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After 11 years working across two single family offices in industries spanning oil and gas, media, sports, and healthcare, this advisor launched her own boutique family office advisory firm. In under a year, she onboarded three Asian family clients and is now actively helping them allocate into U.S. markets - including a live mandate from a Hong Kong family office for positions in major private technology companies.
In this episode, she shares how cross-border family office advising actually works - the role of trust, the challenge of translating not just language but risk perception, and why Asian families define risk as permanent capital loss rather than market volatility. She also flags a major macro signal most U.S. investors aren't watching closely enough: a $140 billion government push into venture capital in Asia and what that means for regional stock exchange access.
Recorded at the Single Family Office Summit, hosted by Family Office Club - 19 years, 300+ events, 16 million registered members, and over $1 billion in community transactions. Register for our next event at FamilyOffices.com.
Are you factoring Asian capital flows into your investment strategy for 2025 and beyond?

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