2 - Since 2016, Hong Kong has been promoting a talent training program for asset and wealth management, with over 4,800 applications for tuition subsidies approved and more than 1,100 students provided with internship opportunities [2] - The government has included "Asset and Wealth Management Professionals" and "Asset and Wealth Management Compliance Professionals" in the talent list to facilitate the entry of skilled professionals [2] - In 2023, the Wealth Succession Academy was established to provide a platform for knowledge sharing and training for asset owners, heirs, and family office professionals [2] Group 3 - The policy declaration on developing family office business in Hong Kong was published in March 2023, proposing eight measures to create a competitive environment for global family offices [3] - The "Taxation (Amendment) (Tax Relief for Family Investment Vehicles) Ordinance" came into effect on May 19, 2023, allowing eligible family investment vehicles managed by single-family offices to be exempt from profits tax if they meet a minimum asset threshold of HKD 240 million [3] - The response from the family office industry to the proposed measures, including tax incentives and the Wealth Succession Academy, has been positive, with an increase in interest from family offices to establish or expand in Hong Kong [3] Group 4 - The Hong Kong government plans to further optimize the tax incentives for single-family offices in the 2025-26 budget, including expanding the types of eligible transactions for tax relief [4] - The government has completed industry consultations on optimizing tax incentives and aims to submit legislative proposals to the Legislative Council in 2026 [4] - Current tax incentives do not cover joint family offices, as they typically serve as independent service providers and may not meet the minimum asset threshold and substantial activity requirements [4] Group 5 - Family investment vehicles that meet the definition of "fund" under the Tax Ordinance and are managed by licensed entities in Hong Kong can now benefit from a unified fund tax exemption for eligible transactions [5]