Held under the theme "The Intelligence Decade: AI, Capital and the New Asian Order," the Forum explored how artificial intelligence, shifting capital flows and geopolitical developments are influencing investment decisions, family office strategies and long-term wealth planning. The program featured discussions with global business leaders, investors and industry experts on topics including AI, direct investing, family office governance, succession planning and philanthropy.
Returning to Hong Kong in its largest format to date, the Forum reflects the city's growing importance as a leading international wealth management and family office hub. Family offices across Asia are becoming increasingly sophisticated and global in their outlook, expanding beyond wealth preservation into direct investing, philanthropy, family governance and next-generation engagement.
Featured speakers included Bruce Flatt, Chief Executive Officer of Brookfield; Jean Eric Salata, Chair of EQT; Yoshihiko Kawamura, Chief Financial Officer of Kioxia; and Professor Li Cheng, Founding Director of the Centre on Contemporary China and the World at The University of Hong Kong, alongside senior Citi leaders and family office experts.
Dawn Nordberg, Head of Integrated Client Solutions and Global Family Office, Citi Wealth, said, "Artificial intelligence is reshaping capital allocation, business models and competitive dynamics globally. For family offices, the choices made over the next decade regarding investment, innovation and governance will help define the opportunities and legacies of future generations. Citi Wealth's Family Office Forum provides a valuable opportunity for clients to share perspectives with one another and gain insights on the forces transforming the global landscape."
Bernard Wai, Head of Asia for Integrated Client Solutions and Global Family Office, Citi Wealth, said, "Through Citi's Global Family Office Group, which serves more than 1,900 family office clients worldwide, we continue to observe family offices taking a more institutional approach to investing and governance. Our core offerings are built on two key strengths – Globality and One Citi, underpinned by a client-first attitude. While AI creates new opportunities to enhance efficiency, long-term success continues to be defined by strong leadership, trusted relationships and preparing future generations to steward wealth responsibly."
Horace Yip, Head of Hong Kong, Citi Private Bank, said, "Hong Kong continues to strengthen its position as one of Asia's leading wealth management and family office hubs. Its status as home to Asia's largest billionaire population underscores the city's enduring attractiveness as a center for wealth creation and investment. As family offices become increasingly global in their outlook, we continue to see strong demand for global connectivity, sophisticated wealth solutions and specialist advice. Through Citi's global network and local presence, we are well positioned to support family offices as they navigate an increasingly interconnected world."
The Asia Pacific Family Office Executive Forum reflects Citi Private Bank's longstanding commitment to supporting family offices globally. By connecting clients with global insights, industry expertise and a broad network of peers and thought leaders, Citi continues to help family offices navigate emerging opportunities and challenges while supporting their long-term ambitions across generations.
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About Citi
Citi is a preeminent banking partner for institutions with cross-border needs, a global leader in wealth management and a valued personal bank in its home market of the United States. Citi does business in more than 180 countries and jurisdictions, providing corporations, governments, investors, institutions and individuals with a broad range of financial products and services.
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