Ricky Lee - 李立基

了解在香港建立及運行家族辦公室的成本 Costs of Setting Up and Running a Family Office in Hong Kong

 

了解在香港建立及運行家族辦公室的成本

你準備在香港建立一個家族辦公室嗎？太棒了！但讓我們切入正題。一個迫切的問題是家族辦公室的設立成本香港。這到底需要多少呢？

這不僅僅是把錢投下去就行。你需要對這一切有個清晰的了解。讓我們揭開運行家族辦公室所有財務方面的面紗。

理解初始設立成本

首先來談談那些初始成本。這裡有一個簡單的分解：

  • 政府登記費：你需要預算 HKD 1,500 到 HKD 3,000 來正式註冊你的家族辦公室。這是必須的！
  • 法律費用：法律支出會有所不同。預期支付 HKD 20,000 到 HKD 100,000 的專業法律服務費用，具體金額取決於你家族的財務複雜程度。
  • 許可證費用：如果你的辦公室處理投資，還需要獲得許可證，這可能會增加 HKD 10,000 到 HKD 50,000 的成本。

請確保將這些初始數字納入你的預算中。這些是順利開始的基礎。

持續運營費用

記住，設立只是開始。持續的運營成本會不斷流出。以下是你需要考慮的事項：

  • 辦公空間：在香港租金可不是開玩笑的！辦公空間的月租金範圍可能在 HKD 20,000 到 HKD 100,000 之間，這取決於地點和面積。
  • 員工薪資：如果你想得到最好的，就需要為此付出代價。預期經驗豐富的金融專業人士的年薪範圍在 HKD 600,000 到超過 HKD 1,500,000。
  • 合規成本：保持合規不僅僅是一個建議；這是法律要求。你需要每年為合規相關的支出預留 HKD 30,000 到 HKD 100,000。

不要低估意外費用

我們都遇到過意外支出，家族辦公室也不例外。以下是幾個潛在的金錢陷阱，你需要留意：

  • 市場變化：如果你的投資表現不如預期，可能需要額外資金。
  • 通脹：始終為通脹調整你的預算；它可能會悄悄地出現！

額外隱性成本

人們經常忽略一些關鍵費用，這些費用可能會累積起來。以下是需要注意的事項：

  • 諮詢費用：專家的意見是無價的。但準備好每次尋求專業諮詢時的費用範圍在 HKD 5,000 到 HKD 50,000。
  • 技術費用：不要忘記技術投資。無論是軟件、硬件還是網絡安全，這些成本可能會從 HKD 10,000 到 HKD 100,000。

長期管理：財務管理

家族辦公室設立完成後，下一階段就開始了——長期的財務管理。這不是一次性的交易；你需要不斷監控進度。

問問自己：

  • 你的投資策略是否仍與你家族的目標一致？
  • 你多久檢視表現並調整計劃一次？

感到不知所措是正常的。但請記住，尋求幫助是被鼓勵的。

為什麼選擇一瑄家族辦公室是你的最佳選擇

想在香港建立家族辦公室時尋求專家協助嗎？那就不要再看了。一瑄家族辦公室專注於幫助家庭有效管理財富。

理解在香港建立家族辦公室的成本是我們的專長。我們會引導你通過各種選擇，確保你根據家族的需求做出明智的財務決策。

準備好在你的財富管理旅程中邁出下一步了嗎？為什麼不今天就預約一個免費諮詢呢？讓我們一起努力，為你的家族打造一個不僅能生存而且能繁榮的未來。

最後，管理家庭的財富不必是一項麻煩或讓你的財務緊張的任務。讓我們幫助你邁出最佳一步！

Understanding the Costs of Setting Up and Running a Family Office in Hong Kong

So you’re on the verge of establishing a family office in Hong Kong, huh? That’s fantastic! But let’s cut to the chase. One of the pressing concerns is the family office setup cost Hong Kong. What’s it really going to take to get this rolling?

It’s not just about throwing money at the problem and hoping it sticks. You need a clear picture of what you’re getting into. Let’s pull back the curtain on all the financial aspects of running a family office.

Understanding Initial Setup Costs

First up, those initial costs. Here’s a straightforward breakdown:

  • Government Registration Fees: You’ll need to budget HKD 1,500 to HKD 3,000 to get your family office officially registered. It’s a must!
  • Legal Fees: Legal expenditures can vary. Expect to pay between HKD 20,000 and HKD 100,000 for professional legal services, which will depend on the complexity of your family’s finances.
  • Licensing Fees: Should your office handle investments, you may also need to secure a license, which can add HKD 10,000 to HKD 50,000 to your costs.

Make sure to have these initial figures tucked away in your budget. They’re fundamental to getting started right.

