ZUU Visionary Summit (Sep) - “From Compliance to Legacy: Unlocking the Legal Codes of Global Family Wealth Governance.”

From 7 to 9 September 2025, ZUU Wealth Management had the privilege of hosting the three-day Visionary Wealth Summit, under the theme “From Compliance to Legacy: Unlocking the Legal Codes of Global Family Wealth Governance.” The summit gathered thought leaders from law, finance, education, and identity planning to address the most pressing priorities of high-net-worth families: compliance, governance, and perpetual succession.

We were honored to welcome distinguished speakers who shared invaluable perspectives, including:

·      Mr. Robbie H.R. Chen, Partner, Commerce & Finance Law Offices; TEP; Chambers; Legal 500 Recommended Lawyer in Tax & Private Wealth
·      Ms. Sarina Cheung, Consultant, Eric Chow & Co. in Association with Commerce & Finance Law Offices; Executive Committee Member of STEP (Society of Trust and Estate Practitioners)
·      Mr. George Chan, Chief Executive Officer, ZUU Wealth Management, and Senior Partner, Be One Family Office
·      Mr. Alan Tam, Senior Director, ZUU Wealth Management, and Associate Partner, Be One Family Office
·      Mr. Matthew Wong, Chief Admissions Officer, Greater China, The Hong Kong Association of Tertiary Education
·      Ms. Lora Lau, Program Director, Prospect

Throughout three days of exchange and dialogue, the summit offered clarity on global compliance trends and provided practical pathways for wealth preservation and intergenerational continuity.

At ZUU Wealth Management, we are deeply grateful for the trust of our clients and partners. We remain committed to fostering a next-generation wealth management ecosystem that responds to the evolving needs of high-net-worth families, and to supporting both local and international clients in building resilient, long-term wealth strategies. Looking ahead, we will continue to advance with humility, professionalism, and innovation—walking alongside families on their journey toward sustainable prosperity.