Connecting Asian Capital to U.S. Investments: Inside a Boutique Cross-Border Family Office Advisory Firm

0:03I would like to thank Single Family Office Summit. This has been my fourth time I think on the stage And three years ago, thank you, Richard, for your support, I was still with the single family office that I was working with. And today on this stage, I have a different identity because now I'm actually running my own family office advisory firm. We just started a year ago, and now we have onboarded three families, all from Asia. And we're doing great. So we are boutique family office advisory that we built the bridge and we help to connect Asian capital with investments in U.S. So we are we actually because from the background that I was was 11 years in total with two single family offices.

0:59I've been involved in industries like oil and gas, media, sports and health care. So right now, there's three clients that actually we have. One is from oil and gas, and the other is renewable. And the third one is actually retail tech. So we have their mandates that we help them to allocate and give advice, but not the ultimate decision-making. They have to do it by themselves and connect them with meaningful investment projects. And also, we are actually helping with ensuring two of the family's business in the U.S. So that's a lot on the plate. But also, we run next-generation mentorship program because some of our clients, our prospective clients, they have their kids studying here and working here between the age of 20 to 35.

1:57so we actually run the program and we help for looking helping them to look for internship opportunities in finance industries and also we get them together to discuss topics like family wealth stewardship you know business environment in u.s all the way to succession but i don't think that is what they're looking for because when we got together in fact two nights ago we just had a a very intimate dinner. So we just want to create a safe space for them to discuss their concerns and meet with people of their kind. So for investments, we are right now, the last month, we have mandates from Hong Kong Family Office on allocation of entropic and space acts.

2:50I actually don't blame them because it has been very intense. And, you know, honestly speaking, We don't like this kind of last minute, a lot of back and forth. I usually go to bed at 1 a.m. because we have to accommodate. But then when I look at investments, we often reflect on three levels. First is the level of trust because we do a lot of cross-border. We do a lot of not only translation but also interpretation. So when the news travels that far, usually Asian families do not like downside risk. So when there are a lot of people that approach us, say, hey, do you want to do private credit?

3:35Would you like to get into some private deals? I say, I'm sorry, because the principal, they are back there in Asia. They will never understand what we're doing here. So better just stick with secondary market or big brands like Anthropik or SpaceX. And then the second part, I would think because of the geopolitical environment we are right now in, and also, although most of the assets are still allocating U.S. dollars, however, there is actually a big elephant in this room that we're not discussing. It's actually the debt problem. And that actually poses a risk of depression or coming, the weakening of the U.S.

4:18dollars in the long term. And so now we're seeing a lot of diversification, not only in currencies, but actually across different regions. And some of you, if you're interested in what's happening back in Asia, let me tell you, the Chinese government, end of last year, has just pushed$140 billion into venture capitals. And most of these companies, their exit will actually be with the Hong Kong Stock Exchange. So that's one hint that we're giving you. Thank you. Join the Family Office Club by visiting familyoffices.com. We look forward to seeing you at our next live event.

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