Ongoing Operational Expenses

Remember, setting up is just the beginning. The ongoing operational costs will keep flowing. Here’s what you must consider:

  • Office Space: Rent in Hong Kong is no joke! Monthly expenses for office space can range from HKD 20,000 to HKD 100,000, depending on location and size.
  • Staff Salaries: If you want the best, you need to pay for it. Expect salaries for experienced financial professionals to range from HKD 600,000 to over HKD 1,500,000 annually.
  • Compliance Costs: Staying compliant isn’t just a suggestion; it’s the law. You’ll need to set aside around HKD 30,000 to HKD 100,000 each year for compliance-related expenses.

Don’t Underestimate Unexpected Costs

We’ve all had surprise expenses pop up; family offices are no different. Here are a couple of potential money traps you should keep in mind:

  • Market Changes: If your investments don’t perform as anticipated, you might need additional capital.
  • Inflation: Always adjust your budgets for inflation; it can sneak up on you!

Additional Hidden Costs

Often, people overlook crucial expenses that can add up. Here’s what to watch for:

  • Consultation Fees: Expert advice is priceless. But be ready for fees that range anywhere from HKD 5,000 to HKD 50,000 each time you seek professional consulting.
  • Technology Costs: Don’t forget about tech investments. Whether it’s software, hardware, or cybersecurity, the costs can run from HKD 10,000 to HKD 100,000.

The Long Game: Financial Management

Once your family office is set up, the next phase kicks in—long-term financial management. It’s not just a one-off deal; you need to keep monitoring progress.

Ask yourself:

  • Are your investment strategies still aligned with your family’s goals?
  • How often are you reviewing performance and adjusting your plans?

Getting overwhelmed is normal. But remember, seeking help is encouraged.

Why Jadeite Family Office is Your Best Bet

Want expert assistance navigating the intricacies of a family office in Hong Kong? Look no further. At Jadeite Family Office, we specialize in helping families manage their wealth effectively.

Understanding family office setup costs in Hong Kong is our forte. We guide you through the myriad of options and ensure you make sound financial decisions tailored to your family’s needs.

Ready to take the next step in your wealth management journey? Why not book a free consultation with us today? Let’s work together to craft a future where your family’s wealth not only survives but thrives.

In wrapping up, managing your family’s wealth doesn’t have to be a hassle or stretch your finances thin. Let us help you put your best foot forward!

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理財小知識

精品家族辦公室：為家庭提供專業服務，促進家庭健康關係

精品家辦是指專門為富裕家庭和個人提供全面服務的辦公室。這些服務可能包括財務管理、資產保值、稅務策劃、法律和移民問題解決、房地產和汽車銷售、私人飛機租賃、私人管家服務等。精品家辦的客戶通常是高净值家庭和個人，他們尋求高水平的專業服務和保密性。 精品家辦和單一家辦的主要區別在於服務的范圍和客戶的級別。

單一家辦通常只為一個富裕家庭或個人提供服務。這些服務可能包括財務管理、稅務策劃、資產保值等。單一家辦的客戶通常是中等或高净值家庭和個人。

而精品家辦則通常為多個富裕家庭和個人提供服務，服務範圍更加廣泛，可能包括財務管理、資產保值、稅務策劃、法律和移民問題解決、房地產和汽車銷售、私人飛機租賃、私人管家服務等。精品家辦的客戶通常是高净值家庭和個人，他們尋求高水平的專業服務和保密性。精品家族辦公室也可以以更為針對性的方式為單一家庭提供全面的財務管理服務。一些精品家族辦公室可能提供與傳統單一家族辦公室類似的全面服務，但採取更定制化和個性化的方式。這可能包括投資管理、稅務規劃、遺產規劃和慈善管理，他們還可能提供更專門的服務，如法律和稅務建議以及房地產管理。精品家族辦公室和單一家族辦公室的區別在於精品家族辦公室的客戶群較小，並經常為客戶提供更針對性的服務。

A boutique family office is a smaller and more specialized version of a traditional single family office. They typically serve a smaller number of ultra-high net worth families and provide a more personalized and customized service.

A single family office, on the other hand, is typically established by and serves the needs of a single, ultra-high net worth family. They provide comprehensive financial management services such as investment management, tax planning, estate planning, and philanthropy management.

A boutique family office can also provide comprehensive financial management services to a single family in a more tailored way. Some boutique family offices may offer a full range of services similar to those provided by a traditional single family office, but with a more customized and personal approach. This may include investment management, tax planning, estate planning, and philanthropy management, and they may also provide more specialized services like legal and tax advice and real estate management. The difference between a boutique family office and a single family office is that the boutique family office has a smaller client base and often provides a more tailored approach to their clients.

© 2019 版權所有 – Ricky Lee @ RED

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