Client Services
Preserving
Legacies
Generational Wealth
Family Office
Our Niche
Family Office Advisory
We introduce high-net-worth individuals to institutions who can help structure wealth management.
Real Estate Fund Portfolio
We introduce attractive real estate markets, and package as portfolio funds to wealth managers.
Trading Firm
25 years experience derivatives traders, private credit, IPO and strategic advisory in direct deal funding.
Opulence 80B Real Estate Fund 2025
Dubai
Luxury Holdings
Hong Kong
Global Financial Hub
Singapore
Commercial Development
Family Office China
Passionate About Markets.
We understand the significance of preserving wealth over generations which is why we implement integrated solutions aimed at safeguarding assets against economic fluctuations or unforeseen challenges. Through careful planning tax optimization and diversified investments we create resilient structures that adapt to changing circumstances thereby securing your family's financial health well into the future.
We Move Markets
Our beliefs:
This is the philosophy we abide by on a regular basis that distinguishes our private equity firm as opulence in our industry.
"Delight the client and you long forget the price - but you always remember the great experience."
Clients demand the finest property portfolio in preserving wealth for generations to come.
Energy-Private-Equity Family Office is pleased to announce the launch of The Opulence Real Estate Fund for 2025, a licensed franchise fund owned separately and whole by our peer group and not our firm. This fund is designed as a premier investment vehicle to connect high-caliber properties with affluent investors in Asia.
The Opulence Real Estate Fund is distinguished as the first and finest of its kind for the smart investor who demands the opulence in portfolio returns.
Unparalleled support throughout the investment lifecycle. Our comprehensive suite of services encompasses:
* On-site Due Diligence: Our team conducts thorough assessments of each property portfolio, ensuring the highest quality offerings.
* Competitive Advantage Analysis: We leverage our extensive market expertise to identify unique selling propositions for each developer's portfolio.
* Investor Targeting: We utilize our deep understanding of Asian hedge funds, private equity firms, and family offices to connect developers with the most relevant investors.
* Relationship Building: Through our established network of private equity firms and a retainer model, we facilitate the development of strong connections with key decision-makers actively seeking investment opportunities.
We are a team of experienced professionals in our Family Office and Private Credit market who have built a solid reputation by carefully analyzing and selecting opportunistic properties. Of the numerous real estate projects we analyze, a very small percentage are selected to present. Our firm is your strategic partner across the entire investment life cycle from acquisition to on-going project management, and disposition. We have a 25-year history with a global reputation as a leading firm in the financial trading markets.
Asset types that our investors want include residential, multi-family, hospitality, industrial, land, and mixed-use developments located in luxury high growth markets across the UAE and other global locations. This real estate mix offers our investors further diversification within their investment portfolio. Our targeted investment returns are as follows:
+15% IRR Development Projects
+10% (annual) Cash Flow Projects
+1.9x Multiple
3-9 Year Investment Horizon
We look forward to meeting with you.
Growing & Sustaining Wealth
Our Name - Stands for energizing global markets from real estate to industrials.
Our Unique Proposition - Protecting legacies and providing generational wealth opportunities in the luxury real estate market globally.
Strong Investments
25 years of trading global markets and discovering new trends.
We introduce clients to opportunities - while expanding operations smarter without the need to use regular banking methods. Better terms, better opportunities.
Global Strength
Our global footprint starting in Asia allows our Family Office to make unique introductions with partners who want strong sustainable relationships with direct deal private equity.
Passionate Team
The bottom line is not always the most important factor in building relationships. Our team understands passion can be contagious when someone loves what they do.
About Us
Energy-Private-Equity Family Office is a strategic advisory firm headquartered in Hong Kong for family office formation services to clients as EPE Business Advisory Family Office and Business Consulting that takes a thoughtful, measured approach to identifying and executing on high-potential investment opportunities.
While we may not seek the spotlight, our team leverages deep industry expertise and a disciplined investment process to generate substantial value for our developers portfolio ventures and investors.
We position luxury real estate portfolios - introduce to our colleagues within our industry of hedge funds, private equity and family offices.
Our niche offerings include private credit, equity raises, IPOs, strategic expansion, and derivatives trading and hedging.
Our unique business model is inverted from the typical private equity approach called - Direct Deals. We have already identified attractive investment opportunities and connected with companies seeking capital.
We deploy capital more quickly and efficiently than traditional long-term equity investing, which can expose investors to market volatility. Our passion is finding differentiated, sustainable investment opportunities to grow global wealth.
Get to know us and discover new opportunities.
Our Founder & Managing Partner
Mr. Hamilton
Our Services
Niche
Family Office Formation - Luxury Real Estate Portfolio
Hong Kong Family Office Formation
In recent years, Hong Kong has emerged as a prime destination for family offices, reflecting a significant shift in wealth management dynamics. The city's robust financial infrastructure, favorable tax regime, and proximity to mainland China have attracted numerous ultra-high-net-worth individuals seeking investment opportunities in Asia. Additionally, Hong Kong’s reputation as a global financial hub offers access to diverse markets and expertise. As geopolitical stability remains a concern in other regions, many families are relocating their offices to Hong Kong, fostering innovation and collaboration. This trend is expected to continue, solidifying the city’s status as a preferred base for family wealth management.
