Asset management
SFC Types 1 / 4 / 9 · wealth creation
Offshore Family Office
SIGMA PERPETUAL FAMILY OFFICE
- Global vision
- Refined service
- Steady stewardship
CREATE · PROTECT · GOVERN
Built on the Group’s licensed platform across asset management, securities advisory, insurance brokerage and trust, Perpetual Family Office serves Chinese HNW families with a global, durable wealth and family-office system.
The foundation of wealth governance is not hiding assets, but keeping assets secure within the rules.
Licensed capabilities
Insurance brokerage
IA-regulated Hong Kong insurance brokerage · wealth protection
Trust
Hong Kong trust licence (Companies Registry) · wealth governance
Solutions
Insurance and trust are the core arrangements through which the family office is delivered.
Insurance planning is a wealth-management service, not product selling. Hong Kong is the core market, with Singapore and US capability and Bermuda as a complement. An illustrative long-term IRR range of 4%–6% is indicative only and subject to policy terms.
- Needs diagnosis
- Market screening
- Proposal design
- Policy execution
- Ongoing service
Partner insurers (selected)
- AIA
- Prudential
- Manulife
- AXA
The point of wealth governance is not giving up control, but making control more orderly.
Four arrangements
- Control rights
- Income rights
- Management rights
- Governance rules