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A Hong Kong Limited Partnership Fund (HK LPF) is an institutional-grade, SFC-regulated holding vehicle. For ultra-high-net-worth families, it replaces fragmented offshore shell companies with an active, tax-exempt structure. When properly managed, it secures 0% capital gains tax and protects legacy assets across borders.
As an Ultra-High-Net-Worth (UHNW) founder or global investor, your greatest advantage is structural efficiency. By adopting a unified, institutional-grade holding architecture, you can proactively optimize your global portfolio for tax efficiency, maximize dividend retention, and ensure a seamless, multijurisdictional succession plan.
Global Asset HK LPF engineers these highly tax-efficient holding structures. By combining Hong Kong Limited Partnership Funds (HK LPF), offshore trust integration, and SFC-licensed economic substance, we transform your legacy assets into a compliant, tax-optimized portfolio.
Academic advisory without licensed execution is just theory. We operate as your dedicated External CFO and architectural quarterback for your family's wealth. Backed by our SFC-licensed Type 4 (Advisory) and Type 9 (Asset Management) partner network, we do not just draft legal documents; we design, execute, and actively manage the unified structure. From navigating the OECD Pillar 2 global minimum tax to satisfying foreign Principal Purpose Tests with undeniable commercial substance, we ensure your family’s wealth compounds efficiently and compliantly.
Fragmented physical and financial assets suffer severe tax drag and probate gridlock across borders. We integrate your global real estate, unlisted operating shares, and liquid financial assets under a master Offshore Trust architecture.
Generational Protection:
Mitigates exposure to multijurisdictional inheritance tax and probate friction, serving as the ultimate foundation for your Hong Kong Family Office and succession plan.
Risk Isolation:
Strictly ring-fences your passive family treasury from the commercial liabilities of your active operating companies.
Total Confidentiality:
Employs shielded Limited Partner (LP) registries for privacy protection, keeping family holdings out of public corporate databases.
Institutional SPV Setup:
We engineer and incorporate premium Hong Kong companies and Special Purpose Vehicles (SPVs) to serve as the foundational building blocks for your future Family Office or Pre-IPO architecture.
When operating companies or legacy properties are sold directly, founders can face up to 35% in capital gains and income taxes. By executing a seamless HK LPF setup to act as your Family Investment Holding Vehicle, you unlock Hong Kong's premier tax advantages.
0% Capital Gains:
Legally secures 0% profits tax on all qualifying global investments under the Unified Fund Exemption (UFE), including real estate and private equity.
Cross-Border Yield Optimization:
Deploys integrated holding companies (SPVs) to leverage international tax treaties, significantly reducing dividend and interest withholding taxes globally.
Institutional Governance:
Replaces passive offshore shells with an actively managed HK LPF, providing undeniable regulatory substance to satisfy foreign tax scrutiny.
For global investors seeking safe-harbor residency and tax identity transition from high-tax jurisdictions, we optimize the HKD 30 Million Capital Investment Entrant Scheme (CIES), Hong Kong's premier investment visa pathway.
Fast-Track Compliance:
Streamlines the preparation of the 6-month historical net asset verification and facilitates InvestHK clearance alongside your visa filings.
Mandate Optimization:
Directs the maximum allowable HKD 10M CIES private fund quota into our tax-exempt proprietary managed LPFs.
Dual-Shield Defense:
Combines the physical tax transition of HK residency with the permanent corporate asset shielding of the trust-LPF framework.
Before a liquidity event, M&A exit, or US/HK listing, founders must reposition their capital architecture. Transferring legacy assets post-exit means the tax damage is already done.
Pre-Exit Structuring:
We package and swap your existing private shares for HK LPF units prior to a major IPO or sale, securing a highly tax-efficient final liquidity event.
Tax-Deferred Compounding:
Protects active trading portfolios and allows for reinvestment of returns at the offshore structure level.
Institutional Syndicate Access:
Acting as your strategic advisor, we help source placement capital and structure your pre-IPO financing with institutional precision.
Optimize your structural efficiency to fortify your generational legacy. Connect with our dedicated architectural team to map your strategic objectives and design a definitive, tailor-made structural solution.
[WhatsApp Us] — For an immediate, confidential discussion with our structuring specialists.
[LINE Us] — Connect directly with our Taiwan and regional advisory desk.
[WeChat ID: JosephineChung1217] — Add our ID to connect with our Greater China execution team.
[Book Free Diagnostic via Google Form] — Submit your high-level structural goals for a complimentary Phase 1 architectural blueprint assessment.