Derivatives Trading Experts
Our derivatives trading desk concentrates within the US SPX Index. With 25 Years of experience and brilliant trading minds, our firm daily finds investments that bring strong opportunities in growing and sustaining wealth.
Private Credit Placement
Energy-Private-Equity primary fundraising group through brokering deals provides global alternative asset fundraising for the lower and middle-market investment firms. We focus on private equity, credit, venture and niche strategies. Since founded, we’ve founded a unique niche called direct deals where the typical PE firm raises capital first from investors and then goes out into the market place looking for those companies that might fit their needs - in a direct deal, we build relationships with amazing companies first - then advise our network of investors true and transparent fact we have discovered. This is a fresh breath of air for institutional and private investors because they know up-front if it fits their portfolio and allows them to put money to work much faster then a typical PE deal.
Our general partner clients range from talented emerging managers, to brand-name institutions typically looking to raise between $150M and $40B. We only strive to achieve the highest quality work for our clients across all aspects of the fundraising process - while advising on pre-marketing strategy; fund terms benchmarked against the current market; effective market messaging, including coaching; the drafting of all fundraising and marketing materials (PPMs, DDQs and more).
Fundraising for Direct Investments
Talking with many institution and large private investors, we learned they were excited to work with a PE firm like ours that has built a dedicated team focused on private equity fundraising for direct investments. Putting money to work quicker instead of sitting in an account just paying fees to a typical PE firm.
We want to advise both independent and funded private equity sponsors, as well as family offices and management teams the opportunities that are out there in a specific field their portfolio desires.
We are a boutique office with focus primarily on proprietary transactions in the lower middle market with more than $10M of EBITDA, but we have in many instances discovered amazing opportunities with smaller operations that have the ability to grow much higher.
Strategic Advisory
Since 2015, we have had a deep understanding of private markets, and daily interactions in both equities and derivatives markets with industry players of every type, Energy Private Equity Family Office has expertise and a strong work ethic that is powered by Autistic brilliant minds, all used to formulate strategic plans suited to clients’ needs in a constantly changing marketplace. You will find that we can offer you precise solutions most do not consider or have the ability to comprehend because most individuals can't or don't possess the unique data process we can comprehend.
Energy Private Equity Strategic Advisory practice offers different types of services below:
Mergers & Acquisitions, GP stakes and GP financing solutions: We offer minority or majority strategic partnerships at the level of the equity or debt of the management companies to what best suits their needs.
Our firm can provide a comprehensive analysis of your PE organization - while feeding an action plan to implement the proper, and LP-attractive, strategic options in order to effectively maximize alpha and streamline every step of the process.
We Move Markets
December 18th., 2024
by Robert Shouse
Kho Family Establishes Family Office
In December 2024, Hong Kong continued to solidify its status as a leading hub for family offices, highlighted by significant developments in the sector. Here are the key events that shaped the family office landscape in the region during this month:
On December 10, the Kho family from the Philippines announced the establishment of their family office in Hong Kong, named The Kho Group (TKG). This move underscores Hong Kong's appeal as a prime location for family offices, driven by supportive government measures aimed at fostering the sector's growth. Jason Fong, the Global Head of Family Office at InvestHK, welcomed the Kho family's decision, emphasizing that it reflects Hong Kong's pivotal role in the global financial ecosystem and is expected to attract further international capital inflows.
James Fok, Executive Vice President of TKG, expressed confidence in Hong Kong's status as a leading international financial center. The family office aims to integrate resources and foster collaborations with other family offices, thereby driving business growth and innovation.
Growth of Family Offices
A report by Deloitte highlighted the rapid growth of family offices globally, predicting that they will surpass hedge funds in asset management. The number of single-family offices is expected to increase significantly, with projections indicating that they will manage over $5.4 trillion in assets by 2030. This trend is particularly pronounced in Asia-Pacific, where family offices are anticipated to grow from 2,290 in 2019 to 3,200 by 2030, fueled by new wealth from the technology and entrepreneurial sectors.
Centaline Wealth Management's Expansion
In a strategic move to enhance its family office offerings, Centaline Wealth Management, a subsidiary of one of Hong Kong's largest property agencies, announced a partnership with China Asset Management (Hong Kong). This collaboration aims to introduce a range of wealth management products, including fixed-income and exchange-traded funds, amidst a challenging real estate market. This partnership marks ChinaAMC's first collaboration with a family office in Hong Kong, indicating a growing interest in wealth management solutions tailored for family offices.
