Topaz and Eze Family Office

Overview

Topaz Family Office Limited serves ultra-high-net-worth families with holistic family-office services and solutions. The broader Topaz business includes brokerage, investment advisory, asset management and family-office work.

Leadership

The management team lists Elaine Zhang as co-founder of Topaz & Eze, Kwok as head of investment advisory, Lee Chi-Hang as co-managing director, and Elvis Li as an independent international tax adviser.

Services

Topaz’s family-office services cover family asset management, governance structures, wealth inheritance, family trusts and funds, charity strategy, tax and legal advice, member-affairs support and privacy arrangements.

The firm also provides financial planning, family strategy, family governance, professional consultation, wills and trusts advice, tax guidance, and support for establishing charity funds.

Its family-planning work can include asset allocation, risk management, tax arrangements, trust setup, investment opportunities, mergers and acquisitions, business expansion, succession planning, resource introductions and talent training.

Topaz’s listed investment services include global securities brokerage, funds, discretionary investment management, external asset management, private-bank account support and Hong Kong investment-services support.

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Family governance and education
• Risk and insurance

Client Focus

Topaz highlights education-investment projects for Hong Kong-listed corporate clients, involving early-childhood and international education institutions in Singapore, with planned expansion into Australia.

The firm also describes high-tech equity projects that help institutional investors invest in local and overseas technology companies, including artificial-intelligence businesses.

Approach

Topaz presents its approach as combining an institutional-investor perspective with professional-investor insight. The firm says it seeks risk-adjusted returns while positioning its work from the client’s perspective.

FAQs

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• Similar firmsALPS
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  Profiles of ALPS, ASPIRE Multi-Family Office Limited and BIPPO Advisory Group (HK) Limited give readers additional firms to review on this site. Comparing their stated services, locations and client focus with Topaz Family Office's Hong Kong offerings can help clarify which conversations to pursue about investment, planning and family governance.

Sources

1. Topaz Family Office, About Us
2. Topaz Family Office, Management Team
3. Topaz Family Office, Family Office Services
4. Topaz Family Office, Products
5. Topaz Family Office, Homepage

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.