Focus on the future, Commit to the present.

Dynasty Holdings provides family office services through its subsidiary “Dynasty Family Office” (DFO) , catering specifically to high-net-worth clients.

DFO is a one-stop specialist for financial needs, ranging from asset management, insurance, estate planning to tax planning. We specialise in wealth creation and protection, not only managing investments but also helping you plan for the future, including tax and wealth inheritance. Our goal is to meet your financial goals, providing them with personalised solutions, and be your long term partner in wealth appreciation.

Family Wealth Management

DFO’s Private Family Office houses experienced financial planners (CFPCM) to help you develop personal and family financial plans which aims to achieve greater financial security. First, we assess your financial situation, from Wealth Structuring to Financial Planning, then we determine whether your existing plans meet your goals, Finally, we provide a complete solution covering wealth structuring, tax and legal advice.

Family Asset Management

DFO’s family office service has selected Hong Kong as its asset management headquarters, integrating high-quality international resources to provide the best asset management services for Chinese high-net-worth families who wish to achieve the preservation and appreciation of family wealth. For China’s high-net-worth individuals, Hong Kong’s advantages are clear:

  • Stability of Currency
  • Offshore finance centre, Hong Kong has become the world’s largest private wealth centre
  • Strict laws and regulatory environment
  • Not subject to foreign exchange control, free flow of funds
  • Reasonable tax planning, boasting one of the lowest tax rates for highly developed cities.

Dynasty Family Office provides an independent asset management model. We manage and supervise your assets with full discretion. We provide essential services tailored for families and businesses to achieve wealth preservation, and at the same time reduce costs through global asset allocation and comprehensive unified management, reducing risk and increase portfolio investment returns. Professional Chartered Financial Analysts (CFA) and investment experts provide professional and effective support to the private family office service team, together with investment strategists and research analysts as backend support. In order to meet customers’ appropriate risk tolerance and income goals, we tailor each portfolios to grasp global opportunities.

Trust and enterprise solutions

DFO’s trust services can help you sustain your wealth and implement your wealth planning vision. Our professional asset manager ensures the smooth transfer of your property between generations, providing your heirs with sound financial security. Through DFO’s comprehensive inheritance planning services, we create lasting family wealth with diligence. From asset allocation to tax optimisation, our discreet and considerate services ensure that your legacy is properly protected, preserved and passed on according to your wishes. ​ Additionally, leveraging our expertise in M&A to ignite growth, we provide a full range of customised proposals from consulting services to due diligence to ensure that your business goals are being fulfilled, maximising tax efficiency. Through professional consultation and in-depth analysis, we create customized strategies that are consistent with your business goals and actively seek various preferential measures.