Partner (Global Legal and Tax Information Department)

（I） Company background and history The Hong Kong Family Office Association (hereinafter referred to as "HKAFO") was established in October 2023 under the guidance of the Hong Kong Investment Promotion Agency - Hong Kong Family Office (FAMILY OFFICE HK) responsible team. HKAFO was jointly established by a group of digital experts from financial institutions and different backgrounds who are based in Hong Kong and have long been committed to the sustainable development of new middle-class enterprises and high-net-worth individuals both within and outside China. It is a platform of alliance of industry elites including lawyers, accountants, tax experts, trust experts, private bankers, etc., with an average of nearly 20 years of rich and professional industry experience, which is the cornerstone of HKAFO's ability to provide one-stop family office services. To date, the HKAFO service platform has established a multi-dimensional service system that includes legal and taxation, financial planning, education, inheritance, charity, and ESG. Especially in the field of personal finance, it provides top-notch private banking exclusive services, risk management, family wealth planning information, tax planning, and high-end health care services. It meets the business needs of a growing number of global family office principals and service providers. HKAFO is committed to providing our clients with a one-stop, all-inclusive, and high-quality family office service. We deeply understand each client's personalized needs and tailor our family wealth planning information, risk management, and tax planning solutions accordingly. We cleverly integrate top resources from finance, law, taxation, and education, providing our clients with a seamless one-stop service experience. In this process, we not only focus on customer satisfaction but also emphasize corporate social responsibility and sustainable development, striving to promote stable family wealth growth while actively contributing to society's overall well-being and long-term development. （Three) Company philosophy HKAFO develops around the membership system, and is committed to attracting more family office related persons and professionals with different backgrounds to join HKAFO, actively sharing market insights and business operation experiences in Hong Kong, and gaining the latest trends and insights on global family wealth inheritance, family business development and governance. Through exchange and cooperation with members at home and abroad, we can deeply link and explore Hong Kong's local and international diversified resources, truly provide high-efficiency exchange and collaborative development opportunities for members, and let more members find solutions to family problems on the HKAFO platform.