Counting down to Ocean Innovators Platform 2025! 🌊 Hong Kong Academy for Wealth Legacy (HKAWL) is proud to support the Ocean Innovators Platform 2025, which will spotlight groundbreaking solutions for the blue economy on 22 October. This action-oriented event in Hong Kong, co-hosted by Fondation Prince Albert II de Monaco and Sustainable Finance Initiative, brings together leaders to scale investments in ocean innovation. HKAWL Executive Director Angel Chia will discuss with asset owners Wellington Koo and Ronald Chan on “Innovation and investment in the blue economy: Perspectives from Asian families”, and HKAWL Chairman Adrian Cheng will share insights and outlook on driving impact across the Asia Pacific region and further afield in the closing remark. This event will commemorate HKAWL's recent Memorandum of Understanding (MoU) with event co-host Fondation Prince Albert II de Monaco, welcoming them as an Impact Link Strategic Partner to infuse blue economy and ocean sustainability insights into family legacies to drive environmental impact. Please reach out to events@sustainablefinance.hk to learn more! #HKAWL #FamilyOffice #Legacy #WealthLegacy #ImpactLink #Philanthropy #ImpactInvesting #LegacyDevelopmentGoals #LDGs #HongKong #FSDC #FSTB
About us
A pioneering institute dedicated to building a holistic ecosystem for family offices worldwide and strengthening Hong Kong as a leading global family office hub
- Website
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https://www.fsdc.org.hk/en/hkawl/home/
External link for Hong Kong Academy for Wealth Legacy
- Industry
- Financial Services
- Company size
- 11-50 employees
- Type
- Government Agency
Employees at Hong Kong Academy for Wealth Legacy
Updates
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The Hong Kong Academy for Wealth Legacy (HKAWL) was delighted to welcome Professor Peter Boumgarden to bring Washington University in St. Louis (WashU)’s PhilanthropyForward incubator to Hong Kong. Family philanthropists and family office executives came together for an inspiring day of practical learning and fruitful exchanges. Presented by HKAWL’s Impact Link initiative, the full-day workshop featured interactive sessions on integrating personal values and evidence-based frameworks for greater philanthropic impact. Families explored and applied key tools including values self-assessment using the #SchwartzValues and #MoralFoundations frameworks, designed philanthropic portfolio through balancing strategic, #TrustBased, relational, and #EffectiveAltruism models, and developed their own Theory of Change. They also engaged in hands-on #stakeholder mapping and learned #evaluation methods such as pre- and post-intervention surveys, pilots, and metrics to #measure effectiveness. Throughout the day, we engaged in breakout groups and peer discussions, sharing philanthropic journeys and paving the way for #collaborative action. The workshop’s practical focus—on adaptive experimentation, data-driven decision making, and designing collaborative funding—embodied HKAWL’s commitment to #equipping families and impact leaders in Hong Kong with global best practices. This collaboration with WashU reflects HKAWL’s mission to nurture a vibrant, connected philanthropic ecosystem and empower families to translate their legacies into purposeful action for public good. We extend our heartfelt thanks to Impact Link Strategic Partner Yidan Prize for supporting the venue of the workshop and advancing the important journey together. #PhilanthropyForward #Impact #FamilyOffice #HKAWL #SocialInnovation #OlinBusinessSchool #EffectiveAltruism #ValuesDrivenGiving Financial Services and the Treasury Bureau (FSTB)
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We are thrilled to support the launch of the Mini-MBA Program organised by OWN Academy and DBS Bank, a transformative week-long journey designed for the next generation of leaders. This unique initiative empowers young minds aged 14 to 19 to tackle real-world challenges, fostering strategic leadership, creative problem-solving, and impactful collaboration. Participants engaged in mentorship, hands-on workshops, and networking opportunities with industry giants. They explored innovative solutions using consulting frameworks and design thinking principles, all while forming meaningful connections with peers. We are proud