POLICY EXPRESS · PE-FSTB-161 · Financial Services and the Treasury Bureau
Wealth Management and Family Offices
Family offices are up 25% in two years and Hong Kong ranks first in cross-boundary wealth, but the concessions’ cost and local footprint are unmeasured.
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2 pages · English and 繁體中文 · Built on the 1134211 Framework · Facts as at 25 October 2026
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The tension and our thesis
The tension
Hong Kong leads the world in cross-boundary wealth and its family-office count is up 25%, yet the concessions’ cost, the local footprint behind the count and the reliance on outside flows are not measured.
Our thesis
Measure what the concessions cost and what they bring before widening them again.
Three policy problems this brief examines
- 01Concessions widen before cost is known
- 02The headline count outruns local substance
- 03Standing rests on cross-boundary flows
Each problem is developed in three layers: the fact, why it persists, and the consequence for the system.
Three options compared
A · Widen further: add qualifying assets and lower thresholds.
B · Substance first: raise local staff and spending requirements.
C · Review first: freeze new concessions pending an independent review.
The scored comparison, the justified recommendation with its phased measures, the implementation challenges, the stakeholder assessment and the success metrics are in the full brief.
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Both pages, in English and Traditional Chinese: the introduction and background, key figures, the three policy problems, the scored options, the recommendation with its phased measures, the implementation challenges, the stakeholder assessment and the conclusion.
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