Aspenwood Family Office

We are client-centred. From portfolio management, investment choices, risk management, investment advisory, to buy/sell pricing and transaction execution, we act with clients’ interest and mandate objectives in mind.

Family Office Strategy & Structure

Aspenwood works with families to define their liquidity, growth, succession and philanthropy objectives, and distil these into a clear Family Wealth Roadmap that guides long-term decisions. Aspenwood also plans and drives key implementation projects, such as establishing trusts, reorganising ownership structures or setting up dedicated vehicles, ensuring that timelines, documentation and actions are coordinated within an integrated family office platform.

Bespoke Discretionary Investment Management

For families who choose to delegate day-to-day portfolio decisions, we manage discretionary mandates under clearly defined guidelines agreed in advance. Each mandate is tailored to the family’s objectives. Our team takes responsibility for security selection, trading, rebalancing and ongoing risk, supported by disciplined, rule-based processes that aim to deliver consistent outcomes over full cycles.

Advisory Service

For families that prefer to retain direct control over investment decisions, Aspenwood provides an advisory service focused on independent analysis and portfolio guidance. This includes strategic and tactical asset allocation advice, portfolio diagnostics across multiple parties, and scenario analysis to assess the impact of new ideas or market developments on the overall wealth position. Aspenwood reviews existing holdings for concentration, liquidity, risk exposures and fee levels, and provides clear, actionable recommendations and challenge, enabling families to make informed decisions within a structured framework while preserving full execution authority.

Funds & Market Solutions

Aspenwood provides families with direct access to funds and tailored market solutions managed by our in-house investment team. Through a range of discretionary strategies spanning quantitative, multi-strategy and real estate, we offer structured exposure to differentiated sources of return, calibrated to each family’s investment objectives, risk appetite and liquidity needs.

Our own fund– including the Aspenwood Multi-Asset Fund LPF is managed using disciplined, research-driven approaches that seek to capture both long-term themes and shorter-term market opportunities. In addition, we design and implement complementary market solutions, enabling families to express specific views, fine-tune portfolio risk and tailor income or liquidity characteristics within a coherent, total-portfolio framework.

[Our Signature Product]

Currency Overlay

Global families increasingly hold assets and spending in multiple currencies, creating complex and often under managed FX exposure. Aspenwood provides a dedicated currency overlay service that looks across the entire family balance sheet: portfolios, operating businesses, real estate, leverage and spending plans, rather than treating each account in isolation. We help define an explicit FX policy, determine hedge ratios by currency and time horizon, and implement appropriate hedging or overlay strategies to stabilise the home currency value of wealth and future cash flows. This disciplined approach aims to reduce unintended currency risk, optimise liquidity buffers and ensure that FX decisions support, rather than undermine, the family’s broader investment strategy.

Governance & Legacy

Preserving and transmitting wealth across generations requires clear governance and a deliberate approach to legacy. Aspenwood advises on the design of holding and investment vehicles, estate and succession arrangements, and family governance frameworks, and helps families define and implement structured legacy and philanthropy programmes, so that ownership, decision-making and long-term giving are aligned across generations.

Value-Add Services

With innovative proprietary risk analysis, manager selection, portfolio management, expert advisory and corporate services, Aspenwood Family Office has been a leading family office asset management provider in the region since its establishment in 2016.

Our value-add Family Office services help families grow their wealth, manage their finances, navigate different market conditions and pass on their legacy across generations.

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What Our Clients Say

W Family Representative, Third‑generation member

The W family spans three generations with members living in Hong Kong, the UK and North America. Their assets and spending are spread across multiple currencies, and they wanted to reduce FX noise while keeping global diversification.

“With family members and investments in different countries, currency risk used to be a constant source of uncertainty. Aspenwood Family Office set up a clear currency overlay framework for us, so FX is now managed at the total‑portfolio level. We can maintain our international lifestyle and diversification without being distracted by day‑to‑day currency swings.”

OUR PARTNERS

We work in close collaboration with 30+ financial institutions, including global investment banks, private banks, commercial banks, fund houses, insurers, custodians, brokerage firms on daily basis.