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Chengdu · Shenzhen · Hong Kong · Family Office

Coordinating business operations and wealth arrangements for owners and families

Hengxin Family Office serves business owners, high-net-worth families and growth companies with family protection planning, wealth succession advisory, business management consulting and cross-border resource coordination. By clarifying how business operations, family assets and cross-border needs relate, and weighing each client's goals, time horizon, cash-flow arrangements and risk tolerance, we help clients shape clear, executable plans.

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Mainland: Sichuan Hengxin Huanyu Enterprise Management Co., Ltd. · Offshore: Hong Kong Hengxin Family Office Limited

100+ Partner financial institutions at home and abroad
30+ Professional team
10+yrs Working with insurance groups

What we do

Family matters and company money belong in the same view

Advisers reviewing a plan line by line

A business owner's assets usually span the company, the family and both sides of the border: the business cares about operations and governance, the family about succession and asset protection, and children's education and identity call for long-term planning. Spread these across separate firms and the plans rarely join up.

Hengxin brings insurance, trusts, enterprise management and cross-border coordination into one team. Diagnose first, then configure, then follow up for the long term — so complex cross-border arrangements land as plans you can understand, compare and execute.

  1. 01

    Insurance planning advisory →

    Large life, savings and cross-border medical insurance

    First get family responsibilities, asset structure and cash flow clear, then discuss cover and currency. Large policies, premium financing and policy loans are looked at together — never a single policy sold in isolation.
  2. 02

    Family trust advisory →

    Asset isolation · succession · tax structuring

    Around Hong Kong common law and the capabilities of our partner trust platform, we advise on trust accounts that can hold policies, securities, property and other assets for isolation, succession and privacy.
  3. 03

    Enterprise management consulting →

    Governance · capital operations

    Sichuan Hengxin Huanyu's core capability: governance and capital-operation advisory.
  4. 04

    Cross-border resource coordination →

    Offshore allocation · identity planning · medical & education

    Offshore allocation, identity planning, Hong Kong accounts, overseas property, plus premium medical and study-abroad resources — coordinated by one team.

How we work together

From the first conversation to a plan in your hands

It doesn't end once a product is sold — from diagnosis and structuring to long-term follow-up and succession, we run the full cycle.

  1. 01

    Needs diagnosis

    We start with the responsibilities, asset structure and long-term goals of the business and family, getting the real questions clear.

  2. 02

    Tailored planning

    Combining insurance, trusts, funds and corporate arrangements to fit the need — no single-product pitching.

  3. 03

    Execution

    Account opening onshore and offshore, structure setup and process coordination — delivered step by step.

  4. 04

    Ongoing follow-up

    Tracking key metrics and adjusting the allocation as markets and the family change, over the long term.

  5. 05

    Succession planning

    Writing asset isolation, intergenerational succession and governance into an executable long-term structure.

Why Hengxin

A flat, professional team that understands cross-border

01

At home locally, connected to international capital

Long rooted in the Chengdu and Shenzhen mainland markets while connected to capital, trust and insurance platforms in Hong Kong and overseas, so cross-border matters are settled in one place.

02

Needs reach the decision-makers directly

The team is flat: a dedicated team handles you end to end, requests don't travel up layer by layer, and decisions and responses come faster.

03

Core team from leading institutions

Core members come from leading domestic financial institutions, hold CFA, CPA and legal qualifications, and have run live deals across markets and sectors.

04

Compliance comes first

Trusts rest on Hong Kong's common-law framework, and cross-border arrangements start from the compliance boundary — compliance first in every design.

Partner ecosystem

Behind one team sits a network of institutions

Many resources are out of reach for an individual. Hengxin works with the institutions below over the long term and brings them into one plan.

Hong Kong Central and the harbour seen from Victoria Peak

Brand & entities

One brand, two entities, coordinated business platforms

Hong Kong's Central skyline and Victoria Harbour

Insights

A few questions we hear a lot

View all insights →

Frequently asked questions

The questions clients ask us most

Start with a conversation

Tell us your situation — we'll help you sort it out first

Whether it's family succession, business operations or cross-border allocation, we start by understanding the need — then discuss whether and how to act. Leave your details or simply call us.

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Phone (Hong Kong) +852 8403 0241 · Phone (Mainland) +86 138 8091 2294 · [email protected]