Futu at UNESCO x Harvard Forum: Tech Guards Family Wealth
Recently, the Forum on Family Education and Legacy co-hosted by UNESCO and Harvard Business School was grandly held at HKEX Connect Hall. This prestigious event brought together leading wealth management experts, business leaders, policymakers, and members from renowned family enterprises from Hong Kong and around the world to discuss sustainable approaches to preserving family wealth and values.
Futu Trustee was honored to be invited to participate in the forum, engaging with global industry leaders on innovative trends in family legacy, particularly in the digital age. It was our privilege to share forward-looking insights on sustainable wealth management strategies for affluent families and family businesses, highlighting the pivotal role of digital technology in shaping modern legacy planning.
A Remarkable Assembly of Global Experts
The forum brought together a distinguished group of participants, including Mr. Paul Chan, Financial Secretary of the Hong Kong Special Administrative Region; Mr. Joseph Chan, JP, Under Secretary for Financial Services and the Treasury, The Government of Hong Kong SAR; Prof. Josh Baron, Harvard Business School Professor & Author, Harvard Business Review Family Business Handbook; Dr. David Harilela, CEO of David Harilela Group; Prof. Enoch Young, SBS, Vice Chair of UNESCO Hong Kong Association; Dr. Vincent Lo, GBM, GBS, JP, Chairman of Shui On Group; Ms. Amy Lo, JP, Chairman of Global Wealth Management Asia, UBS Hong Kong and Mr. Hon. Duncan Chiu, Legislative Council Member, Technology & Innovation Constituency.
During the panel “Succession in the Digital Age: Leveraging Technology for Preserving Legacies” , Ms.Tina Li, Director of Futu Trustee, highlighted the role of trustees in addressing challenges from both internal family changes and external influences. She emphasized how trustees support wealth and business-owning families through diversified investments, risk management, governance, and philanthropic initiatives.
Ms. Tina Li said: "Futu Trustee’s digital trust management platform, which offers comprehensive and customized solutions for high-net-worth clients, enhancing efficiency and transparency for global family office operations."
Technology leading a new paradigm of inheritance
Ms. Tina Li’s panel presentation was warmly received, showcasing how technology enhances the efficiency and personalization of trust services.
As an invited guest, Futu Trustee demonstrated its expertise in wealth management and introduced innovative digital solutions to family legacy planning. Our advanced digital platform, combined with strategic collaborations with family offices, offers comprehensive solutions for high-net-worth individuals, ensuring asset protection and the preservation of family values.
Looking forward, Futu Trustee is committed to integrating financial technology with trust services, creating smarter, more personalized tools for legacy management. This will support affluent families in sustaining their wealth and businesses amid global economic changes. Futu Trustee aims to be a key strategic partner for family businesses in the Asia-Pacific and beyond, fostering the sustainable transfer of wealth, values, and social impact.
About Futu Trustee
Futu Trustee Limited is wholly owned by Futu Holdings Limited (NASDAQ: FUTU) ,which is a trust company registered under the Trustee Ordinance (Chapter 29 of Laws of Hong Kong) and holds a Trust and Company Service Provider （TCSP: TC006475) Licens pursuant to the Hong Kong Money Launding and Counter-Terrorism Financing Ordinance（Chapter 615）