Catch us on the latest Louis’s Talk EP2, where we unpacked next-gen investment trends from a family office perspective.

Key takeaways we shared:

Long-term wealth handover

Asset succession focuses on long-term goals, transferring wealth to support the next generation in pursuing their dreams. 

Shift beyond physical property

Younger investors are moving into alternatives: crypto, art and other diversified assets, instead of only buying real estate.

Cross-border risk diversification

More Southeast Asian families allocate funds into Hong Kong, to spread market risks and optimise their portfolio.

Stay tuned for EP3 — the finale. We’re tackling the big one: “Is a family office right for me?” And sharing what Centaline Family Office is really all about.

Featuring Kelly But, our Founding Partner & General Manager.

Our Founding Partner & General Manager, Kelly But, sat down with Hubbis for a thoughtful feature — grateful for the chance to share our views on intergenerational wealth.

As the family office landscape matures, so do our clients’ questions — it’s no longer just about returns. That’s why we’re focusing on two things: 

Philanthropic impact — moving families from passive giving to active impact: “We want to be the architects who transform family wealth into a recognisable force for good.”

Continuity — one defining question: how to build a fortune without losing the family? We’re launching initiatives to make sure our clients’ legacies are as resilient as their portfolios.

What sets us apart isn’t a number — it’s how deeply we care. 

About impact. About continuity. About the people behind the wealth.

Explore the full interview: https://www.hubbis.com/article/centaline-family-office-impact-resilience-and-the-continuity-of-greatness

Thank you to Louis Ho for having us on his channel.

1. Conservative is the new normal — In today’s turbulence, clients are prioritising capital preservation over aggressive growth.

2. Needs have shifted — High-net-worth families now look beyond returns, seeking long-term planning with diverse, multi-professional advice.

3. What makes us different  — We take a neutral, broader approach — drawing from multiple banks and specialists, to provide truly tailored advice centred on long-term family legacy.

Stay tuned for more expert insights ahead.

Full interview: https://youtu.be/VoIJ0aJnqd4?si=X2I1bnS1RdkDlit5

Featuring Kelly But, our Founding Partner & General Manager.

Centaline Family Office has just held an executive roundtable for single-family office executives to share practical insights on Large Language Models (LLM) adoption. 

Two core pillars define successful AI integration:

1. Operational Utility

• Workflow Automation: Streamline investment memos and IC meeting transcription

• Precision Risk Detection: Flag NAV discounts, portfolio concentration risks, auditor changes, etc.

• Document Intelligence: Accelerate legal contracts review across multi-asset portfolios

2. Secure Governance

• Threat Mitigation: Manage AI risks and fraudulent capital call threats

• Data Integrity: Safeguard confidential KYC and proprietary fund data

Connect with us to be notified of our upcoming high-level executive roundtables.

What does it take for a brand to remain a household name for over six decades? We sat down with Ivan Szeto, the third-generation leadership at Yiufung Store (么鳳), a cornerstone of Hong Kong’s culinary heritage since 1960.

Through our conversation with the third-generation leadership, we explored the delicate balance of preserving a founder’s legacy while navigating a modern retail landscape.

Centaline Family Office team just wrapped up an intensive research trip in Tokyo, diving deep into apartment hotel opportunities. We combined data with on-site research to map the full development and operational cycle.

At Centaline Family Office, we believe resilient portfolios are built on three pillars:

• Rigorous On-Site Inspections: Verifying every detail in person.
• Stage-by-Stage Research: Understanding the full lifecycle of the asset.
• Global Sourcing: Connecting our clients to diversified, high-growth opportunities.

This trip was more than a market visit—it’s how we deliver the vetted, client-centric solutions to our family office partners.

We were delighted to contribute to the Hong Kong Global Experience with London Business School, sharing family office insights with the next generation of finance leaders.

Patrick Ho, Head of Investment at Centaline Family Office, walked through the core purposes of a family office and Hong Kong’s competitive strengths as a leading hub. The dynamic Q&A allowed us to explore what it takes to create a truly trustworthy family office: trust, communication, and genuine care for each family’s legacy.

At Centaline Family Office, we strive to be that trusted, human-connected partner, delivering thoughtful, risk-aware strategies for multi-generational success.

Grateful for the meaningful exchange with the LBS community.

Centaline Family Office was privileged to host a sharing session on Total Portfolio Approach (TPA). We thank speakers Samuel Hui and Alex Yu for their valuable insights, and moderator Hampton Tao for his professional guidance.

This session highlighted the debate over whether the Total Portfolio Approach (TPA) is a fleeting trend or a fundamental shift, and the best practice of asset allocation via Single Family Office (SFO) or Multi Family Office (MFO).

This year, Centaline Family Office will keep focusing on deeper engagement with our community and clients around wealth growth and sustainable family legacies. If you’d like to explore more about our by-invitation events, please connect with us to learn more.

Centaline Family Office has been awarded the UBS “Outstanding Business Partner 2025”. It’s a tremendous recognition of our commitment to fulfilling our mission. We owe this achievement to the trust and partnership of all clients and partners. Thank you for walking this journey with us, and for helping us bring our vision to growth client’s wealth and striving to build a sustainable family legacy. Look forward to reaching new milestones with you in 2026.

Father and son recognize that the focus of inheritance is not on money, but on crisis awareness, the spirit of “Have a look” trial and error, a proactive mindset, productivity and independence.