港湾家族办公室亮相2025全球家族办公室（上海）论坛共探环球变局下家企传承与香港家办新未来

Group 1: Forum Overview - The 2025 Global Family Office Forum was held in Shanghai, supported by the Hong Kong SAR Government and attended by nearly 200 entrepreneurs and high-net-worth individuals [1] - The forum featured a keynote speech by Zhang Liyun, CEO of the Harbor Family Office, emphasizing the importance of customized wealth management solutions [3][5] Group 2: Industry Trends - Zhang Liyun identified four key trends in the family office industry: the rise of "joint family offices" for younger, smaller wealth families; a shift from wealth management to comprehensive family governance; a younger client demographic; and a move towards long-term, comprehensive services [6] - The Harbor Family Office aims to provide tailored services through a multi-dimensional framework addressing various client needs [6] Group 3: Economic Insights - During a dinner speech, Chief Economist Xing Lei discussed the impact of de-globalization on sustainable family business development, highlighting the need for cross-border asset allocation and risk hedging [8] - Zhang Liyun shared insights from the 2024 Hurun Wealth Report, predicting a wealth transfer of 20 trillion yuan to the next generation over the next decade, increasing to 79 trillion yuan in 30 years [11] Group 4: Financial and Technological Integration - The Harbor Family Office is collaborating with Innovation Qizhi to integrate finance and technology, focusing on AI and digital solutions to enhance financial services [12][13] - The partnership aims to create intelligent blockchain applications and comprehensive solutions for the financial industry, enhancing the Harbor Family Office's service capabilities [13] Group 5: Company Profile - Henry Group Limited, listed as 3638.HK, operates in financial services, electronic product trading, and life sciences, with a focus on providing comprehensive family office services through its subsidiary, the Harbor Family Office [14]