Hong Kong
Taiwan
VietnamBackground
Mr Tseng, from Taipei, is a second-generation family business owner. He wanted Hong Kong as the base for managing the family’s wealth.
Main concern
He worried the investment rules would limit his asset allocation.
Our approach
We confirmed his net assets had met the threshold for the six months before applying, allocated HKD 27 million to shares, bonds and funds, and HKD 3 million to the CIES Investment Portfolio.
Process and outcome
He passed the net asset assessment, received residence and set up the family’s asset structure at the same time.
Adviser’s comment
CIES can be planned together with family wealth planning.
CIES application process
- Asset assessment (2–4 weeks): We review your proof of net assets and investment plan.
- Net asset assessment (Several months): Submit the application and pass the net asset assessment.
- Make the investments (Within the required period): Complete the permissible investments as required.
- Residence (After approval): Receive your visa and extend when the conditions are met.
Is this right for you?
Every family’s background and timeline is different. To find out whether a similar plan could work for you, book a free consultation with Global Immigrate.
Based on a real client’s experience; names and some details have been changed for privacy.
Learn more: Hong Kong New Capital Investment Entrant Scheme (CIES)