ESTABLISHED IN HONG KONG WITH AN ASIAN FOCUS AND GLOBAL VISION
BIPPO® Advisory Group is a boutique, independent multi-family office with over a decade of experience helping Chinese HNW families navigate the complexities of family wealth safeguarding and succession globally.
Privately held and managed by seasoned professionals, BIPPO is free from external financial control and direct capital market pressures. Hence, we can focus on our clients’ needs and objectives.
We are committed to aligning the long-term interests of our clients, shareholders, and team. This enables us to foster a foundation of trust that transcends economic cycles and generations. With our skills and independence, we develop highly customised strategies that reflect each family’s values and vision, providing seamless execution of the strategy.
Our elite Greater China team possesses an innate understanding of Chinese culture as well as trilingual proficiency in Cantonese, Mandarin, and English. Each of the core team members has extensive 10 to 20 years of work experience in major international related businesses. They are also equipped with prestigious credentials, including the CTP, CFA, CPA, CTA, CFP and CS, among others.
BIPPO’s professional service values are strengthened by the importance we place on communication and long-term partnerships. The firm serves as a “gatekeeper” of family wealth.
Mission and Vision
Future-oriented, Wealth for happiness
BIPPO upholds an objective and independent professional stance, integrating multi-dimensional services including offshore trusts, legal, tax and financial structuring, corporate services, family governance, and legacy planning.
With a forward-looking perspective, we provide families with cross-generational, highly customised wealth management and risk solutions. Guided by independence and a long-term perspective, we help families build a lasting legacy of prosperity and well-being.
Bridging
溝通
Transcending borders,
Uniting cultures,
Hearing needs
Integrity
誠信
Serving wholeheartedly,
Working faithfully,
Honouring every commitment
Professional
專業
Meeting global benchmarks,
Accessing expert resources,
Engaging certified professionals
Pragmatic
務實
Crafting tailored plans,
Adapting with flexibility,
Ensuring tangible results
Offshore
離岸
Engaging the Mainland,
Based in Hong Kong,
Reaching the world
The Milstone
- Discreet & Independence
Privately held, professionally driven, and remain steadfast in its commitment to a boutique and independent path
“Three No’s” principle— NO pursuit of public listing, NO acceptance of financial investors, and NO distribution commissions from wealth management service.
- Buy-side Perspective
Free from external capital pressures, long-termism rooted in alignment of interests, client-focus
We apply the Manager-of-Managers (MOM) model. Our team partners with external professionals to create value together.
We help our clients achieve their financial goals, as well as to preserve their wealth over generations, whilst receiving invaluable non-financial support.
- Professional Integrity
Core team members bring 10 to 20 years of professional experience in diversified areas, including accounting, law, trusts, compliance and wealth management
- Integrated Expertise
Integrate expertise across disciplines, spanning family trusts, tax and legal structuring, corporate advisory, family governance, and succession planning — ensuring cohesive design and seamless execution
- Cultural Resonance
A Hong Kong–Mainland team deeply attuned to Chinese family dynamics and international business practices
Deliver bespoke solutions grounded in a profound understanding of clients’ needs and values with a strong emotional intelligence
- Governance and Management Skills
Proprietary family office internal control framework — benchmarked against global assurance standards and independently attested under ISAE 3402.
Multiple licensed services, regulated by multiple authorities, for clients’ greater peace of mind.
- Strategic Thinking
Both the business model and the incentive mechanism are designed to ensure lasting alignment of interests among clients, shareholders, and the team.
- Sustainable Development
Actively contributes to the community, embraces corporate responsibility, and pursues multidimensional sustainable development across its people, business and society.
Recognised under the Hong Kong Government’s HKQAA ESG Connect Programme.