PressLogic’s BusinessFocus Co-Hosts Successful "Next-Gen Wealth Management and Family Office Leaders Luncheon"

At PressLogic, we believe in the power of connection, innovation, and data-driven insights. We are thrilled to announce that the Next-Gen Wealth Management and Family Office Leaders Luncheon, proudly hosted by our premier business and finance media brand, BusinessFocus, alongside co-host Family Office Foundation (SFOHK) and our esteemed Chief Title Sponsor, DBS Private Bank, concluded with resounding success.

Attracting over 70 distinguished family office leaders, wealth management experts, and tech venture pioneers, the exclusive gathering served as a platform to discuss sustainable wealth structures, integrating Artificial Intelligence (AI), and navigating the rapidly changing global economic landscape.

Digital Transformation and the "Web4" Vision 

Setting the tone for the event, Ryan Cheung, Founder and CEO of PressLogic, shared our decade-long journey of deeply integrating data and AI to disrupt traditional media. Looking ahead, Ryan introduced the "Web4" vision, signaling PressLogic's strategic shift to serve the next-generation internet ecosystem. He highlighted the critical synergy between media data and family offices, urging attendees to seize the opportunities presented by global capital shifts to co-create "The Next-Gen Family Office Thought Leadership."

Core Family Governance: The Irreplaceable Human Touch 

Philip Chan, Head of Wealth Planning, Family Office & Insurance Solutions at DBS Bank HK, delivered a profound analysis on AI's role in governance. While AI excels in market analysis and compliance, Philip emphasized that the core of family inheritance—strategic thinking, cultural legacy, and philanthropy—requires an irreplaceable human touch. He also addressed the common dilemma of choosing between Hong Kong and Singapore, advising that a dual-platform approach offers better risk diversification. Furthermore, Philip showcased how DBS's 51-year legacy in trust services and its "One Bank" approach provide robust, long-term support for family offices globally.

Macro Asset Allocation: Liquidity and Compliance in a High-Rate Environment 

The first panel, masterfully moderated by SFOHK's Ivana Wong, tackled post-pandemic asset allocation. Henry Hau (Infinity FO / SFOHK) noted the rising demand for "liquidity" and clear exit strategies. Cliff Ip (Wings Securities) highlighted the highly customizable nature of private markets, particularly Private Credit. Meanwhile, Philip Yu issued a timely reminder on the tightening of global tax regulations, advising families to leverage Hong Kong's stable policies to build traditional, solid trust and corporate structures.

Tech-Driven Future: AI and Web3 as Investment Co-Pilots 

The second panel, skillfully moderated by Lilian Ho of NextNova, focused on technological empowerment. Johnson Cheng (Voyager AI) introduced "Private AI" solutions to standardize investment flows and enhance due diligence. Carman Chan (Click Ventures) advised families to create a "Risk Pocket" for the next generation to experiment with disruptive ideas. On the digital asset front, Hermione He (PrecisionEdge Capital) and Cheryl Yang (Eternal Capital) observed the shift from crypto circles to institutional dominance, recommending entry via ETFs or LP models while leveraging blockchain’s unalterable transparency for real-time risk monitoring.

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This luncheon cemented a clear industry consensus: Technology is a powerful tool, but successful wealth inheritance is ultimately built on professional compliance frameworks, long-term family values, and progressive partnerships.

As we wrap up such a monumental event, our journey doesn't stop here. Driven by PressLogic’s DNA of relentless innovation, BusinessFocus will further explore every possibility. We are committed to pushing the boundaries of financial media, uncovering new tech-driven trends, and delivering unparalleled value to the family office ecosystem.