REPORT

The Family Office Playbook:
A guide for legacy builders

We’re excited to announce the launch of the Family Office Playbook: A guide for legacy builders—a comprehensive guide created by Bloomberg, the HKSAR Financial Services and Treasury Bureau (FSTB), and Invest Hong Kong (InvestHK).

Designed to support families establishing or expanding their family office presence in Hong Kong, the Playbook provides actionable insights and frameworks contributed by leading families and practitioners, helping you navigate the full spectrum of opportunities and challenges.

“Hong Kong is clearly emerging as a top destination for family offices. We are proud to support this community with the data, insights, and networks needed to thrive.”

—Bing Li, Head of Asia Pacific, Bloomberg

Playbook highlights:

  • Governance, legal structures & planning
  • Licensing & compliance essentials
  • Allocation strategies in Hong Kong’s dynamic markets
  • Best practices in operations, technology & talent
  • Intergenerational wealth transfer & legacy planning

Download the Playbook now and explore how to help your family office scale, professionalize, and prepare for the next generation.

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