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Partnering with you and your family
With multiple decades of experience in providing bespoke financial and investing solutions to countless families, our experts are perfectly positioned to facilitate your UHNW family office requirements – regardless of the depth of their complexity.
No matter what stage of the family office process you’re currently at, we’ll give you the tools and guidance necessary to make your vision a reality.
Creating a UHNW private office
As with any wider investing plan, establishing any UHNW family office comes with its own specific set of hurdles and obstacles that will be unique to you and your family’s current business demands and situation.
From challenges relating to cross-generational wealth structuring to important decisions around fulfilling your philanthropic goals, it’s always beneficial to have an expert at your side to streamline the process and support you through the more complex steps involved in establishing a brand new family office.
Whether you’re simply considering a UHNW private office to begin with as a move to begin professionalising your wealth, or you’ve already begun the process, our expert team is ready to help you design a family office that suits you and your family’s financial needs.
Our UHNW family office support services
In order to provide you and your family with the flexibility you’ll need to fully finance your new UHNW private office, we offer all of our clients access to the following core service areas:
Wealth planning, structuring, and advisory services
The journey towards accomplishing your family’s financial ambitions can be a deeply personal one. Which is why we provide UHNW wealth management and planning assistance to those who need it to ensure you can fully realise your wealth goals.
Our family wealth management team will work with you to understand your core financial objectives, which in turn will enable us to structure your assets properly to maximise returns and facilitate the optimum approach to managing your wealth portfolio.
Institutional-quality advisory services
Our selection of international platforms and local experts enables us to provide you with an institutional-style approach to risk management, all of which is underpinned by industry-leading technology that is top-of-the-line.
Bespoke financing and credit solutions
Our UHNW private banking capabilities include everything from Lombard lending and real estate financing to investing in art or purchasing private jets. Our dedicated credit specialists can even structure tailored credit solutions, such as lending against concentrated equity positions, to meet any bespoke financing needs you may have.
Alternative investment opportunities
We’re able to seamlessly facilitate client access to alternative investments for greater flexibility in potential investment options, including all of the following:
Our range of products and services is also continuously adapted, ensuring each solution is perfectly suited to your exact investing needs.
And with multiple vintages and capital raises running throughout the year across primary investments, secondary investments, and co-investment areas, this is one of our key UHNW wealth management opportunities that you won’t want to skip.
Access expertise from across the world
With our global heritage and extensive expertise in managing substantial levels of wealth, our dedicated and bespoke services are crafted to exceed the expectations of all our UHNW clients.
Through our Commercial Banking, Asset Management, and Global Banking & Markets teams, our UHNW clients get direct access to a range of investment opportunities and expertise beyond what can typically be achieved through traditional private banking.
Shape your family’s wealth
We’ve been working with families and family businesses for generations, helping them to shape what their tomorrow looks like. Whether you want to set up a professional family office, create a family governance framework, or explore sophisticated and tailored succession plans for your company, we can partner with you to provide bespoke solutions. We also help families clarify their succession wealth priorities, ensuring the smooth transition of assets and values across generations.
Universal banking from across the HSBC Group
Our well-established capabilities allow us to provide global access and solutions to fulfil all manner of UHNW Family Office needs, from its initial establishment, right through to its future management, growth, and preservation.
Connect your wealth globally
Our universal banking model grants our clients access to over 60 markets through our Private, Commercial, and Global Markets Banking teams. Wherever you are or whatever you’re interested in, borders won’t hold you back.
Access to emerging markets
Our long-standing presence in Asia, alongside our strong networks in Europe, the Middle East, and the Americas, ensures we can always speak your language, putting our team of global experts in the unique position of being able to provide access to investing opportunities no matter where you’re based in the world.
Educating the next generation
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As part of our UHNW wealth management services, we offer annual flagship retreats for 25-35-year-old family members. Here, we provide a stimulating programme that covers everything from financial education and investment themes to family governance and philanthropy.
Hosted in different locations around the world and attended by only select individuals, these events are uniquely positioned to provide the next generation with the opportunity to speak freely and learn from others in a private and discreet environment to further their own business and financial knowledge.
These narratives are also set to inspire those stepping into the arena of family-run enterprises, equipping them with the tools needed to seamlessly blend tradition with new visions.
Why not speak to your Relationship Manager to find out more about having yourself or other family members attend future programmes?
News and insights
Are you looking to expand your knowledge around key investing areas? See what our experts have to say on other core topics below:
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Family Governance
Learn more about the ins and outs of family governance and what you can be doing to plan for your financial future.
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Succession Planning
Learn more about the often-complex process of succession so that you can be confident your family business will be left in capable hands.
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Selling your business
Learn more about what you need to know about selling your business for a seamless transition to new ownership.