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
Wealth Planning
Trust Administration
Trust Fund Management
Private Administration
Trust Fund Management
When addressing clients’ trust asset management needs, BIPPO adheres to its “Three No’s” principle — NO pursuit of public listing, NO acceptance of financial investors, and NO distribution commissions from wealth management service.
Through the “Manager of Managers” (MOM) model, BIPPO collaborates with external professional asset management teams to deliver tailored investment solutions, thereby minimising potential conflicts of interest and ensuring the utmost alignment with clients’ interests.
- Selected External Investment Manager Platform
BIPPO cultivates a network of leading global investment institutions, providing an exclusive platform for its family trust clients.
Acting as a collaborative bridge between clients’ investment committees, trustees, and external managers, BIPPO ensures effective coordination and transparent execution. Operating under an open-architecture approach, it negotiates favourable terms, secures bespoke opportunities, and drives projects forward efficiently — always with clients’ interests at the forefront.
- Account Stewardship
For clients’ trust asset portfolios, BIPPO conducts dynamic, full life-cycle management and monitoring. Through regular communication, clients receive timely updates on the performance and allocation of trust investments. BIPPO also assists in the selection, due diligence, monitoring, and evaluation of institutional investment managers.
Recognising that clients differ in their desired level of investment participation, BIPPO offers customised service solutions to suit each client’s unique needs and preferences.
Discretionary Mandate
Ideal for Clients Who:
- Prefer to reduce time and effort devoted to investment management
- Value privacy and confidentiality
- Wish to minimise compliance-related administrative burdens
Under a fully discretionary mandate, BIPPO Family Office acts on behalf of clients to manage and oversee all aspects of asset allocation and investment, taking a proactive role in identifying and securing suitable investment platforms and resources.
- “Manager of Managers” (MOM) Service
- Discreet & Private, Effortless & Efficient
Retained Investment Power
Ideal for Clients Who:
- Have the interest, expertise, time, and experience to participate in investment decisions
- Prefer specific asset management platforms
- Favour particular investment managers
Clients retain investment decision-making power, while BIPPO collaborates closely to support asset management and investment execution.
- Investment Freedom
- A tripartite collaboration among the client, the trust, and asset management platforms.
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。