Why choose us?

Empowering Technology Entrepreneurs to Fuel Second-Curve Growth

With our founding team's experience in overseas innovation and venture investing, deep understanding of advanced technology and intellectual property, as well as experience in market entry and growth strategies, we can assist technology entrepreneurs in expanding overseas markets, combining overseas advanced technology, and opening up new growth spaces.

Empowering Continuous Growth in the Chinese Family Community

Sagestone Family Offices leverage the Wisdom Platform's community formed by over 70 ultra-high net-worth families, providing clients with opportunities for continuous empowerment and joint growth in business collaborations.

Best Practices for Chinese Family Offices to Mitigate Risks and Ensure Safety

Over the past decade, the Wisdom management team in Hong Kong has discreetly and securely served Chinese clients from Mainland China, Taiwan, Hong Kong, and Singapore. By avoiding various risks and ensuring the safety of funds, it has successfully become the largest joint family office in Hong Kong. Drawing on Wisdom's experience and combining Australia's geographical and economic advantages, Sagestone Family Offices offer comprehensive professional services to meet the unique needs of Chinese clients.

Independent and Neutral, Ensuring User Privacy with Boutique Family Office Services

As an independent entity not affiliated with any private banks or large fund management institutions, Sagestone Family Offices provide neutral solutions prioritizing client interests, eliminating conflicts of interest and bias. Rooted in Australia and under strict regulation, the firm avoids unnecessary global client information disclosure requirements, enhancing user privacy and financial security.

Our Vision & Mission

vision

The preferred multi family office for global technology entrepreneurs.

Mission

Build a lasting legacy, foster innovation that challenges the status quo, and empower entrepreneurs and families to reach their fullest potential.

Our Values

Real Value Creation for clients

Always act in the client's best interest

Always serving client’s demand, other than selling products.

Radically open-minded

Transparency

Regular communication

Result-focused

The client’s success is the ultimate goal

Beyond and above expectation

Leadership Team

Candy Chiu

Chairperson

Candy is the Chief Executive Officer of Wisdom Group Holdings. She has more than 18 years of experience in the financial services industry, including 17 years of experience in asset management. Prior to joining Wisdom, Candy held senior positions at various major international banks. She has enormous experience in equities, forex, funds and insurance.

Alan Cui

Vice Chairperson

Managing partner at Boson Ventures, with over 20 years of strategic management and business operation experience across multiple industries and over 8 years of primary market equity investment experience. He holds an MBA in Finance and Strategy from the University of Melbourne.

Helena Liu

Cheif Executive Officer

Former Managing Director of Hong Kong Wisdom Holdings, with over 10 years of wealth management experience. Also has 5+ years of experience in primary market equity investment. Holds a Master's degree in Finance from the University of Sydney.

Hover Chen

Chief Investment Officer

Former Investment Director at global hedge funds Caledonia Investment and Ellerson Capital. Hover has over 20 years of diverse asset investment experience. He holds a Master's degree in Finance from the Chinese Academy of Social Sciences.

Our partnership

Sagestone Capital Pty Ltd is a joint venture between Wisdom Group Holdings, the largest multi-family office in Hong Kong and Boson Ventures Pty Ltd (Sagestone Holdings), an Australian investment firm. The partnerships bring advantages from both sides to create a unique proposition in the Australian market.

The partnership offers Sagestone the best MFO practice and the relevant IT systems (Considering using three blocks to show Front, Middle Office and Back Office, in which Front office is operated by Sagestone, 70% Middle Office is operated by Wisdom and 50% of back office is operated by Wisdom), as well as the strong partnerships Wisdom has fostered with the top financial institutions in the past 10 years.