樂山咨詢集團 BIPPO Advisory Group

BIPPO is a Hong Kong-based boutique multi-family office dedicated to serving the global Chinese community. Our ethos is rooted in a client-first, people-centric philosophy.

Combining professionalism, independence, and agility, BIPPO empowers Chinese HNW families to achieve sustainable family wealth preservation and long-term legacy planning across generations.

Our Services

Trust Administration

Centered on its bespoke approach, BIPPO provides highly customized family trust structuring and professional management services.

The group’s trust company is among the first in Hong Kong to be licensed as a Trust or Company Service Provider (TCSP) – Trust Service and an early member of the Hong Kong Trustees’ Association (HKTA).

With deep familiarity with Chinese family governance culture, BIPPO translates clients’ intentions into clear and executable trust strategies, serving as a reliable bridge between families and professional advisers.

BIPPO offers a wide range of private trust solutions, supported by efficient implementation and dedicated long-term administration.

Depending on each client’s specific needs and desired level of involvement, BIPPO can assume various roles within the trust structure and provide long-term services, including:

  • As Trustee
    Establishes the trust and holds trust assets
  • As Protector
    Oversees trust administration
  • As Administrator
    Manages and maintains a Private Trust Company (PTC) structure

BIPPO provides a range of service models and solutions tailored to each client’s preferred level of involvement in trust management.

DISCRETIONARY

BIPPO manages client assets and investments on a discretionary basis. Operating under a proactive mandate, BIPPO identifies, selects, and provides dedicated investment platforms and resources.

RETAIN POWER

Clients retain investment rights; BIPPO provides supporting asset management and investment services.
Trust Solutions

Fully Customized Family Trusts

Comprehensive Solutions for Complex Wealth Management Needs

Specialized Family Trusts

Semi-standardized trust solutions — such as insurance trusts and immigration trusts — designed for specific needs and capable of swift implementation.

Private Trust Company

Diversified asset management, capable of accommodating operating and business assets.

客戶可通過樂山的「信託需求診斷」對自己的信託需求進行快速梳理,初步了解自己所需的信託服務。

Cart

购物车里没有产品

X