Milestone Family Office Background & Overview Overview

General Information

Milestone Family Office is a multi-family office headquartered in Shanghai. The firm serves the needs of high-net-worth families by providing investment management, estate planning, and succession advisory. Milestone Family Office works with clients to structure portfolios across asset classes, manage intergenerational wealth transfer, and address complex cross-border requirements—supports families in preserving and growing capital across generations while navigating evolving regulatory and economic environments.