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High Net Worth Individual and Family Office Tax Service

High Net Worth Individual and Family Office Tax Service
Bespoke tax strategies for global wealth management and succession

In an increasingly complex global tax landscape, high-net-worth individuals, families, and family offices must navigate a web of cross-border regulations, reporting requirements, and evolving tax frameworks. Whether managing diverse international investments, transferring intergenerational wealth, or maintaining compliance across multiple jurisdictions, sophisticated tax planning is essential to preserving and growing wealth.

CityLinkers offers discreet, tailored tax advisory and compliance services designed specifically for high-net-worth individuals and family offices. Our experienced professionals provide holistic support across personal and corporate structures, ensuring alignment with global tax regulations while optimising tax efficiency. We advise on cross-border tax planning, trust and estate structuring, residency and domicile considerations, and succession planning—all with a strong emphasis on confidentiality, regulatory compliance, and long-term legacy preservation.

With CityLinkers as your trusted advisor, you gain clarity, control, and peace of mind—knowing your wealth is protected and positioned to benefit future generations.

How CityLinkers tax services can assist you

Tailored solutions for international wealth and tax management

At CityLinkers, our dedicated tax advisory team brings together Big Four expertise with deep local and international knowledge to support high-net-worth individuals and family offices in navigating complex tax environments. We deliver bespoke tax strategies that optimise wealth preservation, enhance global tax efficiency, and mitigate compliance risks across multiple jurisdictions. Whether you are managing international investments, preparing for succession, or relocating across borders, our solutions are designed to align with your unique financial goals while ensuring full adherence to evolving tax regulations.

Personalised tax planning

CityLinkers delivers personalised tax planning solutions that are carefully tailored to each client’s financial goals, lifestyle needs, and long-term wealth strategy. We create customised tax plans that legally minimise tax exposure while aligning with personal and family wealth objectives. Our cross-border wealth advisory services provide strategic guidance on international investments, estate and will planning, and asset transfers—ensuring full compliance with global tax regulations. Additionally, we help clients leverage double tax treaties, exemptions, and preferential tax regimes to enhance after-tax wealth and preserve value across generations.

Family office tax advisory

CityLinkers provides comprehensive tax advisory services tailored to the unique needs of family offices managing complex, multi-generational wealth. We ensure full-spectrum tax compliance, covering income tax, capital gains tax, estate duties, and international reporting obligations across jurisdictions. Our team advises on structuring investments through tax-efficient vehicles such as holding companies, family trusts, and charitable foundations—balancing tax optimisation with long-term governance and legacy goals. We also support intergenerational wealth transfer planning, helping families implement sustainable succession strategies that protect assets, minimise tax burdens, and preserve wealth across generations.

International Tax Compliance

CityLinkers offers specialised advisory services to help high-net-worth individuals and family offices navigate the complexities of global tax compliance. We provide expert guidance on key international frameworks, including the Common Reporting Standard (CRS), FATCA, BEPS, and other evolving cross-border tax regulations. Our team ensures that your multi-jurisdictional asset holdings and investment structures remain fully compliant with both local and international tax laws, reducing risk and exposure. In addition, we advise on implementing robust anti-money laundering (AML) and know-your-client (KYC) procedures to support transparency and regulatory integrity, safeguarding your reputation while ensuring full adherence to global compliance standards.

Asset protection & structural optimisation

CityLinkers provides strategic guidance on safeguarding wealth through tax-efficient and compliant structures tailored to individual and family needs. We assist in establishing trusts, offshore entities, and holding companies that protect assets, enhance flexibility, and support long-term wealth preservation. Our advisory extends to portfolio design, helping clients achieve optimal diversification and risk management while maintaining tax efficiency. Additionally, we offer expert tax planning for mergers, acquisitions, and asset restructuring—including family business transitions and significant asset sales—ensuring minimal tax impact and maximum value retention throughout the process.

