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家族辦公室金融科技協會

5大跨領域突破

1. 突破跨行業、核心人力資源的不足,導致無法達成預期效果,信息流通的阻礙。

2. 開牌理論:將工作變得輕鬆愉快,從而提高處理效率。

3. 最低成本:透過信息對稱調控來促成交易。

4. 平台管理與分工:善用數字科技和人工智能,簡化管理流程。

5. 去中心化突破對機構的信任危機:資源分配不再依賴傳統權威。

最少的內部組織: 你的專家團隊

- 簡化的團隊結構

- 自動化管理系統

- 數字平台支援

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Founding Expert Team

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Dr Colin Lee

Founder of a family office, manager of a family fund, investor in hotel and real estate development, founder of financial technology, blockchain industry analyst, organizer of the Ethereum Asian community, and founder of the Blockchain Industry Analysts Association.
He holds a Ph.D. in Philosophy from Shanghai University of Finance and Economics and a Ph.D. in Financial Management from European University, an Executive Certificate in Digital Transformation from Cambridge University, a Bachelor of Laws, and is a member of the Wealth Management Certification and British Computer Society.

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Dr Frederick Wong

With 15 years of experience in information technology and 18 years of experience in financial asset management, he is also the first generation of Internet and web HTML1.0 application programmers in Hong Kong. He continues to provide executive certificate management courses for the Chinese University of Hong Kong and the Hong Kong Institute of Vocational Management, including e-commerce, digital marketing, investment portfolio management, financial technology, blockchain and innovative entrepreneurs. He is the chief initiator of courses. In recent years, he has focused on private equity funds and new economy project investment allocation.

Frederick is currently a principal responsible person of a licensed institution of the Hong Kong Securities and Futures Commission. His main regulated activities include licenses 1, 4, and 9. He is mainly responsible for asset management and fund business. He is also actively involved in private equity and family offices, pre-transactions of projects, mid-term management and capital matching.

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Peter Wong

Founder of AI digital brand licensing platform, whose company has just been included in the recent batch of key incubation projects of Hong Kong Science Park. He started investing in the blockchain market in 2019, providing consulting services for blockchain solutions, Web3 event planning, system development and digital asset compliance solutions.

it also coordinates the management of the Innovation and Technology Fund projects:

CEO Valley Innovation Alliance

最可信的版圖:

- 清晰的市場定位
- 穩定的客戶基礎
- 強大的合作網絡

企業家的合夥人

(數字轉型):

- 數位化管理工具
- 數據分析技術
- 數字營銷策略

有力官方加持:

- 政府或行業機構的支持
- 相關法規的遵循

背書基金:

- 資金支持
- 風險投資
- 產品開發資源

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4個重點產品發展方向 :

國際金融顧問

企業併購顧問

環球家辦顧問

科技金融顧問

行動推進策略

01.

HR – Headhunter – Talent 
   -  吸引創業者和代理人,

快速促成交易

02.

共建事業,投資新業務  
   - 包括拼購和私募等模式

03.

加入基金會,合夥發展  
   - 團隊合作,共同成長

04.

公佈、公開、宣傳 
   - 提高品牌知名度,

擴大市場影響力

05.

植入信念,回到行動
   - 激發團隊行動力,實現目標

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