Murray Group delivers bespoke fiduciary solutions with a strong focus on Private Trust Companies (PTCs) and Family Offices, enabling families to maintain control while benefiting from professional administration and Hong Kong’s advantageous legal and tax environment.

Private Trust Companies (PTCs): Our Flagship Expertise

A Private Trust Company is a company incorporated in Hong Kong that acts exclusively as trustee for one family’s trusts or a group of related trusts. A PTC allows your family to retain influence through board representation while preserving the integrity of the trust structure.

Key Benefits of Establishing a PTC in Hong Kong:

• Family Control & Flexibility: Family members or trusted advisors can sit on the PTC board for customised decision-making.
• Succession Planning: Ensures continuity across generations.
• Asset Protection: Ideal for holding sensitive or high-value assets such as private company shares or alternative investments.
• Tax Efficiency: Benefits from Hong Kong’s territorial tax regime with no capital gains tax, estate duty, or gift tax.
• Regulatory Simplicity: Pure family PTCs are generally exempt from full TCSP licensing requirements (subject to AML/CFT compliance). We handle governance, compliance, and board support.

Our PTC Services Include:

• Feasibility assessment and structure design (including purpose trusts for added privacy).
• Incorporation and efficient setup.
• Ongoing administration, company secretarial support, and board meeting facilitation.
• Integration with Hong Kong law, discretionary or purpose trusts.
• Best-practice governance frameworks, including independent professional directors where appropriate and family charters.

Family Office Services

We support the establishment and operation of single-family offices (SFOs) and multi-family offices, helping you centralise wealth management, governance, and legacy planning in Hong Kong.

Why Set Up a Family Office in Hong Kong?

• Access to targeted tax concessions for eligible Family-owned Investment Holding Vehicles (FIHVs) managed by SFOs (0% profits tax on qualifying transactions, with recent expansions covering digital assets, gold, precious metals, and commodities).
• No licensing requirement for pure single-family offices, preserving privacy.
• Strategic location for Asia-Pacific investments and proximity to Mainland China opportunities.
• Strong government support through initiatives aimed at positioning Hong Kong as Asia’s leading family office hub.

Our Family Office Solutions:

• Setup & Structuring: Design of SFO entities, integration with FIHVs, and compliance with eligibility criteria (e.g., minimum asset thresholds and substantial activities requirements).
• Governance & Administration: Family constitution drafting, investment policy statements, secure reporting, and coordination with external advisors.
• Wealth Management Support: Oversight of PTC-held assets, philanthropy structures, and specialised planning.
• Compliance & Risk Management: AML/CFT, tax reporting, and regulatory filings tailored to Hong Kong’s regime.
• Holistic Services: Succession planning and next-generation education.

PTCs and family offices work synergistically: many families house their core trusts under a PTC while the family office manages day-to-day investment execution and reporting.

Other Complementary Services

• Hong Kong trusts.
• Corporate secretarial, administration and professional directorship.
• Estate and succession planning.
• Cross-border strategies.