Our Conclusion
December 2024 was a pivotal month for family offices in Hong Kong, marked by the establishment of new offices and strategic partnerships aimed at enhancing wealth management capabilities. As the sector continues to evolve, Hong Kong remains a key player in the global family office landscape.
December 12th., 2024
by Robert Shouse
Family Offices in 2024: Navigating a Complex Landscape
The family office industry, a cornerstone of wealth management for ultra-high-net-worth individuals, is undergoing a period of significant transformation in 2024. As economic uncertainties persist, geopolitical tensions rise, and technological advancements accelerate, family offices are adapting to a complex and ever-evolving landscape. This article delves into the key trends, challenges, and opportunities shaping the industry in 2024.
Key Trends Shaping the Family Office Industry in 2024
Increased Focus on Impact Investing: Family offices are increasingly prioritizing impact investing, seeking to generate both financial returns and positive social and environmental impact. This trend is driven by a growing desire among wealthy families to align their investments with their values and contribute to a more sustainable future. Impact investing strategies span a wide range of sectors, including renewable energy, healthcare, education, and social entrepreneurship.
Digital Transformation and Technological Adoption: The adoption of technology continues to revolutionize the family office industry. Artificial intelligence (AI), machine learning, and data analytics are being leveraged to enhance investment decision-making, risk management, and portfolio optimization. Furthermore, blockchain technology offers new opportunities for secure and transparent transactions, as well as tokenization of assets.
Rise of Multi-Family Offices: Multi-family offices (MFOs) are gaining popularity as they provide economies of scale and access to a wider range of investment opportunities. By pooling resources and expertise, MFOs can offer sophisticated investment solutions and comprehensive wealth management services to multiple families.
Global Expansion and Cross-Border Investments: As globalization continues, family offices are expanding their geographic footprint and diversifying their investment portfolios across borders. This trend is driven by the pursuit of higher returns, risk mitigation, and access to emerging markets. However, navigating complex regulatory environments and geopolitical risks presents significant challenges.
Succession Planning and Intergenerational Wealth Transfer: Succession planning remains a critical issue for family offices, as wealth is transferred across generations. Effective succession planning involves not only financial considerations but also the alignment of family values, philanthropic goals, and governance structures.
Challenges Facing Family Offices in 2024
Economic Uncertainty and Market Volatility: Economic uncertainties, including inflation, interest rate fluctuations, and geopolitical tensions, create significant challenges for family offices. Navigating these volatile markets requires robust risk management strategies and a long-term investment horizon.
Regulatory Complexity: The increasing complexity of regulatory frameworks, both domestically and internationally, adds to the challenges faced by family offices. Compliance with tax regulations, securities laws, and anti-money laundering regulations is essential to avoid legal and reputational risks.
Talent Acquisition and Retention: Attracting and retaining top talent is a critical challenge for family offices. As the industry becomes more competitive, family offices must offer competitive compensation packages, opportunities for professional development, and a strong company culture to attract and retain skilled professionals.
Cybersecurity Threats: Cybersecurity threats pose a significant risk to family offices, as they hold sensitive financial and personal information. Implementing robust cybersecurity measures, such as strong passwords, firewalls, and encryption, is essential to protect against cyberattacks.
Opportunities for Family Offices in 2024
Private Equity and Venture Capital: Private equity and venture capital offer attractive investment opportunities for family offices seeking higher returns. By investing in promising companies with high growth potential, family offices can generate significant returns.
Real Estate: Real estate continues to be a popular asset class for family offices, offering diversification, income generation, and long-term appreciation. Investing in commercial real estate, residential real estate, and real estate investment trusts (REITs) can provide stable returns and hedge against inflation.
Alternative Investments: Alternative investments, such as hedge funds, commodities, and private debt, can offer diversification and higher returns than traditional asset classes. However, these investments often involve higher risk and require specialized expertise.
Philanthropy and Impact Investing: Philanthropy and impact investing allow family offices to make a positive impact on society while achieving financial goals. By strategically allocating capital to charitable causes and impact-driven investments, family offices can create a lasting legacy.
Our Conclusion
The family office industry in 2024 is characterized by a dynamic and complex landscape. By embracing emerging trends, mitigating risks, and seizing opportunities, family offices can navigate these challenges and secure their long-term financial success. As the industry continues to evolve, adaptability, innovation, and a long-term perspective will be crucial for family offices to thrive in the years to come.
It is with great enthusiasm that we announce EPE Advisory's upcoming relocation to new and expanded office facilities here in Hong Kong.
Over the coming months, we will be transitioning our team and resources to open a new location, to accommodate our future growth plans. Rest assured that throughout this process, our commitment to delivering exceptional advisory services will remain unwavering.
Thank you for your continued trust and partnership. We are excited about this next chapter to further strengthen our collaborative efforts and introduce what financial opportunities Hong Kong can offer to our partners.
Sincerely,
Dedication, Experience, Passion, and Drive is what sets us apart.
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