Join 200+ family office, family office professionals & investment managers in Hong Kong & Singapore
Hong Kong | 9th / 16th April & 15th Oct 2026
Singapore | 23rd / 30th April & 5th Nov 2026
120+ family offices & professionals in Hong Kong & Singapore
A private gathering for family offices. View program, speakers & register below.
Join 2026 Family Office Summits. Complimentary passes available for family offices*
For qualified single family offices and pure multi-family offices
View 2026 Family Office Summit | Register
The 2026 Investment Day | 12 to 3 pm
For Family Office Investment Team – Hedge Funds, Private Equity, Venture Capital, Multi-Asset etc
Hong Kong – March / April / July / Sept / Oct
Singapore – March / April / July / Sept / Nov
View Investment Day | Register
Family Office in a Changing World
20,000+ Family Offices
Sessions:
- Session 1: Overview / Landscape of Family Office (9 am)
- Session 2: Managing Family Office (950 am)
- Session 3: Common Issues, Fraud, Lawsuits, Disputes in Family Office (1050 am)
- Special Presentation – Private Markets Investment for Family Office (1135 am)
-
- Session 4: Global Asset Allocation & Investment Outlook (1250 pm)
- Session 5A: Managing Core Investments in Family Office (1 pm)
- Session 5B: New Investment Opportunities for Family Office (140 pm)
- Session 6: Navigating Family Office in a Changing World (220 pm)
- Session 7: Networking & Breakout Corners (3 pm)
Registration / Breaks & Lunch:
- Registration: 830 am
- Break: 1030 am
- Lunch: 1145 am
- Break: 220 pm
High Quality Family Offices
Total $20 billion AUM
Average $447 million AUM
60% with > $300 million AUM
40+ FOs (80% SFOs / 20% Pure MFOs)
10+ Fund Managers
10+ Family Office Professionals
Join 120+ family offices &
family office professionals
2026 Schedule
Hong Kong – 9th / 16th April
Singapore – 23rd / 30th April
Hong Kong – 15th Oct
Singapore – 5th Nov
How do you navigate your family office?
How do you manage $30 million, $300 million or $3 billion?
Hear from family office experts and build new connections with single family offices, family office professionals, investment managers & service providers. Join as delegate, speaker or sponsor. Limited single family office passes are available.
Register or Request for Agenda:
[email protected]
The 2025 Family Office Summit – Oct & Nov
Family Office Speakers Singapore
A Private Event for Family Offices in Singapore 6th Nov 2025
Han Junwei
Allen & Gledhill
Klenn Yeo
Deloitte Singapore
Adrian Zuercher
UBS AG
Rachael Callaghan
Baillie Gifford
Karol Piovarcsy
ZDR Investments
Vikna Rajah
Rajah & Tann Singapore
Daniel Yu
Lattice Financial
Roger Zhu
Winfield Global Capital (MFO)
Ali Mohammed
Positive Investment Enterprise
Vishal Harishchandra
The Valkin Group (SFO)
Sean Low
Golden Vision Capital (Singapore) (SFO)
Sarah A Lee
Myristica Asia (SFO)
Benjamin Szeto
1291 Group
Felicia Heng
Wise Purpose
Traveen Gulrajani
Plutus Partners LLP (SFO)
Quek Ling Yi
Dentons Rodyk & Davidson LLP
Hear from Family Office Experts
How do you navigate your family office in a changing world?
Singapore 6th November at Amara Sanctuary Resort | 830 am to 3 pm
Klenn Yeo – Partner, Deloitte Singapore
Vikna Rajah – Head of Tax and Private Wealth, Rajah & Tann Singapore
Han Junwei – Counsel, Co-Head of Private Wealth, Allen & Gledhill
Quek Ling Yi – Partner, Dentons Rodyk & Davidson LLP
Benjamin Szeto – Partner, 1291 Group and Advisor, Single Family Office
Adrian Zuercher – Co-Head CIO Global Asset Allocation and Co-Head CIO Global IM APAC, UBS AG
Rachael Callaghan – Investment Specialist, Baillie Gifford
Daniel Yu – Founder & CEO, Lattice Financial
Karol Piovarcsy – Member of the Board of Directors, ZDR Investments
Ali Mohammed – CEO (Chairman), Positive Investment Enterprise
Felicia Heng – Founder & Managing Partner, Wise Purpose
Roger Zhu – Chief Executive Officer, Winfield Global Capital (MFO)
Vishal Harishchandra – Founder, Chairman & CEO, The Valkin Group (SFO)
Sarah A Lee – Director of Investments, Myristica Asia (SFO)
Sean Low – CEO & CIO, Golden Vision Capital (Singapore) (SFO)
Traveen Gulrajani – Founder & CIO, Plutus Partners LLP (SFO)
Join as Speaker, Panelist, Moderator, Presenter, Sponsor: [email protected]
Sessions:
- Session 1: Overview / Landscape of Family Office (9 am)
- Session 2: Managing Family Office (945 am)
- Session 3: Common Issues, Tax, Fraud, Lawsuits, Disputes in Family Office (1050 am)
- Session 4: Global Asset Allocation & Investment Outlook (1240 pm)
- Session 5A: Managing Core Investments in Family Office (1250 pm)
- Session 5B: New Investment Opportunities for Family Office (130 pm)
- Session 6A: Navigating Family Office in a Changing World (220 pm)
- Session 6B: Networking & Breakout Corners
Registration / Breaks & Lunch:
- Breakfast & Registration: 830 am
- Break: 1030 am
- Lunch: 1140 am
- Break: 220 pm
Family Office Speakers Hong Kong
A Private Event for Family Offices in Hong Kong 16th Oct 2025
Ka Yan Pau
Deloitte Private
Karina Wong
EY
Christine Wong
Bank of Singapore
Peter Lee
LGT Private Banking
Kang Wei
Stephenson Harwood
Guy Norman
Deloitte Private
Meng Li
UBS
Jacqueline Pang
HSBC Asset Management
Richard Grasby
Appleby
Daniel Yu
Lattice Financial
Kelvin Chan
ShoreVest Partners
Fujia Liu
E Fund Management
Colin Chau
Plutus Asset Management (MFO)
Josephine Wu
Aionious Management (OCIO / SFO)
Hear from Family Office Experts
How do you navigate your family office in a changing world?
