Managing significant wealth can create complex challenges for both individuals and multi-generational families. Family Office Services can centralize the oversight of your financial affairs to ensure efficient coordination and effective management. Investam HK’s approach to assisting you in this endeavour includes:

Multiple Advisors: Work in collaboration with both your tax and legal professionals to ensure that customized planning and succession strategies are implemented efficiently.

Investment Management: Ensure that your investment management is reflective of your current objectives, considers future generations and addresses your philanthropic endeavours.

Investment Due Diligence: Our ability to independently analyse potential investment offerings allows for an unbiased opinion and acts as a buffer to insulate you from the deluge of offerings.

Education: At your request, we are available to interact with your heirs to educate them on proper stewardship issues and investment management techniques.

Reporting: We provide fully customized reporting solutions, which allow you to easily gauge the value, structure and performance of your investment portfolio.

Since every family entity has a unique set of circumstances, we are committed to listening and understanding your needs in order to deliver the appropriate services that you require.

Contact Details

We welcome any questions or comments about our investment management services.
Feel free to contact us by clicking here. Please do not send any confidential information.

Call: +852 5808 4953
Office: Rm. 3708 37/F 118 Connaught Road West, Central and Western District, Hong Kong


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