Family Office
Heritvest Family Office Pty Ltd
Heritvest Family Office, based in Melbourne, and established in 2024, has its origins with Ruicheng Group, a multi-family which was established in Shanghai in 2020 by the Chinese parent company Yixin Wealth.
Headquarters
Melbourne, Victoria
Website
www.heritvest.com.au/#Asset classes & sectors
DiversifiedReal Assets
Decision-makers
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Investment Committee Member
David Sokulsky
Investment Committee Member
May Liu
Chief Operating Officer
Shang Xiao
Co-President, Yixin Wealth, & President, Ruicheng Family Office
Wilson Law
Investment Analyst
George Nassios
Chief Investment Officer
Will Zhang
Chief Executive
Zai Shanman
Chief Executive, Heritvest Wealth Management, Hong Kong
Members only
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