On 26 March, XinXi Family Office ("XinXi") held the media luncheon at the Dynasty Club in Wan Chai, inviting representatives from more than 10 notable media organizations to discuss the opportunities in Hong Kong amid global changes, as well as the advantages and prospects of the new generation of family offices.

The core management team of XinXi attending the event included Mr. Marcus Wong, Founder and Chairman; Mr. Joel Tan, Founder and CEO; Mr. Robert Wang, Vice Chairman; Mr. Charles Chen, Vice Chairman; Mr. Byron Chen, Tech Investment Advisor; Mr. Morris Yeung, Head of Wealth; and Ms. Lily Pang, Chief Communications Officer. The event was hosted by seasoned senior host Mr. Marty Soo, XinXi’s shareholder.

Founder and Chairman Mr. Marcus Wong has more than 20 years of experience in finance and insurance industry, with a team of more than 9,000 people and a revenue of more than HK$7.4 billion in 2025, and international accolades include winning the "Outstanding Leadership and Talent" award from Forbes China. He is also actively involved in charitable work and has served as the Director of Yan Oi Tong and Yan Chai Hospital for many years. In his welcome speech, he stated: "The original plan for ‘XinXi Family Office' initiative was to establish offices and apply for licenses in Dubai and Singapore in 2026. However, due to geopolitical tensions and the risk of war, family offices and clients are gradually relocating to Hong Kong. As a result, we have now canceled all investment plans outside of Hong Kong. XinXi Family Office is currently concentrating its resources on developing business in Hong Kong, where the city's role as a safe harbor has become increasingly evident. In response to strong demand, 'XinXi Family Office' is preparing to recruit 100 Relationship Managers with experience in banking and asset management in Hong Kong, further supporting the Hong Kong's role as an international financial center and contributing to the goal of establishing Hong Kong as a hub for family offices."

Founder and CEO Mr. Joel Tan is from Singapore. He has over 20 years of private banking and wealth management experience across Singapore, Mainland China and Hong Kong. He shared the topic of "Hong Kong's Opportunities in Change: The Role and Advantages of XinXi Family Office", pointing out that "Hong Kong has three pillars to become a 'safe harbor' and 'value-added engine' of global wealth: the government benefits from the support of the national 15th Five-Year Plan, policy dividends from the Hong Kong SAR government, and market advantages under the reallocation of global capital." He also pointed out that although the HKSAR government has included "experienced professionals in the Islamic market" in its talent list, "we cannot rely solely on foreign talent; we need to establish specialized training programs to allow more non-Muslim investors to participate, in order to achieve greater and more sustainable development."

Mr. Robert Wang, Vice Chairman, shared his personal experience of settling in Hong Kong after nearly 20 years of deep cultivation in the high-end real estate business in North America. He remarked, "I myself am a real-life example of someone setting up a family office in Hong Kong. The clients XinXi Asset Management aims to serve are exactly people like me; the wealth succession issues XinXi seeks to address are precisely the issues I have personally experienced."

Vice Chairman Mr. Charles Chen highlighted the emerging trend of how structural global capital inflows into Hong Kong with a macroeconomic perspective. "Hong Kong's efficient government, stable social atmosphere, ultra-low tax system, and high promotion of family offices are all testaments to its resilience as an international financial centre," he said.

Mr. Byron Chen, Tech Investment Advisor, showcased XinXi's strong tech gene in his investment strategy sharing session. He emphasized that XinXi's greatest strength lies in its exceptional international team with practical experience. This includes approximately 100 tech professionals across Shenzhen, Hong Kong, and Shanghai, along with dozens of investment research personnel, supported by a proprietary intelligent investment engine capable of performing complex calculations and macroeconomic event analysis on demand.

Mr. Morris Yeung, Head of Wealth, pointed out the advantages of Hong Kong's role as a "super connector", saying, "What we need to do this year is to use this diverse team to open up access to Asia: on the one hand, to allow Mainland and local clients to access the growth opportunities of Asian countries through us; On the other hand, it also allows Asian funds to be allocated to high-quality assets in Hong Kong and around the world through us."

The management team summarized this media luncheon as a beginning, stating that XinXi is willing to become a trusted information partner with media friends and to be in close contact to further discuss global wealth management trends and market dynamics in the future.

With its top-notch professional team, leading fintech strength, and deep understanding of family values, XinXi will continue to uphold the concept of "Connecting with Hearts” and is committed to building a wealth inheritance platform that truly understands Asia and family, and ushers in a new golden era with Hong Kong.

About XinXi Family Office

XinXi Family Office is a "Next-Generation Family Office" headquartered in Hong Kong with a global reach. We are dedicated to integrating global expertise, technological innovation, and human-centric values to provide bespoke wealth management, succession planning, and corporate service solutions for high-net-worth individuals and families. We firmly believe that the legacy of wealth lies not only in the transfer of assets but also in the continuation of values and the honoring of trust.