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Family office advisory

Clients with complex, international financial affairs require advice and service that draws on global resources. Our team takes advantage of both the skills and the international reach of the HSBC Group network to provide expertise in three core areas:

  • Wealth preservation
  • Wealth management
  • Special client services

In order that your needs are addressed in the best way possible, we have access, where applicable, to an extensive range of products, services and providers:

  • Tax advisors, lawyers and accountants
  • Trust and estate planning
  • Corporate finance, mergers and acquisitions
  • Custodians, banks and investment managers
  • Service providers from school advisory to art professionals
  • Insurance providers
  • Real estate advisors in both commercial and residential
  • Philanthropic services

We arrange a comprehensive review of the family situation. We work with you to define your objectives in the family context. We then take steps to meet those objectives.

Legal information
The information on this site refers to services or products which are not available in certain locations, or which, in any relevant location, have components, methods, structures and terms different from the ones described, as well as restrictions on client eligibility. Before proceeding, please refer to the full disclaimer.

Market views

Glossary

Looking for a definition of a banking or wealth management term? View our glossary.

In Perspective

The family office

How can a family efficiently manage the complexities of wealth? A family office is a good place to start.