Jadeite Family Office

Overview

Jadeite Family Office describes itself as a boutique multi-family office serving high-net-worth individuals and families globally. The firm provides financial modelling, tax reviews, acquisition support, opportunity sourcing, portfolio diversification, risk assessment, education planning, and philanthropy services. It also says its international professional network provides access to more than 1000 financial products and services.¹

Jadeite emphasizes close contact with families, attention to family dynamics, long-term strategic planning, and coordination with lawyers, trustees, accountants, and banks. Its stated guiding values are transparency, proactivity, empathy, and sustainability.¹

History

Jadeite Family Office Limited appears in Hong Kong Companies Registry records as incorporated on 2 March 2022.²

Leadership

Dr. Ricky Lee is Jadeite’s founder and director. The team page also lists Jessica Chim and Roy Lam as directors, with Johnny Tang serving as head of the Australia office.³

The firm says Dr. Ricky Lee has more than 20 years of financial-planning experience. He also authored the guide 《一瑄談家辦》.⁴

Services

Jadeite lists asset allocation, alternative investments, immigration, tax advisory and estate planning, family trusts, education planning, risk management, and philanthropy among its services.¹

Its asset-allocation work covers private equity, private funds, mass-market funds, pre-IPO stock, structured products, house and land projects, and superannuation or MPF.¹

The firm’s immigration platform supports investment, skilled, freelancer, family-reunion, and travel visas. Jadeite also presents real-estate investment and financial-loan opportunities across Australia, the United States, the United Kingdom, Ireland, Japan, Singapore, Hong Kong, and other countries.¹

What the firm offers

• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Risk and insurance
• Private and alternative investments
• Cross-border planning

Client Focus

Jadeite works with high-net-worth individuals and families internationally. Its service model is designed for families seeking coordinated advice across investments, tax, estate planning, education, immigration, risk management, and philanthropic activities.¹

Approach

Jadeite presents its approach as relationship-led and family-centered. The firm combines boutique attention with coordination among a family’s external professional advisers, while emphasizing transparency, proactive work, empathy, sustainability, and long-term planning.¹

FAQs

Related resources

• LocationMultifamily offices in Hong Kong

  This directory provides a starting point for comparing multi-family offices serving Hong Kong families and business owners. It can help readers place Jadeite Family Office's services, including tax planning, estate planning, investment access, and cross-border planning, alongside other firms in the same regional market.

• Network siteOffshoreTrusts.com

  OffshoreTrusts.com offers background on international trusts, fiduciary arrangements, and cross-border asset planning. Readers considering a Hong Kong multi-family office can use these guides to frame questions about estate structures, succession, tax considerations, and assets held across multiple jurisdictions.

• GuideMFO vs SFO vs virtual family office

  This comparison explains how multi-family offices differ from single-family offices and virtual family offices. It can help a family or business owner assess which operating model fits their needs for investment access, family strategy, trust services, and cross-border coordination.

• GuideThe annual MFO review

  The annual MFO review gives readers a recurring reference point for reviewing the multi-family office sector. It may help families assess changing priorities, service categories, and regional considerations before discussing tax, estate, investment, insurance, or philanthropic needs with a prospective adviser.

• Similar firmsASPIRE Multi-Family Office Limited
  BIPPO Advisory Group (HK) Limited
  Raffles Family Office

  Profiles of ASPIRE Multi-Family Office Limited, BIPPO Advisory Group (HK) Limited, and Raffles Family Office offer additional Hong Kong examples to review. Comparing their stated services and client focus with Jadeite Family Office's scope can help a reader prepare focused questions before making contact.

Sources

1. Jadeite Family Office, Home
2. Hong Kong Companies Registry, Newly Incorporated Companies
3. Jadeite Family Office, Our Team
4. Jadeite Family Office, 《一瑄談家辦》

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.