Compliance & Governance
Regulatory Framework
Operating within robust regulatory environments in both jurisdictions.
Hong Kong
FIHV Tax Regime
0% profits tax on qualifying transactions for eligible family-owned investment holding vehicles.
SFC Framework
Securities and Futures Commission oversight for licensed activities.
Substance Requirements
2+ qualified employees, HKD 2M annual operating expenditure.
Anti-Avoidance
Principal purpose test, anti-round tripping provisions, real estate tests.
Switzerland
FINMA Authorization
Swiss Financial Market Supervisory Authority oversight for regulated activities.
Banking Secrecy
Strong professional confidentiality within international transparency framework.
Substance Requirements
Qualified local directors, physical office presence, genuine governance activity.
Cantonal Tax
Selective cantonal incentives with strict qualification criteria.
Family Office · Hong Kong · Switzerland
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