PROFO Family Office is a professional family affairs advisory firm headquartered in Guangzhou and Hong Kong, China. We accompany Chinese ultra-high-net-worth families on long-horizon goals — business development, enterprise succession and family continuity — delivering end-to-end solutions across cross-border wealth management, family trust planning and generational transfer. Global perspective, Chinese legacy.
Founded in 2019 and operating on the independent asset manager (EAM) model, PROFO Family Office is one of the few advisory family offices in China with hands-on offshore trust and asset management experience. We endorse no financial product, and we hold to a buy-side advisory philosophy: client interests first.
Our proprietary 6×6 service model spans six domains — wealth creation, protection, succession, governance, family member services and enterprise services — delivered through a confidential, efficient 1+1+N model that pairs every family with a dedicated adviser, a trust architect and a multidisciplinary expert team.
Scarce equity and industrial investment, onshore and offshore asset allocation advisory, bespoke family fund-of-funds, plus valuation, consolidation and custody. Particular strength in cross-border capital operations and M&A support.
Legal and tax risk review and optimisation, corporate and debt risk isolation, marital risk protection, nominee-holding risk response, life and insurance planning, and title consolidation and risk prevention.
Onshore and offshore family trusts and insurance trusts, equity trusts, art trusts and charitable trusts, together with gift agreements, wills, and asset privacy and isolation arrangements.
Family precepts and family constitutions, next-generation development programmes, family philanthropy and impact investing, single family office establishment and coaching, and family meetings and events.
Residency and tax domicile planning and immigration, elite education and overseas study, premium health and mental wellness, quality elderly care, art collecting and auctions, and marital risk isolation — full life-cycle services.
Equity and control structuring, employee incentive plans and trust advisory, corporate financing and investment banking advisory, listed-company net value management, brand upgrading and reputation management, and cross-border legal and tax advisory.
Our team brings together finance, legal, tax and education specialists with international backgrounds. Core members have more than 20 years of industry experience, with prior roles at commercial bank private banking divisions, Nasdaq-listed groups and private equity funds.
Our team spans investment, trusts, legal, tax and education, with international professional backgrounds (Boston University, Goldman Sachs and others), delivering precise, comprehensive solutions for complex needs. We continue to take part in international professional training and academic exchange to remain at the industry's leading edge.
Our proprietary, confidential and efficient 1+1+N model pairs each family with a dedicated family office adviser throughout, a trust architect who designs the top-level structure, and — as needed — N specialists in investment, insurance, legal, tax, education and lifestyle management, ensuring genuinely bespoke service for every family.
Holder of 2 copyright registrations for core family office materials and 4 software copyrights for family and enterprise succession. In 2025 we led the drafting of China's family office industry group standard; our lead-authored textbook is published by China Financial Publishing House, forming an authoritative evaluation system recognised by both the Ministry of Commerce and the Ministry of Human Resources and Social Security.
From international awards to industry standard-setting, PROFO Family Office stands at the forefront of Chinese-style family affairs management — leading standardisation and earning recognition through substance.
Chief Expert of the Asia-Pacific Family Office Standards Association (APFOSA), headquartered in Hong Kong, China. Drove the cross-certification agreement between FMC and APFOSA — 'one assessment, dual endorsement, recognised across Asia-Pacific' — covering Hong Kong, Singapore, Macao and other core Asia-Pacific wealth management markets.
Led the launch of China's first group standard for family affairs advisory, filling a gap in industry standards and moving the family office sector into a new phase of licensed, standard-based practice.
The Standard for Professional Competence Evaluation of Family Management Consultants (T/CABP 012—2025) is currently the only authoritative competence benchmark for family affairs practitioners recognised by both the Ministry of Commerce and the Ministry of Human Resources and Social Security. It establishes a five-level certification system across six knowledge modules, including wealth creation, succession and protection.
The lead-authored textbook, Fundamentals and Practice of Family Management Consulting, is formally published by China Financial Publishing House, building a standardised knowledge system for Chinese-style family affairs advisory and released to the public.
Recognised at the annual international private wealth industry awards hosted by ClearView Publishing — the only Chinese family office to receive the honour. The award is an international benchmark for professional contribution among family wealth institutions.
2 copyright registrations for core family office materials and 4 software copyrights for family and enterprise succession — the methodology and technical foundation of our digital service delivery.
Licensed operations, transparent fees and strict confidentiality — we protect every client's family interests with compliance as the baseline, so that trust has something to stand on.
