Tsuji & Hongo Family Office Launches New Advisory Services
Tsuji & Hongo Family Office Co., Ltd. has officially announced the launch of its new service, the
Family Office Advisory Services, starting from July 15, 2026. This new offering, a result of their recent licensing in investment advisory, aims to support wealth optimization for affluent families and corporate owners.
Mission of the New Service
The
Family Office Advisory Services goes beyond mere investment guidance and tax succession by focusing on the comprehensive optimization of family assets. With its mission of achieving “optimal results for family assets and sustained prosperity,” the service offers a holistic approach to advisory, ensuring enduring growth for families through various perspectives.
Acting as an external advisor, the service provides an overarching view that encompasses customers' assets, management, and family dynamics, utilizing the three-circle model. This enables a well-rounded strategic outlook that helps families succeed across generations while remaining a trusted partner throughout the process.
Background of the Service
As one of Japan’s largest corporations in this field with over 80 locations and more than 20,000 advisory clients, Tsuji & Hongo has been receiving requests from many wealthy individuals and corporations. These requests highlighted issues such as the inefficiency of dispersed management across multiple financial institutions and advisors, as well as demands for neutral investment advice that transcends tax frameworks.
To address these complex challenges, Tsuji & Hongo has leveraged its extensive expertise in tax and succession planning, combining it with new investment advisory capabilities. This integrated approach results in the
Family Office Advisory Services, which aims to provide comprehensive support for family asset optimization, exceeding the limits of traditional tax consultancy.
Service Plans Available
To cater to varying client needs, the firm has designed two tailored plans:
1. Wealth Management Plan (Asset Management)
- - A thorough analysis of the family's current situation and suggestions for an optimal portfolio.
- - Assistance in identifying and introducing financial institutions, including accompanying meetings.
- - Guidance on asset allocation along with detailed design proposals.
- - Support for decision-making related to asset management.
- - Ongoing follow-ups and maintenance.
2. Family Office Plan (Asset Management + Tax/Succession)
This plan includes everything in the Wealth Management Plan, plus:
- - Strategies and suggestions for building and regularly reviewing asset succession schemes.
- - Comprehensive calculations for inheritance tax and simulations for estate division and tax payments.
- - Prevention of asset dissipation and ensuring adherence to family philosophies and guidelines.
- - Proposals and support for next-generation asset management (e.g., utilizing the inheritance tax system).
- - Support for carrying out stock and real estate gifts.
The firm’s ultimate goal is to become a true partner for families by realizing the mission of optimizing their wealth. They plan to deepen collaborations with both domestic and international financial institutions and specialist networks, further enhancing their multi-faceted family office services.
Comments from the CEO
Takuji Matsushima, CEO of Tsuji & Hongo Family Office Co., Ltd., commented on the launch, stating: “Our close collaboration with Tsuji & Hongo Tax Corporation, experts in taxation and succession, equips us to offer an extensive system that encompasses everything from tax to asset management. The recent acquisition of our investment advisory license marks a significant milestone, allowing us to provide fully integrated support. We aspire to be a companion for families, guiding them to thrive across generations by offering a comprehensive perspective on ‘assets,’ ‘management,’ and ‘family.’”
Corporate Overview
- - Tsuji & Hongo Tax Corporation
Headquarters: 4-1-6 Shinjuku, Shinjuku-ku, Tokyo, JR Shinjuku Miraina Tower 28th Floor.
CEO: Koeko Kuwaki
Business: Tax and accounting services, management consulting, etc.
- - Tsuji & Hongo Family Office Co., Ltd.
Headquarters: 2-2-1 Yaesu, Chuo-ku, Tokyo, Tokyo Midtown Yaesu, Yaesu Central Tower 32nd Floor.
CEO: Takuji Matsushima
Business: Family office services, investment advisory, etc.
Investment advisory license: Kanto Finance Bureau No. 3512
Affiliation: Japan Investment Advisors Association.
Important Notice (Disclaimer)
The investment advisory services provided will be carried out by Tsuji & Hongo Family Office Co., Ltd. under the Kanto Finance Bureau No. 3512. This includes tax advisory services, which will be rendered directly through contractual agreements with Tsuji & Hongo Tax Corporation. Clients are advised that a specific investment advisory fee is applicable when using these services. Ultimately, investment decisions lie with the client and involve risks, such as loss, without any guarantees from the principal.
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