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1. Parties: Identifies and defines all family members who are party to the agreement, including their full legal names, addresses, and relationships to each other
2. Background: Sets out the context and circumstances leading to the family arrangement, including relevant family history, existing arrangements, and the purpose of the agreement
3. Definitions and Interpretation: Defines key terms used throughout the agreement and establishes rules for interpreting the document
4. Family Assets: Details the collective family assets covered by the arrangement, including properties, businesses, investments, and other valuable items
5. Distribution of Assets: Specifies how family assets are to be distributed, managed, or shared among family members
6. Management Structure: Outlines how decisions regarding family assets will be made and who has authority over different aspects
7. Rights and Obligations: Details the specific rights and responsibilities of each family member under the arrangement
8. Dispute Resolution: Establishes procedures for resolving any disagreements that may arise between family members
9. Duration and Review: Specifies how long the arrangement will last and when/how it will be reviewed
10. Governing Law and Jurisdiction: Confirms that Hong Kong law governs the agreement and specifies jurisdiction for any legal proceedings
11. Execution: Contains signature blocks and execution formalities for all parties
1. Business Succession: Required when the arrangement includes family business transition plans or succession arrangements
2. Overseas Assets: Needed when the family has significant assets located outside Hong Kong
3. Education and Maintenance: Important when the arrangement includes provisions for education funding or maintenance of family members
4. Medical Care: Required when arrangements include provisions for medical care or support of elderly/ill family members
5. Tax Planning: Needed when the arrangement has significant tax implications that need to be addressed
6. Intellectual Property Rights: Required when family assets include patents, trademarks, or other intellectual property
7. Confidentiality: Important when privacy concerns are significant or when business interests are involved
8. Marriage and Divorce Provisions: Needed when the arrangement needs to address impact of future marriages or divorces
9. Amendment Procedure: Required for complex arrangements that may need future modifications
1. Schedule of Assets: Detailed listing of all family assets covered by the arrangement, including values and ownership details
2. Property Schedule: Specific details of real estate properties, including addresses, titles, and current market values
3. Business Interests Schedule: Details of family business holdings, including ownership structures and valuations
4. Distribution Timeline: Timeline for implementation of asset distributions or transfers
5. Family Member Roles: Detailed description of roles and responsibilities assigned to family members
6. Financial Obligations: Schedule of financial commitments, including maintenance payments or education funding
7. Decision Making Procedures: Detailed procedures for different types of family decisions
8. Contact Details: Current contact information for all family members and key advisors
Legal Services
Private Wealth Management
Family Office Services
Real Estate
Professional Services
Trust and Fiduciary Services
Private Banking
Estate Planning
Business Succession Planning
Asset Management
Legal
Private Client Services
Wealth Management
Trust Services
Estate Planning
Family Office
Corporate Advisory
Succession Planning
Compliance
Property Management
Private Client Lawyer
Family Office Manager
Wealth Manager
Trust Officer
Estate Planning Attorney
Family Business Advisor
Corporate Lawyer
Succession Planning Specialist
Family Governance Consultant
Private Banking Relationship Manager
Legal Counsel
Compliance Officer
Family Asset Manager
Property Manager
Business Succession Advisor
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