About us
Team’s Profile
Experience Meets Insight
Behind the scenes, our dedicated back-end office team ensures that our operations, trading, and reporting processes run seamlessly and efficiently.Meanwhile, our relationship managers focus on cultivating and maintaining strong, long-lasting relationships with our clients, ensuring that your needs are met with the highest level of service and attention.
Principal Analyst
Alice Poh
Alice is the principal analyst at CrestView Family Office where she specializes in investment research and portfolio analysis. Alice supports the firm’s strategic decision-making by providing in-depth market insights and performance evaluations. She is known for her precision to delivering actionable intelligence that drives client success.
Senior Analyst
Damien Li
Damien is a senior analyst specializing in risk analysis and due diligence for CrestView Family Office. With a keen eye for identifying financial and operational risks, he supports investment decisions through thorough research and data-driven insights. Damien plays a key role in safeguarding the firm’s interest and ensuring informed, strategic outcomes for its portfolio.
Relations Manager
Gordon Fo
As Relations Manager at CrestView Family Office, Gordon is responsible for fostering strong partnerships and maintaining trusted relationships with clients and stakeholders. With a focus on discretion, responsiveness and service excellence, Gordon ensures that the needs of families and partners are met with care and professionalism.
Legal Consultant
Rebekah Chau
Rebekah serves as Legal Consultant at CrestView Family Office, providing expert guidance on regulatory compliance, contract structuring and legal risk management. With a strong background in corporate and private wealth law, she supports the firm’s investment and operational activities by ensuring legal integrity and strategic alignment.
Meet the team
We recognize that success in the competitive investment industry hinges on having a skilled and experienced team. Our team is comprised of professionals with diverse backgrounds and expertise in portfolio evaluation, risk management, due diligence, research and investment. Their varied experiences bring invaluable insights, enabling us to craft robust, innovative investment strategies that are tailored to meet your family’s unique goals.
Co-Director
Michael li
Michael Li is the Co-Director of CrestView Family Office, where he leads strategic planning and overseas portfolio management. He holds an MBA from Columbia Business School and a Bachelor’s degree in Economics from UCLA. With over 15 years of experience in wealth management and private equity, Michael has a proven track record of guiding families through complex financial landscapes. He is a Chartered Financial analyst (CFA) and is dedicated to fostering long-term client partnerships built on trust and performance.
Co-Director
Jason Chen
Jason Chen is the Co-Director of CrestView Family Office, where he focuses on estate planning, operations and succession strategies. He earned his Master’s from the University of Hong Kong and a Bachelor’s degree in Business Administration from UC Berkeley. With a background in law and over a decade of experience advising high-net worth families, Jason specializes in crafting personalized plans that ensure the smooth transfer and preservation of wealth. He is a Certified Trust and Fiduciary Advisor (CTFA) and is recognized for his collaborative, client-centered approach.
©Copyright 2025 - Turnkey Project - Design by Ziggy’s Studio
About
Home
Family Office
The Team
Contact us
Our Office
Hong Kong office: World Trust Tower, 50 Stanley Street, Central, Hong Kong
Taiwan Office: Cathay Landmark, 68 Zhongxiao E. Road, Xinyi District, Taipei, Taiwan
USA Office: Financial District, 1 Market Street, San Francisco, CA 94105, United States
©Copyright 2025 - Turnkey Project - Design by Ziggy’s Studio
About
Home
Family Office
The Team
Contact us
Our Office
Hong Kong office: World Trust Tower, 50 Stanley Street, Central, Hong Kong
Taiwan Office: Cathay Landmark, 68 Zhongxiao E. Road, Xinyi District, Taipei, Taiwan
USA Office: Financial District, 1 Market Street, San Francisco, CA 94105, United States
About us
Team’s Profile
Meet the team
We recognize that success in the competitive investment industry hinges on having a skilled and experienced team. Our team is comprised of professionals with diverse backgrounds and expertise in portfolio evaluation, risk management, due diligence, research and investment. Their varied experiences bring invaluable insights, enabling us to craft robust, innovative investment strategies that are tailored to meet your family’s unique goals.
Co-Director
Michael li
Michael Li is the Co-Director of CrestView Family Office, where he leads strategic planning and overseas portfolio management. He holds an MBA from Columbia Business School and a Bachelor’s degree in Economics from UCLA. With over 15 years of experience in wealth management and private equity, Michael has a proven track record of guiding families through complex financial landscapes. He is a Chartered Financial analyst (CFA) and is dedicated to fostering long-term client partnerships built on trust and performance.
Co-Director
Jason Chen
Jason Chen is the Co-Director of CrestView Family Office, where he focuses on estate planning, operations and succession strategies. He earned his Master’s from the University of Hong Kong and a Bachelor’s degree in Business Administration from UC Berkeley. With a background in law and over a decade of experience advising high-net worth families, Jason specializes in crafting personalized plans that ensure the smooth transfer and preservation of wealth. He is a Certified Trust and Fiduciary Advisor (CTFA) and is recognized for his collaborative, client-centered approach.
Experience Meets Insight
Behind the scenes, our dedicated back-end office team ensures that ouroperations, trading, and reporting processes run seamlessly and efficiently.Meanwhile, our relationship managers focus on cultivating and maintainingstrong, long-lasting relationships with our clients, ensuring that your needs aremet with the highest level of service and attention.
Principal Analyst
Alice Poh
Alice is the principal analyst at CrestView Family Office where she specializes in investment research and portfolio analysis. Alice supports the firm’s strategic decision-making by providing in-depth market insights and performance evaluations. She is known for her precision to delivering actionable intelligence that drives client success.
Senior Analyst
Damien Li
Damien is a senior analyst specializing in risk analysis and due diligence for CrestView Family Office. With a keen eye for identifying financial and operational risks, he supports investment decisions through thorough research and data-driven insights. Damien plays a key role in safeguarding the firm’s interest andensuring informed, strategic outcomes for its
portfolio.
Gordon Fo
Gordon Fo
As Relations Manager at CrestView Family Office, Gordon is responsible for fostering strong partnerships and maintaining trusted relationships with clients and stakeholders. With a focus on discretion, responsiveness and service excellence, Gordon ensures that the needs of families and partners are met with care and professionalism.
Legal Consultant
Rebekah Chau
Rebekah serves as Legal Consultant at CrestView Family Office, providing expert guidance on regulatory compliance, contract structuring and legal risk management. With a strong background in corporate and private wealth law, she supports the firm’s investment and operational activities by ensuring legal integrity and strategic alignment.
©Copyright 2025 - Turnkey Project - Design by Ziggy’s Studio
About
Home
Family Office
The Team
Contact us
Our Office
Hong Kong office: World Trust Tower, 50 Stanley Street, Central, Hong Kong
Taiwan Office: Cathay Landmark, 68 Zhongxiao E. Road, Xinyi District, Taipei, Taiwan
USA Office: Financial District, 1 Market Street, San Francisco, CA 94105, United States
©Copyright 2025 - Turnkey Project - Design by Ziggy’s Studio
About
Home
Family Office
The Team
Contact us
Our Office
Hong Kong office: World Trust Tower, 50 Stanley Street, Central, Hong Kong
Taiwan Office: Cathay Landmark, 68 Zhongxiao E. Road, Xinyi District, Taipei, Taiwan
USA Office: Financial District, 1 Market Street, San Francisco, CA 94105, United States