Aspire Multi-Family Office

Overview

ASPIRE Multi-Family Office Limited is regulated in Hong Kong by the Securities and Futures Commission under CE No. BIA093.¹² The SFC Network mirror records active Type 4 activity for advising on securities and Type 9 activity for asset management.¹ The firm says it serves affluent, accredited and sophisticated clients internationally.³ Its listed offices are in Hong Kong and Vancouver, Canada.⁴

History

The SFC Network mirror records the earliest licence date as 8 November 2016.¹ The firm previously operated under the name Caldera Pacific (Hong Kong) Limited until 28 January 2022.¹ A Hong Kong SFC publication records the addition of Type 4 activity for ASPIRE Multi-Family Office Limited in June 2024.⁵ ASPIRE identifies itself as a member of the APG and APIA Pan Pacific Wealth Consultancy Group.³

Timeline

1. 2016The SFC Network mirror records the earliest licence date as 8 November 2016.
2. 2022The firm previously operated under the name Caldera Pacific (Hong Kong) Limited until 28 January 2022.
3. 2024A Hong Kong SFC publication records the addition of Type 4 activity for ASPIRE Multi-Family Office Limited in June 2024.

Leadership

Shane Weir holds B.A. and LL.B. credentials.⁶ According to the firm, his commercial legal career has included business and corporate finance work across Canada, Hong Kong, the PRC and other parts of Asia.⁶ The website lists him as manager in charge. His stated duties include oversight of the firm, its key business lines, operations, risk, finance, accounting, information technology, compliance, and anti money laundering and counter terrorist financing matters.⁶ The firm also says he has taught at universities in Canada and Hong Kong and works in commercial, property and banking law, with a focus on trusts and pensions.⁶ His background includes board service at listed public companies and advisory or director positions with local and international firms.⁶

Peter Barrett holds the FAIQ credential from the Chartered Insurance Institute.⁶ The firm names him as its SFC Responsible Officer for the asset management and securities advice activities.⁶ His published areas of work include financial management, estate and insurance planning, investment planning and monitoring, risk management, asset protection planning, lifetime event planning, education fee planning, retirement needs planning, insurance portfolio bonds and life insurance.⁶

Cherry Lim holds B.S.I.E. and M.B.A. credentials.⁶ The firm describes her background as spanning corporate finance, venture investment, telecommunications and manufacturing in China and South East Asia.⁶ It says she has advised on mergers and acquisitions with firms licensed by the SFC and MAS since 2013.⁶ The website also identifies her as an angel investor in several startups and a director of Swanland.AI, described there as a Hong Kong investment company focused on artificial intelligence.⁶ It states that she formerly led Tsing-Tech Innovations as chief executive officer and worked with major telecommunications companies and multinational corporations in Hong Kong and Singapore.⁶

Services

ASPIRE offers external asset management and investment advice across all asset classes.³ The firm states that it provides independent and objective investment advice, along with access to alternative, non public and income producing investment opportunities.³

Its wealth protection services include offshore accounts, trust services, business structuring for tax efficiencies, risk management, asset protection planning and setup assistance.³⁷ Legal, tax and administration services include taxation, estate planning and inheritance planning.⁷ The firm introduces legal, accounting and financial management services through international partners.⁷ Tax services include introductions for tax structuring, planning and compliance.⁷

The firm lists Canadian residential, commercial and private mortgage services.⁷ It says this guidance is intended to assist new arrivals before they obtain long term credit ratings.⁷ Fund management services include investment strategies, fund solutions and asset allocation.⁷ Insurance, immigration and corporate services include work visa applications, life and general insurance, and personal and business risk insurance.⁷

ASPIRE says Vancouver based partners provide mortgage and lending, financial advisory, insurance, tax and immigration services.³ The firm describes this partner network as serving international clients seeking guidance on purchasing Canadian assets.³

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Trust and fiduciary
• Administration and bill pay
• Risk and insurance
• Private and alternative investments
• Cross-border planning

Client focus

ASPIRE says it serves affluent, accredited and sophisticated clients internationally.³ Its Vancouver partner network is described as serving international clients seeking guidance on purchasing Canadian assets.³

Investment philosophy and approach

The firm says its approach includes independent and objective investment advice across all asset classes.³ It also says clients can access alternative, non public and income producing investment opportunities.³ Its listed fund management work covers investment strategies, fund solutions and asset allocation.⁷

FAQs

Related resources

• LocationMultifamily offices in Central

  This page helps compare multifamily office options in Central, a relevant starting point for someone seeking Hong Kong based advice. Readers can consider how firms in the area may address investment management, tax and estate planning, fiduciary arrangements, insurance, administration and cross-border needs.

• Network siteOffshoreTrusts.com

  OffshoreTrusts.com offers background on international trusts and cross-border asset planning. Its guides can help a Hong Kong family or business owner prepare questions about trustees, jurisdiction, succession, reporting and how trust structures may relate to estate planning and fiduciary services.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and community perspectives for wealthy families and single family offices. It can help readers understand common service areas, compare questions to ask prospective advisers and think through investment, governance, administration, succession and private investment needs.

• GuideThe annual MFO review

  The annual MFO review offers a broader view of multifamily office providers and themes affecting wealthy families. Readers can use it to frame discussions about investment management, risk, alternatives, estate matters and cross-border planning when assessing a Hong Kong licensed asset manager.

• Similar firmsBIPPO Advisory Group (HK) Limited
  Jadeite Family Office
  Perpetuum Wealth Management Limited

  Profiles of BIPPO Advisory Group (HK) Limited, Jadeite Family Office and Perpetuum Wealth Management Limited provide nearby comparison points. Reviewing these firms alongside ASPIRE can help a family or business owner identify differences in service scope, Hong Kong focus, investment approach and support for administration or cross-border planning.

Sources

1. SFC Network firm record , accessed 2026-10-23.
2. ASPIRE Multi-Family Office , accessed 2026-10-23.
3. ASPIRE company , accessed 2026-10-23.
4. ASPIRE contact , accessed 2026-10-23.
5. Hong Kong SFC variations publication , accessed 2026-10-23.
6. ASPIRE team , accessed 2026-10-23.
7. ASPIRE services , accessed 2026-10-23.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.