Will & succession planning

CityLinkers offers comprehensive estate and succession planning services to help individuals and families secure the smooth, tax-efficient transfer of wealth across generations. We work closely with clients to draft wills and implement succession strategies that protect assets, minimise tax exposure, and honour long-term legacy goals. Our estate and gift tax advisory services are designed to navigate the complexities of local and international tax laws, ensuring liabilities are minimised and family wealth is preserved. Beyond immediate planning, we support the development of long-term family office strategies—establishing governance frameworks that reflect your family’s values, promote cohesion, and guide decision-making for future generations.

Why choose CityLinkers for your high-net-worth individual & family office tax services

Big four expertise

At CityLinkers, our senior tax professionals bring over two decades of experience, including leadership roles at Big Four accounting firms. With deep expertise in both Hong Kong and international tax regimes, we provide clients with sophisticated, technically sound advice that reflects the highest standards of global tax planning. Our team’s knowledge spans jurisdictions, regulatory frameworks, and wealth structuring strategies—ensuring your tax planning is not only compliant, but also optimised for long-term value and protection.

Local strength with global reach

CityLinkers combines in-depth knowledge of Hong Kong’s tax system with a strong command of international tax regulations to deliver fully compliant, globally aligned solutions. Our team is adept at managing cross-border complexities and multi-jurisdictional tax obligations, ensuring your wealth structures and investment strategies are optimised for both local efficiency and global consistency. Whether you're navigating regional regulations or international reporting standards, we provide the clarity and coordination needed to manage global wealth with confidence.

Customised and confidential

At CityLinkers, we understand that no two families or wealth structures are the same. That’s why we offer fully bespoke tax advisory services tailored to your specific financial goals, asset profile, and succession planning needs. Our personalised approach ensures every solution is practical and aligned with your long-term objectives. Equally important, we operate with the highest standards of discretionsafeguarding your privacy through strict confidentiality protocols and secure information handling at every stage of our engagement.

Compliance with confidence

CityLinkers ensures all tax strategies and wealth structures are fully compliant with evolving global regulations, including anti-money laundering (AML) standards, know-your-client (KYC) requirements, and international tax reporting frameworks such as CRS and FATCA. We take a proactive approach to regulatory alignment, helping you navigate complex obligations with clarity and precision. With CityLinkers, you can manage your wealth confidently—knowing your structures meet the highest standards of legal and ethical compliance.

A long-term partnership

At CityLinkers, we view every client relationship as a long-term partnership. Our commitment goes beyond annual filings and compliance—we work alongside you to navigate the complexities of the global tax landscape as your needs evolve over time. Whether planning for future generations, adapting to regulatory changes, or restructuring wealth, we provide consistent, forward-looking guidance. Our goal is to help you build and preserve a lasting legacy with confidence, clarity, and care.

Turning tax challenges into strategic wealth opportunities

In today’s complex regulatory environment, high-net-worth individuals and family offices face increasing pressure to remain compliant while optimising financial strategies. At CityLinkers, we go beyond routine tax management—specialising in transforming sophisticated tax challenges into opportunities for long-term wealth preservation, growth, and succession. Our expert team works closely with you to develop tailored, forward-looking strategies that address your unique needs and objectives. Whether managing global assets, planning for intergenerational wealth transfer, or enhancing tax efficiency, we help you turn compliance into a powerful foundation for financial security and legacy building.

Partner with CityLinkers to Achieve Your Wealth Management Goals

Whether you are managing a family office, overseeing a multi-generational wealth transition, or planning cross-border investments, CityLinkers offers the expertise, discretion, and foresight needed to navigate today’s complex global financial landscape. Our bespoke tax advisory services are designed to help you preserve wealth, ensure regulatory compliance, and build a lasting legacy with confidence.

If you would like to explore how CityLinkers can support your family office or private wealth planning needs, please contact us. We welcome the opportunity to be your trusted partner in achieving long-term financial security and success.