Wharton Legal Eagle: HK Family Office Regime

Date and Time
Thursday, October 26, 2023
5:30pm— 8:00pm
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Deloitte Office, 35/F, One Pacific Place
88 Queensway Admiralty
Hong Kong
Hong Kong
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Who's coming
Yanjun Feng Nomis Ho Blake Atherton Kelvin Yan Kit Cheung Power Siu Li Chiao Johnny Wong Lam Daniel Livingstone Sohee Park Nigel Chan Ben Chan Ran Zhan Ka-Yin Li Arthur Chen Lei Wang Markus Grimm Maryann Tseng Michael Susanto Henry Da Cheng Lee Adam Janikowski David Young Stephen Ko Jennifer Aum Wai Lau Cora Ang Adrian Wong Bonnie Leung Jing Wang Gavin Lu Edward Tsim Jingjing Bai Lucas K.T. Lee Wenrong Ji Florence Lau Timothy Henglein Beijing Kwan Raymond Goh Carl Lu Tim Lu
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The Wharton Club of Hong Kong is delighted to launch its Legal Eagle Series which aims to provide legal insight, in a practical and immediately applicable fashion, on a variety of topics to business leaders in Hong Kong. The first instalment will cover a popular topic, namely Family Office establishment, and investment tools available to Family Offices (in particular, Hong Kong Limited Partnership Funds), but take a deep dive into concrete considerations, to provide a working knowledge and go beyond the broad strokes in the headlines.
Please join us for What Business Leaders Need to Know about Hong Kong’s Family Office Regime
This session will be led by Patrick Yip, who is Vice Chair at Deloitte China, and Wharton alumnus David Cameron (WG08, L08, G08) who is founder of his own Hong Kong law firm, David Cameron Law Office (www.dc-lo.com).
We are glad to announce that the Insead Alumni Association of Hong Kong (IAAHK) will collaborate with us for the event.
We also recognize that both networking and content is valuable so this event will start and end with networking and have content in the middle.
After the one-hour session, you will have working knowledge of:
  • What is a Family Office?
  • What are the Hong Kong tax advantages available to Family Offices?
  • How does one qualify as a Family Office in Hong Kong?
  • What types of services is a Family Office required to offer?
  • What is the minimum asset threshold for Family Offices?
  • What government approvals, if any, are required?
  • Is there a pathway to permanent residency status?
  • What are the new investment vehicles available?
  • What is a Hong Kong Limited Partnership Fund?
  • Is a Hong Kong Limited Partnership Fund a good fit for me and/or my clients?
  • What are the various components of a Hong Kong Limited Partnership Fund?
  • How do I set up a Hong Kong Limited Partnership Fund? 
The target audience of this event is not just those in the family office space, but also those who want to be able to speak, in a more detailed and educated manner, about a hot topic in Hong Kong. Moreover, the portion on Hong Kong Limited Partnership Funds is not exclusive to Family Offices but rather it is generally available to the professional investor industry.
Time and Date: 5:30 pm** to 8:00 pm, Thursday, 26 October 2023
** Sign in opens at 5:15 pm
Format: 5:30-6:30 pm networking drinks; 6:30-7:30 pm session; 7:30 pm onward Q&A and networking drinks
Venue: Deloitte Office, 35/F., One Pacific Place, 88 Queensway, Admiralty, Hong Kong
EARLY BIRD Price: HK$150 including drinks during networking sessions (limited to the first 25 seats)
Regular Price: HK$200 including drinks during networking sessions 
Guests: Guests of Alumni are welcome, but preference will be given to Alumni
Dress Code: Business Casual/Clean Casual 
About the Presenters:
Patrick Yip is an experienced international tax partner and Vice Chair of Deloitte China. He specializes in US international taxation, China-Hong Kong cross-border taxation and structuring M&A transactions. He also advises high-net-worth individuals on multi-jurisdictional trust and estate planning. In addition, he is a specialist in FATCA and CRS. He is fluent in English and Chinese (Cantonese and Mandarin). He is both a CPA (USA and Hong Kong) and an attorney-at-law (California). Patrick can be reached at [email protected]
David Cameron (Wharton MBA 08 / Penn Law 08 / Lauder 08) is founder and principal of his own Hong Kong law firm, David Cameron Law Office (DCLO). DCLO advises on both Hong Kong and New York law and caters to clients in Hong Kong such as family offices and asset managers, among others. David has practiced law in Hong Kong for 15 years, including at some of the largest law firm in the world, namely Linklaters and Allen & Overy and, most recently before founding his own firm, at US firm Dorsey & Whitney as Partner. David can be reached at [email protected]

Map & Directions

Deloitte Office, 35/F, One Pacific Place

88 Queensway Admiralty, 35/F, Hong Kong, Hong Kong,
by public transit by car by bike Walking