Youxfort Family Office is a multi-family office brand under Youxfort Holdings Group Limited, headquartered in Hong Kong. Wholly owned subsidiaries of Youxfort Holdings hold a range of licences, including an Insurance Broker Licence (Licence No. GB1119), a Type 4 Licence for Advising on Securities (CE No. BVG108), a Type 9 Licence for Asset Management (CE No. BVG108), an Estate Agent Licence (Licence No. C-092029), and a Trust or Company Service Provider Licence (Licence No. TC010654).
We adhere to the philosophy of " blending Chinese and Western cultures, elevating local wisdom with a global perspective " , providing professional, centralized, and customized one-stop global services for family wealth management and succession. As a licensed financial institution regulated by the Insurance Authority and the Securities and Futures Commission, our team comprises international professionals with expertise in insurance planning, asset management, investment and financing services, real estate planning, trust and corporate services, tax and financial services, and family succession. With a strong commitment to ethical practices and extensive professional experience, we are dedicated to assisting families in achieving their wealth management goals amidst ever-changing environments. We cater to your family's diverse needs in financial, human, cultural, and social capital, driving wealth growth, enhancing family governance, preserving family values, and pioneering the legend of your multi-generational succession.
Dear Sir or Madam,
It is our great pleasure to introduce you to the evolving landscape of family offices and the services we provide.
As economic and financial globalisation continues to deepen, wealth is becoming increasingly concentrated among affluent families across both developed and developing economies, as well as mature and emerging markets. At the same time, a new generation of wealthy families continues to emerge. As the number of affluent families grows, family assets expand and family relationships become increasingly complex, family office services have gained wider recognition and adoption around the world.
According to research by EY on intergenerational planning for family offices, approximately 70% of wealthy families fail to preserve their wealth beyond the second generation, while as many as 90% do not successfully pass it on to the third generation. Against the backdrop of increasingly complex political, economic, financial, tax, regulatory and technological environments, affluent families are becoming more aware of the significant challenges associated with wealth succession.In recent years, family office services have developed rapidly, particularly in emerging economies across the Asia-Pacific region. In seeking to preserve and grow family wealth, affluent families increasingly consider legal, regulatory, investment and tax environments when selecting suitable jurisdictions. This has contributed to the growing number of family offices being established in international financial centres such as Hong Kong and Singapore.
Many first-generation wealth creators who currently lead their families are now between the ages of 55 and 75. As founders grow older, demand for succession planning is expected to become even stronger in the years ahead, whether through the establishment of an in-house family office or the engagement of external professional service providers. At the same time, many families that have not yet adopted family office services are showing growing interest in doing so, as they seek more systematic and effective ways to enhance wealth management efficiency, address internal family matters and facilitate intergenerational succession.
At the individual family and enterprise level, many family businesses in emerging markets are also entering different stages of development and transformation. Some seek to improve liquidity from operating profits or achieve more efficient allocation of assets and returns in order to strengthen wealth accumulation, protection and growth. Others are pursuing cross-border expansion and globalisation, aiming to take their businesses to the next stage of development.
Some families are considering separating family wealth from operating business assets and pursuing public listings or other forms of institutionalisation to facilitate future succession. Others may, depending on the development of the family business and its members, choose to sell their businesses at an appropriate time, realise value and transition into new industries or investment activities.
Such situations are common among affluent families, yet comprehensive and integrated solutions are often lacking. It is therefore increasingly important to have a trusted professional team with an international perspective that can assess the needs of both the family and the family business at different stages of development, provide coordinated planning and deliver practical solutions aligned with long-term objectives.
Through this booklet, we hope to offer perspectives and inspiration for the planning of your family’s development and succession, while also sharing our understanding, insights and professional capabilities in family office services. We sincerely look forward to providing your family with professional advisory and consulting support, so that the challenges often described as “preserving wealth is harder than creating it” and “wealth rarely survives three generations” need not define your family’s future.
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