# IAM Legacy Family Office

IAM Legacy Family Office is a Multi Family Office based in Wan Chai, Hong Kong.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Wan Chai, Hong Kong
- **Region:** Asia
- **Address:** Wan Chai, Hong Kong
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** iamlegacy.com
- **LinkedIn:** https://hk.linkedin.com/company/iam-legacy-family-office

## Regulatory record

- **Reports private funds:** No

## About

IAM Legacy Family Office was established in 1998 by its chairman Aubrey. The firm remains management-owned and provides services to families throughout Asia. Investment activity centers on discretionary portfolio management, advisory mandates and alternative solutions. The approach draws on external managers across asset classes and includes corporate formation, administration and trust services. Geographic reach stays within Asia, with primary operations in Hong Kong and outreach to clients in Greater China. The team comprises professionals with prior roles at Pictet, Rothschild, Citibank and UBS. Additional offices operate in Central, Hong Kong. Philanthropic work runs through IAM Charitable Foundation Limited, which supports education and training programs in local communities and China. The firm holds founding membership in the Family Office Association Hong Kong and maintains a license as a trust or company service provider.

## Sectors

- Philanthropy

## Offices

- Central, Hong Kong

## People

- Aubrey — Chairman

## Questions

### Who runs investment decisions at IAM Legacy Family Office?

Aubrey serves as Chairman. Kevin Tong acts as Managing Partner with prior Pictet experience. Additional portfolio responsibilities rest with team members who previously held senior roles at Rothschild, Citibank and UBS.

### Is IAM Legacy Family Office structured as a single family office or multi-family office?

It operates as a multi-family office. The firm is management-owned and serves multiple high-net-worth families across Asia rather than a single lineage.

### Does IAM Legacy Family Office participate in fund commitments or only direct deals?

The firm offers discretionary multi-manager mandates and alternative investment solutions. No specific fund commitments or direct co-investments are disclosed in available materials.

### Where does the underlying wealth come from?

Wealth origin is not publicly attributed to any specific family or business. The firm describes its clients as high-net-worth families throughout Asia.

### Does IAM Legacy Family Office maintain philanthropic structures?

Yes. IAM Charitable Foundation Limited funds education and training organizations in Hong Kong and China. The foundation operates separately from the investment and corporate services arms.

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Last updated: 2026-06-03T20:00:00.000Z

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