that our Executive Director Angel Chia ran a workshop on identifying #wealthgenogram and demonstrating the different #moneyscripts may influence on our behaviour, mentality and relationships. Angel is also amongst judging coaches for these future stewards to pitch their ideas to solve the problem - “how would technology and evolving lifestyle and mindset of UHNWI shape private banking?” At HKAWL, we believe in the power of #experientiallearning. By trusting young people with real responsibilities, we help them redefine expectations and unlock their potential. Congratulations to #DBS Private Bank and OWN Academy for creating this program! #HKAWL #HongKong #FamilyOffice #Legacy #WealthLegacy #Training&Development #CapacityBuilding #Innovation #Leadership #NextGen #FutureLeaders #OWNAcademy #DBSPrivateBank #FSDC Financial Services and the Treasury Bureau (FSTB)
What happens when you trust teenagers with a problem worth billions of dollars? We partnered with DBS Bank to create a 5-day Mini-MBA Program for students aged 14 to 19. Young, curious, and ambitious, they represent the generation that will inherit both the challenges and opportunities of tomorrow. They were challenged to answer a question that DBS Private Bank itself is asking: How will technology along with evolving lifestyles and mindsets of ultra-high-net-worth individuals, reshape private banking in the next 5 to 10 years? Across the week, they immersed themselves in experiences that connected business with the world around us: ↳ Mentorship and workshops with DBS Private Bank, Google, Manulife, Cartier, Sotheby’s, Hong Kong Academy for Wealth Legacy, Charlotte Travel, Swire Institute of Marine Sciences, Invisible Company, PRJCT ↳ Exposure to investment strategies from traditional portfolios to impact investing ↳ Insights into craftsmanship, brand storytelling, luxury travel, biodiversity and social enterprise ↳ Hands-on problem-solving using consulting frameworks and design thinking principles At the end of the program, they pitched their solutions to a panel of DBS Private Bank and industry leaders. But here’s what moved us most: it wasn’t the polish of the presentations. It was the transformation in the students themselves. Teenagers who arrived hesitant and unsure of their place left with: ✨ New confidence in their voices ✨ Friendships forged through collaboration ✨ A clearer sense of the impact they can make in the world This, to us, is the future of education. Not memorizing theories, but learning by doing. Not waiting until adulthood to lead, but trusting young people to lead now. The next generation is already asking the questions that matter. Our role as educators, parents, and industry leaders is to create spaces where they can explore, experiment, and be heard. Because when you trust young people with real responsibility, they do more than meet expectations. They redefine them. We are deeply grateful to Carol Shuyen Wu for her leadership and vision in making this collaboration possible. Thank you also to the DBS team, Kitty Wong and Pattie Shi for your incredible support throughout the program. Huge cheers to our CEO & Founder Natalie Chan and our Director of Operations Billy Tam for pulling everything together and making the program run like magic! 🌟 With appreciation to all our amazing industry coaches, collaborators and mentors: Angel Chia, Hong Kong Academy for Wealth Legacy, Mikkel Hansen, Rhea Karia, Mark Cheng, Sudesh T, Shirley Fong , Marine CHARVET, Phil Thompson from The Swire Institute of Marine Science (SWIMS), Devana Ng, Florence Ho , Sylvia Cheung and Jessica Liu from Sotheby's, Joyce Leung, Charlotte Harris, Rishi N. — ♻️ Repost if you trust young people to lead and innovate today #MiniMBA #FutureLeaders #OWNAcademy #DBSPrivateBank #NextGen
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True testament of Hong Kong efficiency! Congratulations to Jason Fong and FamilyOfficeHK team that have worked tirelessly around the clock to cover the world to represent Hong Kong’s unparalleled position as #FamilyOfficeHub. From Wealth for Good in HK Summit, to Network of Family Office Service Providers, Invest Hong Kong is the end-to-end concierge team to welcoming and integrating Family Offices to the deep pool of professional service providers here. At the Hong Kong Academy for Wealth Legacy, we are proud to work alongside our partners at InvestHK to provide the ongoing #peercommunity and #capacitybuilding resources to wealth and business #principals and #nextgens, as we continue to roll out #learning programs focused on our #SixLegacyDevelopmentGoals, to help incubate the future inheritors and stewards of this world to be sophisticated, responsible, and socially minded. #HKAWL #FamilyOffice #Legacy #WealthLegacy #LegacyDevelopmentGoals #LDGs #HongKong #FSDC Financial Services and the Treasury Bureau (FSTB)
