On November 30,2025, under a clear sky and with a gentle breeze, the 3rd International Family Office Summit Forum and Wealth Management Professional Competition, organized by the Greater Bay Area Hong Kong and Macao Talent Association, was grandly held at the University of Hong Kong. Experts, scholars, industry leaders, and young talents from China, Hong Kong, Macao, and international finance, insurance, and family office fields gathered to share in this grand event.
Opening Ceremony: A Grand Gathering of Experts Unveils the Wisdom Summit.
At 9:30 AM, the event commenced with a solemn yet vibrant opening ceremony. Mr.Wen Jiaming, the chief guest of the conference and founding president of the Greater Bay Area Hong Kong and Macao Talent Association, delivered a welcome address, warmly welcoming guests from across the globe and highlighting the summit's profound significance in advancing the family office industry.
Subsequently, Professor Liu Xiumei (Deputy Director of the Statistical and Actuarial Learning Science Data Laboratory at the University of Hong Kong) and Dr. Su Zexun (Chair of the Conference) delivered speeches, highlighting the importance of collaboration among China, Hong Kong, and Macao in leveraging global resources. They expressed hope that such high-level platforms would inspire more innovative thinking on wealth management and family succession.
Industry Insights: AI, Big Data, and Web3 Redefining the Landscape.
At the event's opening, Professor Liu Xiumei delivered a keynote speech titled "AI and Big Data Analytics for Finance and Insurance Markets," providing an in-depth analysis of how artificial intelligence and big data analytics are reshaping the fundamental logic of the financial and insurance sectors.
Next, Professor Peng Qian (Associate Professor of Business Practice at the Department of Finance, Hong Kong University of Science and Technology, and Co-Director of the Master of Science in Family Offices and Family Enterprises program) presented a talk titled "Beyond Wealth Management: The Social Impact of Single Family Offices," exploring how the century-old spirit of family enterprises can integrate with modern family offices in terms of social responsibility and sustainable development.
In the afternoon, Professor Chen Jiahao (Vice President of the Asia Family Office Foundation) delivered an engaging lecture titled "Digital Hong Kong Dollar and Tokenized Assets: Hong Kong-Driven Web3 Revolution – How Family Offices Can Participate?" He provided a deep dive into cutting-edge concepts like stablecoins, RWA (Real-World Asset Tokenization), and digital assets, while offering practitioners strategic guidance for navigating the Web3 era.
Round Table Discussion: The Way of Inheritance, Compliance First
The day's highlights were two high-quality roundtable forums:' The Path of Inheritance 'and' Compliance First'.
The first round of roundtable discussions featured Dr. Kwong Ka-kei, Mr.Yuen Tak-wai, Professor Ho Wah-chun, and Mr.Shen Wei-chuan, who engaged in an in-depth dialogue on "Core Challenges and Solutions in Family Legacy."
The second round focused on "Compliance and Legal Boundaries in Family Wealth Inheritance," with Mr.Yang Xuechao, Attorney Guan Ting, Ms.Lam Po-yee, and Dr. Li Zhicheng sharing practical insights and forward-looking recommendations.
Youth Power: The Wealth Management Competition Ignites the Future.
As a key event of the summit, the Wealth Management Speech Contest attracted over 600 entries. After rigorous selection, eight outstanding contestants from mainland China, Hong Kong, and Macau advanced to the University of Hong Kong finals, where they competed fiercely.
The jury panel featured eight distinguished experts, including Ms.Guan Ting, China Director of EY Global Family Office; Dr. Su Zexun, Conference Chair; Mr.Yang Xuechao, Chairman of Amber Global Financial Group; and Ms.Lin Baoyi, President of the Asian Family Office Association.
In the end, Ms.Guan Ruxin, a Cambridge University master's graduate from Macao, China, won the championship with her outstanding performance, while the other two Macao contestants also ranked in the top three, fully demonstrating the professional competence and international vision of Macao's youth in the field of wealth management.
Looking ahead: As the fourth summit concludes in Singapore
Dr. So Zexun, the conference chair, delivered a closing address and officially announced that the 4th International Family Office Summit Forum and Wealth Management Competition will be held in Singapore in June 2026. He extended a warm invitation to global industry professionals to reunite and collaboratively chart a new course for family wealth management.
Impact of the Event: Building a Cross-Border Bridge to Shape the Industry's Future.
This summit transcended being merely a gathering of ideas—it became a profound dialogue that bridged geographical, institutional, and cultural divides. By uniting stakeholders from government, academia, industry, and research, the event successfully established an international, professional, and forward-looking exchange platform, significantly advancing the standardization, digitalization, and globalization of the family office industry.
The summit has provided actionable strategies for professionals in critical areas like AI-powered finance, Web3 asset allocation, and intergenerational wealth succession, while also creating a platform for young talents to showcase their expertise. Its influence has transcended the event itself, evolving into one of the most iconic annual gatherings in Asia-Pacific family wealth management.
Going forward, with the fourth summit taking place in Singapore, this platform will further expand its global reach, continuing to drive the family office industry into a new era of greater openness, intelligence, and sustainability.
