Family office services

BDO Family Office is committed to assist high net worth individuals and their businesses to achieve their objectives by offering a wide range of tailor-made private client consultancy services.

Our Family Office Services include:

Company secretarial services
Accounting, financial reporting and treasury services
Managed payroll and human resources administration and advisory services
Commercial and banking documentation services

Key Contact

FRANK LAM

Director of Assurance Services and Leader of Family Office

Frank Lam is the Director of Assurance Services and Leader of Family Office of the firm.

Frank has over 25 years of audit experience with listed and initial public offering (IPO) clients operating in a variety of industries including manufacturing, retail business, property development, real estate agency, biotechnology, natural resources, media and entertainment, infrastructure and IT industries. He worked for large international accounting firms and had financial management experience in commercial sector.

Frank has wide-ranging experience on both Hong Kong and Mainland China auditing and accounting standards, and tax regulations as well as provision of financial and family office services to high net worth individuals and entrepreneurs. He also has extensive exposure on IPO and pre-IPO as well as merger & acquisition exercises in Hong Kong, Mainland China, Southeast Asia, Europe and United States of America.

Frank is a frequent event and course speaker of IPO and accounting and family office services topics and actively serves in professional body organisations.

Current and past professional/public appointments

Council Member of the Hong Kong Institute of Certified Public Accountants (HKICPA)
Member of Branding and Communication Committee of the HKICPA
Member of Registration Committee of the HKICPA
Member of Small and Medium Practices Committee of the HKICPA
Member of Financial Monitoring Committee, Reading Dreams Charity Fund (Hunan Province Education)
Former Member of Auditing and Assurance Standards Committee of the HKICPA
Past President of Institute of Accountants Exchange

Qualifications and professional affiliations

Fellow of the Hong Kong Institute of Certified Public Accountants (Practising)

LEO LI

Principal of Family Office

Leo Li is a principal of family office services.

With more than 20 years' advisory experience, Leo has provided a full range of advisory services for many multinational corporates and high net worth individuals including tax advisory, cross border shareholding structure and business process design, customs and foreign exchange management in Mainland China. He also has extensive experience on providing tax advisory such as due diligence reviews on cross border mergers and acquisitions and overseas IPO projects.

In recent years, Leo focuses on providing family office advisory services to high net worth individuals in Mainland China and Hong Kong. With extensive working experience, familiarity of business environment and taxation system in both Mainland China and Hong Kong and broad practical experience on cross border taxation, Leo provides family wealth succession planning and assists in the implementation of all plans.

Qualifications and professional affiliations

Fellow of the Hong Kong Taxation Institute
Certified Tax Adviser in Hong Kong