Family Investment Committee Terms of Reference: Authority, Challenge and Decision Records
Define mandate, responsibility interfaces, conflicts, meeting evidence and escalation mechanisms.
Afilcorp Research & Governance
Afilcorp Insights
Evidence-led research on Hong Kong family-office governance, ownership continuity and institutional readiness.
26research records
Featured publication · Whitepaper
Hong Kong Family Governance Framework 2026
The complete institutional report on Hong Kong law, policy, market development and the FO-EGP governance architecture.
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Family Governance
5articles02
Hong Kong Family Office
3articles03
Ownership & Continuity
6articles04
Institutional Readiness
5articles05
Trust, Control & Stewardship
5articles06
Cross-border Coordination
2articlesArticle ledger
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Reserved Matters Schedules: Turning Family Intention into Executable Decision Boundaries
Define decision classes, thresholds, consultation duties, emergency procedures and evidence requirements.
CRS Entity Classification for Family Holding Companies and Investment Vehicles
Base classification on actual activity, income, assets and management, maintaining consistency across data, responsibility and evidence.
Hong Kong’s 2026 AEOI Amendments: Readiness Priorities for Family Holding Structures
Reconcile entity classifications, registration duties, controlling-person data and the annual information lifecycle before implementation.
Significant Controllers Registers and Family Holding Structures: An Annual Review Method
Reconcile the SCR with the family tree, beneficial ownership map, trust arrangements and changes in control.
Family Office Substance: People, Expenditure, Outsourcing and Oversight Evidence
Substance is evidenced through capable people, Hong Kong expenditure, real decisions and continuing oversight of outsourced activity.
The SFC Licensing Boundary for Single Family Offices: Activity, Not Label
Use an activity-based analysis of regulated activity, supported by records of the business model, authority and persons served.
FIHV Tax Concession: From Eligibility Conditions to Governance Evidence
Translate tax-concession conditions into maintained evidence of ownership, management control, substantial activities and record keeping—not a one-off application.