𝐎𝐯𝐞𝐫 𝟐𝟎𝟎 𝐅𝐚𝐦𝐢𝐥𝐲 𝐎𝐟𝐟𝐢𝐜𝐞𝐬: 𝐌𝐢𝐥𝐞𝐬𝐭𝐨𝐧𝐞 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐝 𝐀𝐡𝐞𝐚𝐝 𝐨𝐟 𝐒𝐜𝐡𝐞𝐝𝐮𝐥𝐞 We have achieved the milestone of facilitating over 200 family offices to set up or expand their operations in Hong Kong — attaining the goal set in the 2022 Policy Address ahead of schedule. This reported figure does not include family offices established independently, meaning the actual scale of development is even more substantial. This milestone further consolidates the city’s standing as Asia’s leading cross-border private wealth management centre and hub for global family offices. We continue to welcome global family offices to explore the opportunities here — and stand ready to support your journey. More details: https://lnkd.in/g8Rftnqq Invest Hong Kong FamilyOfficeHK Alpha Lau Jason Fong #FamilyOffice #HongKong #FamilyOfficeHub #WealthManagement #Finance
Join 200+ Family Offices Building Legacy in Hong Kong
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We are proud to have joined the third Family Legacy Through Impact Masterclass hosted by the Centre for Asian Philanthropy and Society (CAPS) yesterday evening! As CAPS’ Family Office Training and Development Partner, the Hong Kong Academy for Wealth Legacy is proud to support dialogues shaping philanthropy across Hong Kong and Asia. During the masterclass, CAPS Co-Founder and Chief Executive Ruth Shapiro and Senior Researcher Chi Chi Huang shared key findings from CAPS's latest research report – Family Philanthropy in Asia: Insights from Five Families. The engaging panel discussion, moderated by Senior Program Officer of Gates Foundation Ruixi Hao, featured family representatives including Mahesh Harilela, Family Council Convenor of Harilela Hotels Ltd. and Joy Lo Cheung, Chair of Donations Committee at Lo Kwee Seong Foundation. They shared insights on values, generational dynamics, and strategies for impactful giving. Joined by our Executive Director Angel Chia, the conversation echoed the report's core observations: family philanthropy takes diverse forms, focuses on local communities, is becoming more professional and draws inspiration from family businesses. Angel also shared observations on the rising next-gen philanthropists in their pursuit of evidence-based evaluation, enterprising attitudes towards philanthropy, and their motivation of cultivating social capital through philanthropic endeavours. These stories underscore philanthropy's power in uniting families and driving social good. At HKAWL, we equip families for these meaningful journeys. Download the CAPS report now for deeper insights: https://lnkd.in/g8UQxBnD #HKAWL #FamilyOffice #Legacy #WealthLegacy #TrainingandDevelopment #Philanthropy #ImpactInvesting #LegacyDevelopmentGoals #LDGs #ImpactLink #CAPS #HongKong #FSDC #FSTB
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Spotlight on Hong Kong’s philanthropy momentum! In his Welcoming Address at AVPN Global Conference 2025, Hong Kong Financial Secretary Paul Chan Mo-po reaffirmed the city's vision as a global impact hub and a superconnector for purposeful capital. Highlighting Hong Kong’s advantage in offering access to global networks and best practices, he recognised the role of the Hong Kong Academy for Wealth Legacy in enhancing the city's philanthropic landscape by connecting donors with high-impact initiatives through Impact Link. Have a read of the full speech here: https://lnkd.in/gckbhD2H #HKAWL #FamilyOffice #Legacy #WealthLegacy #Philanthropy #ImpactInvesting #LegacyDevelopmentGoals #HongKong #FSDC Financial Services and the Treasury Bureau (FSTB)