香港有限合夥基金 (HK LPF) 是一個機構級、受香港證監會 (SFC) 監管的控股載體。對於超高淨值家族而言，它以主動管理的免稅架構取代了零散的離岸空殼公司。在妥善管理下，它能確保 0% 的資本利得稅，並為跨國傳承資產提供保護。
作為超高淨值 (UHNW) 創始人或全球投資者，您最大的優勢在於高效的架構規劃。透過建立統一且具備機構級別的控股架構，您可以主動為全球投資組合進行稅務優化、最大化保留股息收益，並確保跨司法管轄區的財富傳承無縫交接。
Global Asset HK LPF 專注於設計這些高度稅務優化的控股架構。透過結合香港有限合夥基金 (HK LPF)、離岸信託整合，以及具備證監會 (SFC) 持牌的經濟實質，我們將您的家族資產轉化為一個合規且稅務優化的投資組合。
沒有持牌執行的學術性諮詢只是紙上談兵。我們作為您專屬的外部 CFO 與家族財富的架構總指揮。在我們持有 SFC 第 4 類 (就證券提供意見) 及第 9 類 (提供資產管理) 牌照的合作夥伴網絡支持下，我們不僅僅是草擬法律文件；我們負責設計、執行並主動管理您的統一架構。從應對 OECD 支柱二全球最低稅率，到以無可辯駁的商業實質滿足外國的主要目的測試 (PPT)，我們確保您的家族財富得以高效且合規地滾存。
零散的實體與金融資產在跨境時會遭遇嚴重的稅務拖累與遺產認證僵局。我們將您的全球房地產、非上市營運公司股份以及流動金融資產整合到一個主控的離岸信託架構之下。
跨代保護：
有效降低多個司法管轄區的遺產稅 (Inheritance Tax) 風險及認證摩擦，為您的香港家族辦公室 (Family Office) 與傳承計劃奠定終極基礎。
風險隔離：
嚴格將您的被動家族金庫與活躍營運公司的商業負債隔離開來。
絕對保密性：
採用受保護的有限合夥人 (LP) 名冊提供隱私保護，讓家族控股遠離公開的企業數據庫。
機構級 SPV 設立：
我們為您策劃並註冊頂級香港公司及特殊目的實體 (SPV)，作為您未來家族辦公室或上市前架構的堅實基礎。
當創始人直接出售營運公司或傳承物業時，往往面臨高達 35% 的資本利得稅和所得稅。透過無縫設立 HK LPF (香港有限合夥基金) 作為您的家族投資控股平台，您將解鎖香港的頂級稅務優勢。
0% 資本利得稅：
在統一基金豁免 (UFE) 制度下，依法確保所有合資格的全球投資 (包括房地產和私募股權) 享有 0% 的利得稅。
跨境收益優化：
部署整合的控股公司 (SPV) 以善用國際雙重課稅協定 (DTA)，大幅降低全球股息和利息的預扣稅。
機構級治理：
以主動管理的 HK LPF 取代被動的離岸空殼公司，提供強大的監管實質，以滿足外國的稅務審查。
對於尋求安全港居留權並希望平穩過渡高稅率管轄區稅務身分的全球投資者，我們為您優化 3,000 萬港元的「新資本投資者入境計劃」(CIES)，這是香港頂級的投資移民簽證 (Investment Visa) 途徑。
快速合規通道：
高效整合 6 個月的歷史淨資產審核準備，並協助推進投資推廣署 (InvestHK) 的審批流程。
資產配置優化：
將 CIES 允許的最高 1,000 萬港元私人基金額度，直接配置到我們享有免稅優惠的持牌管理 LPF 中。
雙重防禦盾牌：
將香港居留權的稅務身分轉換與信託-LPF 架構的永久性企業資產保護完美結合。
在流動性事件、併購退出或美國/香港上市之前，創始人必須重新定位其資本架構。在退出後才轉移資產，稅務損失已無可挽回。
退出前架構重組：
我們在重大 IPO 或出售前，將您現有的私人股份打包並轉換為 HK LPF 份額，確保最終的流動性事件具備高度稅務效益。
遞延稅項複利：
保護活躍的交易投資組合，並允許投資回報在離岸架構層面進行再投資。
機構級財團網絡：
作為您的戰略顧問，我們協助尋找配售資本，並以機構級的精準度構建您的上市前融資 (Pre-IPO financing)。
優化您的架構效率，鞏固世代財富傳承。歡迎與我們的專屬架構團隊聯繫，規劃您的戰略目標，為您量身定制專屬的終極架構方案。
[WhatsApp Us] — 與我們的架構專家進行即時、機密的初步探討。
[LINE Us] — 直接聯繫我們的台灣及區域諮詢專線。
[WeChat ID: JosephineChung1217] — 添加 ID 以聯繫我們的大中華區執行團隊。
[Book Free Diagnostic via Google Form] — 提交您的高階架構目標，以獲取免費的第一階段架構藍圖評估。