# Heritvest Family Office

Heritvest Family Office is a Multi Family Office based in Beijing, China.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Beijing, China
- **Region:** Asia
- **Address:** Beijing, China
- **Assets under management:** Undisclosed
- **Website:** heritvest.com.au
- **LinkedIn:** https://www.linkedin.com/company/heritvest-au

## Regulatory record

- **Reports private funds:** No

## About

Heritvest Family Office was established as the family office platform of CreditEase Wealth Management. Shang Xiao serves as president while also holding the co-president role at CreditEase Wealth Management. The structure supports cross-border wealth management for high-net-worth families. The firm deploys capital through fund-of-funds, hedge funds, private credit, private equity, and real estate. Confirmed vehicles include the Heritvest Global Asset Allocation Fund in Hong Kong and an offshore mixed-use real estate portfolio. Geographic reach covers Asia and Oceania. StepStone Group acts as co-investor for private equity fund access. Additional offices operate in Australia under Will Zhang as CEO and George Nassios as chief investment officer. Zhao Mei serves as CEO of Heritvest Wealth Management. The CreditEase Foundation handles philanthropic activity. No dated operational events from the last 24 months appear in available records. Heritvest maintains a direct relationship with CreditEase Wealth Management that supplies both capital and operational infrastructure, distinguishing it from independent multi-family offices.

## Sectors

- FinTech
- Energy Transition & Renewables

## Offices

- Australia

## People

- Shang Xiao — President
- Zhao Mei — CEO
- Will Zhang — CEO
- George Nassios — Chief Investment Officer

## Questions

### Who runs investment decisions at Heritvest Family Office?

Shang Xiao serves as president. George Nassios acts as chief investment officer for the Australia operations.

### How is Heritvest Family Office related to CreditEase Wealth Management?

Heritvest operates as the family office platform of CreditEase Wealth Management. Shang Xiao holds concurrent leadership roles at both entities.

### Does Heritvest participate in fund commitments or only direct deals?

The firm uses both fund-of-funds commitments and direct real estate investments. StepStone Group supplies private equity fund-of-funds access.

### Which sectors does Heritvest target?

Confirmed sector focuses include FinTech and Energy Transition & Renewables.

### Does Heritvest maintain philanthropic structures?

The CreditEase Foundation conducts philanthropic activity linked to the platform.

### What geographic regions does Heritvest cover?

The firm operates across Asia and Oceania with offices in Beijing and Australia.

## Related profiles

- [Heritage Highland Finance & Management Service](https://altss.com/profile/heritage-highland-finance-management-service)
- [Hero Enterprise](https://altss.com/profile/hero-enterprise)

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Last updated: 2026-08-10T15:54:10.904Z

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