With almost 1,500 changemakers gathered under one roof and The Hong Kong Jockey Club Charities Trust as our Host Partner, the Conference set the stage for bold action and fresh ideas on how Asia can lead the world toward a more inclusive and sustainable future. The Honourable Paul Chan Mo-po, Financial Secretary of HKSAR Government, welcomed delegates and underscored Hong Kong’s role as a global convenor for impact. In an action-packed day, we announced the grantees of three game-changing initiatives: • CapitaLand Community Resilience Initiative: strengthening education, health & well-being in China, India, Singapore, and Vietnam. • Lighthouse Fund: scaling breakthrough solutions at the intersection of climate and health. • Asia Gender Equality Fund Round 3: backing gender-just climate solutions that empower women and vulnerable communities. Plus, we unveiled two powerful new efforts: • The Harmony in Diversity Fund to strengthen social cohesion. • The pioneering ImpactCollab Outcomes Marketplace — making outcomes-based funding accessible and scalable across Asia. The theme “Asian Leadership for an Inclusive World” came alive today through powerful plenaries, vibrant dialogues, and a shared commitment: real change starts here, together. What an inspiring start, and this was only Day 1! Impact Investing Day today promises even more. Let’s go!
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The Academy had the honour of hosting an engaging salon with Stephan Livera, an international podcaster and thought leader in #Bitcoin and global finance (https://stephanlivera.com), during his recent visit to Hong Kong. The session featured an in-depth discussion on Bitcoin’s evolution and adoption trends, as well as the increasing importance of treasury companies and lending platforms within the crypto ecosystem. Drawing on his extensive global experience, Stephan shared valuable insights into fiat currency debasement, Bitcoin’s power law growth, and the emergence of innovative financial products and strategies for individuals and institutions. The conversation also addressed regional developments in the Middle East, regulatory trends, and practical approaches for engaging diverse generations and risk profiles in Bitcoin investment. The gathering brought together wealth inheritors, next-generation leaders, and capital stewards, allowing participants to explore the complexities of Bitcoin and its implications for #generationalwealth and #legacyplanning. Thank you to everyone who joined us for this enlightening discussion, and a heartfelt thanks to Stephan for sharing his expertise and perspectives. We look forward to continuing these essential conversations to shape the future of financial legacy! #HKAWL #FamilyOffice #SFO #Legacy #WealthLegacy #InvestmentStrategy #ThoughtLeadership #WealthManagement #LegacyDevelopmentGoals #LDGs #HongKong #FSDC Financial Services and the Treasury Bureau (FSTB)
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The Academy was proud to host a thought leadership dialogue on “future-ready family businesses” with Professor David Bach, President of IMD, and Professor Mark Greeven, Dean of Asia of IMD with our room of family representatives. Our interaction with IMD follows the insightful visit to Switzerland last year by Secretary Christopher Hui of Financial Services and the Treasury Bureau (FSTB) to forge strategic international collaborations. #HKAWL Chairman Dr Adrian Cheng set an inspiring tone for the dialogue with welcome message. The discussion yielded profound insights in several key areas: Unique Advantages of Family Businesses: David and Mark highlighted how a long-term perspective, strong family values, and robust relationship networks empower family businesses to navigate complex and turbulent environments effectively. Globalization and Regionalization: They articulated that globalization is not waning but rather "rewiring," emphasizing the importance of integrating political considerations into national strategies alongside economic factors. Keys to Innovation and Transformation: The speakers underscored the necessity of forming strategic partnerships and balancing legacy operations with innovation, driven by digitalization and a deep understanding of customer insights. Nurturing the Next Generation: They stressed the importance of fostering confidence, establishing governance structures, and cultivating curiosity among the next generation of leaders to ensure sustained success. Expectation Management: The discussion also addressed the need for families to set realistic expectations regarding innovation, viewing it as an