Hefeng Family Office

Overview

Hefeng says it serves families and family enterprises with an integrated solution spanning family governance, enterprise governance, and wealth management. Its “All in One” model brings together philanthropy, investment, education, governance, legal, lifestyle, tax, and risk-control support.¹

The firm describes a family-ecosystem approach that addresses ownership, control, management, and benefit rights while coordinating human, cultural, financial, and social capital across the family.²

History

Hefeng’s published materials describe an operating platform supported by branches in major financial centers and offshore jurisdictions. The firm says it coordinates domestic and international specialists across governance, law, tax, finance, trusts, insurance, education, and philanthropy.¹

Leadership

- Xie Lingli, founding partner and chief legal-planning expert - Zhang Jun, founding partner and chief family and enterprise governance expert - Jiang Yan, general manager - Jiang Songcheng, founding partner and chief wealth-management expert - Bao Tingfeng, chief investment officer - Zhang Xiaochu, senior trust-planning expert - Huang Chi, chief tax-planning expert - Liu Yang, partner and deputy general manager²

Jiang Yan’s profile states that she pursued doctoral business administration studies at Peking University and the University of Hong Kong.²

Services

Hefeng’s published service areas include family governance and succession planning, family trust planning and implementation, single-family office construction, family charitable trusts and foundations, family and enterprise ownership reviews, and family enterprise governance.³

Its business pages organize offerings into consulting, asset management, operations, and strategic restructuring. Consulting includes family-office establishment support and global compliance deployment under CRS 2.0.³

The asset-management offering includes private-bank family-office EAM arrangements, multiple investment models, broad allocation across investable assets, and recurring global investment outlook reports.³

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Administration and bill pay

Client Focus

Hefeng focuses on families and family enterprises seeking coordinated support for governance, ownership, wealth management, succession, compliance, investment, and related family needs. Its service model is designed to connect family and enterprise considerations within one coordinated framework.¹

Approach

The firm says it begins with the family’s overall interests, remains independent from service providers, and builds cautious, private, long-term relationships that can span generations.⁴

Regulatory Status

The Hong Kong Securities and Futures Commission’s April 2019 additions notice lists Hefeng Family Office (Hong Kong) Limited, central entity number BNP575, as a licensed corporation for regulated activities types 4 and 9.⁵

FAQs

Related resources

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Sources

1. Hefeng Family Office
2. Hefeng Family Office About Us
3. Hefeng Family Office Services
4. Hefeng Family Office About Us
5. Hong Kong Securities and Futures Commission April 2019 Additions Notice

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.