Establish the facts
We create a consistent account of the people, entities, documents, institutions and decisions relevant to one defined change event.
Private Family IntelligenceHong KongStart a conversationFor European family offices and professional institutions
When the advice is clear,
but the family side is not.
PFI is an independent Hong Kong coordination practice supporting Chinese-speaking families through significant cross-border change.
The family-side coordination layer
We do not add another opinion.
We make existing advice easier to act on.
Prepare the decisions
We separate confirmed facts from assumptions and clarify which decisions belong to the family and which questions require professional advice.
Coordinate the parties
We help the family and its advisers work from the same information, with clear responsibilities, requested documents and next actions.
Maintain follow-through
We record what was decided, what remains unresolved, who owns each action and what result must be obtained.
Where an engagement may begin
One material change.
A clearly defined mandate.
The first engagement focuses on one live family matter. It is fixed in scope, time-bound and non-exclusive. The family or institution retains all work produced.
01Relocation across jurisdictions
02Succession and generational transition
03Establishment or review of overseas structures
04Changes of trustee, bank or professional adviser
05A business sale affecting the wider family
06Conflicting information across existing arrangements
Clear boundaries from the outset
Complementary roles.
No competition for the client.
PFI does not replace the family office, trustee, lawyer, tax adviser or investment professional. We support the family-side work required for their advice to move forward.
Professional advice and regulated responsibility
- Legal, tax, fiduciary and investment advice
- Regulated services and professional conclusions
- European structures, documentation and implementation
- The institution’s existing client relationship
Family-side clarity and coordination
- A consistent family-side statement of facts
- Chinese-language clarification and decision preparation
- Coordination across family members and institutions
- Actions, responsibilities, documents and follow-through
Founder and Principal
Zita Huang
Before establishing PFI, Zita worked in the international trust sector, supporting Chinese-speaking families in conversations concerning offshore trusts, family governance and cross-border succession.
Her experience revealed a recurring gap: families may engage capable professional advisers, yet no single party maintains a complete family-side view of the facts, decisions and institutional responsibilities. PFI was created to address that coordination gap.
Professional boundary
Independent coordination,
not regulated advice.
PFI does not provide legal, tax, investment, immigration or fiduciary advice, does not manage or receive client assets, and does not introduce financial products. Matters requiring regulated or jurisdiction-specific conclusions remain with the relevant qualified professional.
A practical first step
Begin with one suitable family matter.
If the professional advice is sound but family-side facts, decisions or follow-through remain unresolved, we welcome a confidential introductory conversation.
CONFIDENTIAL INSTITUTIONAL ENQUIRIESZita HuangFounder & Principal · PFIzita@wealthsolution.tech
Please do not include client names, asset values or sensitive documents in an initial email.