experimental portfolio rather than an all-or-nothing approach. Deep appreciation to our esteemed speakers, Professor David Bach and Professor Mark Greeven, for their invaluable contributions, and a special thanks to HKAWL Advisory Board member Ms Kam Shing Kwang for being such adept conductor of this enlightening conversation. Again, our IMD thought leaders, moderator, and all attendees in the room made yesterday’s dialogue a resounding success. As HKAWL continues to accentuate our role of knowledge transfer hub for family legacy, we look forward to continuing our journey in shaping future-ready family businesses, ensuring that the values and lessons shared today resonate through generations to come. #HKAWL #HongKong #FamilyOffice #Legacy #WealthLegacy #Training&Development #CapacityBuilding #FutureReady #FamilyBusiness #Innovation #Leadership #IMD #FSDC Financial Services and the Treasury Bureau (FSTB)
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We are thrilled to announce the launch of the Impact Link Online Portal (#iLinkOnline)! The Academy proudly unveils iLink Online — a transformative digital platform designed to connect #philanthropists, #familyoffices, and #assetowners with peer-nominated, high-impact #charitableprojects across Hong Kong and the globe. iLink Online is the next chapter of the #ImpactLink Initiative — a mission to accelerate #strategicphilanthropy through knowledge, collaboration, and hands-on engagement. iLink Online facilitates learning-by-doing opportunities, enabling invited philanthropists to engage with nominated projects collaboratively. As Secretary for Financial Services and the Treasury, Mr. Christopher Hui, emphasized, our goal is to channel charitable capital to create meaningful change locally and globally. Dr. Adrian Cheng, Chairman of HKAWL, stated, "iLink Online is the practical tool that brings our vision to life, allowing families to connect with impactful projects and transform strategic intent into measurable social impact." With curated projects impacting Asia, Africa, Europe, and Latin America, iLink Online empowers families to make informed, collaborative, and purpose-driven philanthropic investments — creating legacies that last. The initiative further solidifies Hong Kong's status as a global hub for strategic philanthropy. We extend our heartfelt thanks to our Strategic Partners — Fondation de France Asia, Gates Foundation, Institute of Philanthropy, and Yidan Prize — for their invaluable guidance and thought leadership all along. Your support has been instrumental in shaping the platform and advancing our shared vision for meaningful, scalable impact. For more details: https://lnkd.in/g2Erdse9 #HKAWL #ImpactLink #iLinkOnline #FamilyOffices #HongKong #Philanthropy #StrategicGiving #SocialImpact #WealthLegacy #StrategicPhilanthropy #PurposeDrivenWealth #ImpactInvesting #FDFA #GatesFoundation #IoP #Yidan #FSDC Financial Services and the Treasury Bureau (FSTB)
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The Academy had the privilege of hosting an insightful roundtable discussion earlier with Mr Kiril Sokoloff, Chairman and Founder of 13D Research & Strategy. We brought together family nextgens and executives from single-family offices for a meaningful exchange of ideas. Kiril shared his valuable insights on the strategic dynamics of the global economy and how these factors could shape future global trade and geopolitical relationships. He emphasized the importance of adapting innovative investment strategies to navigate the evolving landscape and encouraged collaboration for emerging investment opportunities. A heartfelt thank you to Kiril for his thought-provoking contributions. Special thanks to our moderator, Mr Dong Chen, for guiding us throughout the engaging discussion. We also extend our gratitude to Mr Greg Pictet for hosting us at the Pictet Group venue, and everyone who participated and contributed to making this event a success! We are excited to explore new opportunities and continue the conversation. Stay tuned for more enriching programmes! #HKAWL #FamilyOffice #SFO #Legacy #WealthLegacy #InvestmentStrategy #ThoughtLeadership #WealthManagement #LegacyDevelopmentGoals #LDGs #13D Research & Strategy #PictetGroup #HongKong #FSDC Financial Services and the Treasury Bureau (FSTB)
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