In-depth research and real cases. PROFO Family Office publishes professional content to support wealth preservation and generational transfer for high-net-worth families.
State Council Decree No. 837 (effective 1 July) and the NDRC new Measures for Outbound Investment (effective 1 December) — the three authorities, five-step process and common pitfalls of ODI filing; PROFO secured RMB 2.17bn in approved ODI/Circular 37 quota for clients in 2024–2025.
Under the 2023 trust classification rules and regulatory guidance, insurance trusts and family trusts are parallel categories, not subsets — six differences in threshold, eligible assets and leverage, how to choose among Model 1.0/2.0/3.0, and what cannot go into an insurance trust.
Under SAFE Circular 37 (2014) and the 2026 latest operational guidance, four categories of mainland residents must register — red-chip founders, pre-IPO structures, ESOP holders and offshore SPV investors: four conditions, five steps, the 30% penalty red line, and how it divides work with ODI filing; PROFO secured 5 Circular 37 approvals for clients in 2024–2025.
An explainer of the Professional Competency Standard for Family Affairs Management Consultants (T/CABP 012—2025) — China’s first group standard in family-affairs advisory: its governance, curriculum system, certification path, and what FMC certification means when clients choose a family-office service provider.
Based on official data from Hong Kong IRD and InvestHK: the tax-concession conditions for single family offices (the HK$240m threshold and substantive-activity requirements), licensing boundaries, key points of the 2026 amending bill, and the policy logic behind Hong Kong’s 3,384 single family offices.
Next-generation succession is not a single equity transfer but a decade-long systematic project: the three stages of observation, co-governance and handover; the four levers of willingness, capability, governance and structure; and four common pitfalls, including equating succession with a share transfer.
A family constitution is a governance charter among family members: six modules (vision and values, governance bodies, succession rules, distribution policy, conflict mechanisms and legacy clauses), a five-step drafting process, and how it works alongside family trusts and wills.
Onshore and offshore trusts are not an either-or choice: a six-dimension comparison across regulatory thresholds, trustee regimes, eligible assets, tax treatment (including Announcement No. 21), transparency and functional positioning, with combination strategies based on asset location and succession goals.
The amended CRS and CARF (CRS 2.0) take effect internationally in 2026: crypto assets become reportable, dual tax residency pick-one-stop rules are removed, and information pierces through to controlling persons — Hong Kong implements from 2027 with the first exchange in 2028. The baseline of compliant allocation is honest reporting, not hunting for blind spots.
Five years, seven tranches, HK$60 million — a full post-mortem of building a core Kusama collection, and three rules for ultra-high-net-worth collecting.
PROFO completed its first offshore trust tax restructuring in Singapore and Hong Kong in response to Circular 21 and CRS 2.0, publicly disclosing the implementation path and tax calculations for the first time.
A 10,000-character deep dive into the seven upgrades under CRS 2.0, diagnosing penetration risk across five typical asset classes and setting out a complete restructuring roadmap.
A full analysis of China's first systematic tax rules for offshore trusts, comparing the tax regimes of China, the United States, Singapore, Hong Kong, the United Kingdom, Dubai and other jurisdictions, with a 30,000-character report.
Revisiting The Godfather trilogy in midlife — a reflection on the nature of family succession. Structures are rigid, people are not; rules are cold, feeling is warm.
Behind the change of Fed leadership lies an unsolvable $39 trillion Treasury problem. A review of the 1933 Gold Act and the lessons of post-war financial repression, with five recommendations for family asset allocation.
From 300 bottles of stained-label Sassicaia to a peak of RMB 50 million in annual purchasing, through the industry winter and the 2025 bottoming-out — Peng Fei, Partner of our Hangzhou subsidiary, recounts ten years in en primeur and the logic of 'passing down a cellar'.
A 14-month cross-border acquisition reconstructed in full — capital path, tax optimisation and trust structuring across three layers. Winner of a Family Wealth Report Award.
The PROFO Alliance covers five regions — South, East, Southwest, Northeast and North China — led by local principals who deliver localised, professional one-stop service to family clients.
Clearly priced, transparently billed. Four tiers cover everything from a single consultation to full-cycle family affairs management. All fees are confirmed in writing before signing, with no hidden charges.
Published in line with the price-marking requirements of the Price Law of the People's Republic of China, and open to client and public scrutiny.
Effective from 2026 (2026 V1) · This page is an invitation to treat; specific rights and obligations are governed by the signed service agreement.
We look forward to an in-depth conversation about your family's vision and needs.
