Overview
This eSeminar is a recorded session of the "Wealth for Generations: The Future of Family Office Investing" webinar held on 27 January 2026.
Ms So Sin Ting, Chief Client Officer at Endowus uncovers the key drivers behind the rapid expansion in the family office sector. Key topics include how family offices employ systematic strategies for multi-generational wealth preservation, asset allocation frameworks, the pivotal "Next Gen" role, and the impact of WealthTech.
Objective
After completing this course, you will be able to:
- Identify the key types and roles of family offices within the wealth management landscape
- Explain the main drivers behind the rapid growth of family offices in the APAC region
- Describe how modern family offices approach asset allocation and how “Next Gen” investors are influencing investment focus
Content Highlight
- Introduction to different types and roles of family offices and the drivers accelerating the sector’s growth across APAC wealth hubs
- Discover the asset allocation framework used by FOs and the generational shift in investment focus driven by the younger generations
- Explore opportunities created for the broader wealth management industry and the expanding role of WealthTech and digital platforms in modernising the traditional FO model
Who Should Attend
Senior management of single/multi-family offices, asset managers, private wealth managers, investment advisors, fintech specialists, UHNW individuals, family business founders and family members who are interested in digital and sustainable investing, and developing modern portfolio tools.
Instructor / Speaker
Sin Ting SO
Sin Ting brings over 15 years of experience in the wealth management industry at leading banks across Hong Kong and Singapore, including Morgan Stanley and Nomura.
In her current role, she leverages her extensive wealth management experience to deliver a client-first hybrid investing experience through an intuitive digital platform and efficient, multi-channel advisory support.
Despite her experience in wealth management, upon joining Endowus, she hopes to spread financial literacy and enable investors to make informed decisions about their own financial future.
Administrative Details
Type 4 - Advising on securities
Type 9 - Asset management
Chinese Securities Association of Hong Kong (HKCSA): HK$320
Non-Member: HK$460
Staff of Corporate Member: HK$230