A long history of helping our clients

SW is best positioned to assist our clients in preserving their wealth for future generations and beyond

85 year history working with generations of families

SW has assisted thousands of its clients, being individuals and families, to become successfully financially independent

We are always open

We cover 5 timezones, 3 languages and provide continuity of service that manages single family office risk

Throughout the past 85 years, SW has assisted thousands of its clients, being individuals and families, to become successfully financially independent.

SW is best positioned to assist our clients in preserving their wealth for future generations and beyond.

SW grew from a single office operation in Beijing to become one of the largest accounting firms in China in the past 20 years.

Starting in Australia in 1935, the SW Family Office (SWFO) is an established multi-family office, specialised in providing tailor-made family office services for families with US$25M of investable assets or above.

With a long history of working with multiple generations of families, our advisers are located across Asia and have experience in investments, asset allocation, risk management, succession and intergenerational asset transitions.

We have an open architecture approach, ensuring your family’s needs are served by best-in-class advisers from both within our business and external specialists drawn from an international panel of experts. Covering Asset Allocation, Structure, Taxation, Banking, Legal, Migration, and Insurance, we also offer bespoke services required by many families as and when they arise.

We leverage SW’s real relationships and connectivity across our international network to provide integrated global services for our clients. With international headquarters in Hong Kong, SW International member firms provide assurance, business advisory, corporate finance and tax consulting services. Also a member of the Praxity Network Alliance, our combined global footprint and connections span over 110 countries across the USA, Europe, Asia Pacific and Middle East.

We think of Family Office as a symphony

We are the conductor of your orchestra of professionals, both in-house and external, that together provide a symphony of comprehensive services to meet your needs. Our long history of working with multiple generations of families we believe is a result of three key factors:

  • Taking a long-term view on relationships, investments, and planning
  • Forming a “partnership” with the client and service providers all working toward a common outcome
  • Engaging with complementary services and advisers to provide the best advice for the client

Working collaboratively with clients, investment advisers, lawyers, and other service providers we conduct a full-service offering that turns individual musicians into a symphony for you, the client.




Cash flow


Estate Planning


Asset Management



Governance & Process

Working collaboratively with families we develop a framework to guide investments, decisions, management and oversight that provide clarity on goals, philosophies and operations. This establishes an overarching Governance Model that helps guide decisions.

A global approach to investing

The world has never been more connected and investment markets are no exception. Utilising our global network we provide clients with access to products across asset classes, currencies and domiciles that provide flexibility to manage risk, return and to provide access to world class managers irrespective of their location.

Incorporating structure & tax efficiency

In line with our long term approach, we help design and implement structures that are not only efficient today but also consider the multi-generational aspect of family wealth that protect assets and prepare them for family succession.

“With an 85 year history in accounting as the backbone of how we operate, we combine our trustworthiness, reliability, accuracy and accountability with our strong ethical framework and standards to advise clients with a long term multigenerational focus. We leverage SW’s global network across the Asia Pacific and the world to assist our clients in preserving their wealth for future generations and beyond.”
Daniel Minihan, Director


Reporting is the key to managing your family’s wealth over time and generations. However, it is not just about values and rates of return it is about ensuring that you have a clear picture of your risk-adjusted return, the performance of all of your managers and funds and your expected returns and your asset allocation, liquidity and cash flow. We combine all of this together to help you manage your total wealth and ensure you are generating your target returns and not taking excessive risk.

Understanding your risk and return at an investment and portfolio level

Measuring your return and risk over multiple perdiods

Modelling expected returns and probability

Analysing performance across all of your managers and entities

Asset Allocation across providers, asset classes, entities, domiciles and currencies all consolidated into a single view


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Our team

Daniel Minihan


KP Cheng

Hong Kong

Michael Qin


Vicki Lam

Associate Director

David Chu

Head of International Business
Hong Kong/Australia

Tony Chiu

Chief Executive Officer
Hong Kong

Our locations











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Contact us

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SW Accountants & Advisors SW Hong Kong
SW acknowledges and pays respect to the past, present and future Traditional Custodians and Elders of this nation and the continuation of cultural, spiritual and educational practices of Aboriginal and Torres Strait Islander peoples.

Liability limited by a scheme approved under Professional Standards Legislation. SW is an independent firm who are independent members of ShineWing International Limited – member firms in principal cities throughout the world.

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