Family Office Fintech Association
Five Major Cross-Disciplinary Breakthroughs
1. Overcoming Cross-Industry and Core Human Resource Deficiencies: Addressing the shortfalls in cross-sector collaboration and core talent that impede expected outcomes and obstruct the flow of information.
2. "Open Cards" Theory: Making work more straightforward and enjoyable to enhance processing efficiency.
3. Minimum Cost: Facilitating transactions by leveraging information symmetry.
4. Platform Management and Division of Labor: Utilizing digital technology and artificial intelligence to streamline management processes.
5. Decentralization to Overcome the Crisis of Trust in Institutions: Shifting resource allocation away from a reliance on traditional authorities.
FOFA (Family Office Fintech Association) Ecosystem Map
Founding Expert Team
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.
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.
Michelle CY Dou - Hong Kong Barrister (Lawyer) and Accountant (CPA) - RWA, Cryptocurrency and Blockchain
Ms. Dou has obtained her qualifications of Certified Public Accountant (HKICPA - CPA) and Barrister of the High Court after working in PricewaterhouseCoopers (Financial Services Stream) and Cheng Huan QC SC Chambers respectively. Ms. Dou has worked in the financial markets for over 18 years with experience in dealing with reputable clients which include large financial institutions and listed companies.
In her legal career, Ms. Dou has held the Legal Counsel position in various large financial institutions and a Main Board listed company. She has also held the Legal Counsel position in a reputable Fintech company which issued a spectrum of originally minted cryptocurrencies to the market through blockchains.
Ms. Dou is one of the very few barristers and accountants who truly has hands-on experience in issuing originally minted cryptocurrencies to the market through blockchains.
The Most Credible Blueprint:
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Clear market positioning
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Stable client base
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Strong partnership network
Partner for Entrepreneurs (Digital Transformation):
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Digital management tools
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Data analysis technology
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Digital marketing strategies
Strong Official Endorsement:
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Support from government or industry organizations
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Compliance with relevant laws and regulations
Endorsement Funds:
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Financial support
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Venture capital
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Product development resources
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Four Key Professional Development Directions
International Financial Advisor
Corporate Mergers & Acquisitions (M&A) Advisor
Global Family Office Advisor
Fintech Advisor
Action and Implementation Strategy
01.
HR -> Headhunter -> Talent: Attract entrepreneurs and agents to rapidly facilitate transactions.
02.
Co-build Ventures and Invest in New Business: Includes models such as group purchasing and private equity.
03.
Join the Foundation for Partnership Development: Emphasize teamwork for mutual growth.
04.
Announce, Publicize, and Promote: Increase brand awareness and expand market influence.
05.
Instill Belief and Drive Action: Motivate the team to translate vision into concrete actions to achieve goals.