Hong Kong 16th October at Ritz Carlton | 830 am to 3 pm
Karina Wong – Greater China Private Tax Co-Leader & Greater China Family Enterprise Leader, EY
Christine Wong – Managing Director and Head of Family Office & Wealth Advisory, Bank of Singapore (HK Branch)
Peter Lee – Managing Director, Head of Family Office Services (Hong Kong), LGT Private Banking
Guy Norman – Senior Partner, Deloitte Private
Ka Yan Pau – Tax Partner, Deloitte Private
Wei Kang – Partner, Stephenson Harwood
Richard Grasby – Partner, Appleby
Meng Li – Global Cross Asset Senior Strategist, UBS Chief Investment Office
Jacqueline Pang – Head of ETF & Indexing Sales, Asia Pacific, HSBC Asset Management
Fujia Liu – Director, Senior Equity Product Strategist, E Fund Management
Daniel Yu – Founder & CEO, Lattice Financial
Kelvin Chan – Director of Client Solutions (Asia), ShoreVest Partners
Colin Chau – Chief Investment Officer, Plutus Asset Management (MFO)
Josephine Wu – Founder, Aionious Management (OCIO), and ex-CIO of Sapere Capital Management (SFO)
& more
Join as Speaker, Panelist, Moderator, Presenter, Sponsor: [email protected]
Sessions:
- Session 1: Overview / Landscape of Family Office (9 am)
- Session 2: Managing Family Office (945 am)
- Session 3: Common Issues, Tax, Fraud, Lawsuits, Disputes in Family Office (1050 am)
- Session 4: Global Asset Allocation & Investment Outlook (1240 pm)
- Session 5A: Managing Core Investments in Family Office (1250 pm)
- Session 5B: New Investment Opportunities for Family Office (130 pm)
- Session 6A: Navigating Family Office in a Changing World (220 pm)
- Session 6B: Networking & Breakout Corners
Registration / Breaks & Lunch:
- Breakfast & Registration: 830 am
- Break: 1030 am
- Lunch: 1140 am
- Break: 220 pm
Family Office Speakers Hong Kong
A Private Event for Family Offices in Hong Kong 10th April 2025
Christian Stewart
Family Legacy Asia
Anthony Lau
Deloitte
Roy Phan
Deloitte Private
Dr Henry Hau
Hong Kong Family Office Foundation (HKSFO)
Richard Grasby
Appleby
Pro Marshall Jen
The Chinese University of Hong Kong (CUHK)
Patrick Stokvis
Third Bridge
Deep Singh
AsiaLinq Investments
Patricia Woo
Squire Patton Boggs
Elaine Chow
Trinity Capital
Carman Chan
Click Ventures
Mattan Lurie
VenturesLab
Kenny Man
01Fintech
Shannon Chow
Hamilton Lane
Hear from Family Office Experts
How do you navigate your family office in a changing world?
Hong Kong 10th April at Ritz Carlton | 830 am to 345 pm
Anthony Lau – Hong Kong Leader, Deloitte Private and International Tax Services Partner, Deloitte China
Dr Henry Hau – Convener & Founding Member of Family Office Foundation Hong Kong (SFOHK) and CEO, Infinity Family Office
Prof Marshall Jen – Executive Director, Centre for Family Business, The Chinese University of Hong Kong (CUHK)
Roy Phan – Tax Partner, Deloitte Private
Richard Grasby – Partner, Appleby
Patricia Woo – Partner & Global Co-Head of Family Office Cross-Practice Team, Squire Patton Boggs
Christian Stewart – Managing Director, Family Legacy Asia
Patrick Stokvis – Head of Content & Strategy, Pan-Asia, Third Bridge
Shannon Chow – Managing Director & Head of Greater China Client Solutions, Hamilton Lane
Deep Singh – Founder, CrediLinq AI and CEO, AsiaLinq Investments
Kenny Man – Founder & Managing Partner, 01Fintech
Carman Chan – Founder & Managing Partner, Click Ventures (SFO)
Elaine Chow – Managing Partner, Trinity Capital (SFO)
Mattan Lurie – Portfolio Manager, VenturesLab (SFO)
& many more
Join as Speaker, Panelist, Moderator, Presenter, Sponsor: [email protected]
Sessions:
- Session 1: Overview / Landscape of Family Office (9 am)
- Session 2: Managing Family Office (945 am)
- Session 3: Common Issues, Tax, Fraud, Lawsuits, Disputes in Family Office (1050 am)
- Special Presentation – Private Markets Investment for Family Office (1135 am)
-
- Session 4: Global Asset Allocation & Investment Outlook (1250 am)
- Session 5A: Direct Investments in Family Office (1 pm)
- Session 5B: New Investment Opportunities for Family Office (140 pm)
- Session 6: Navigating Family Office in a Changing World (220 pm)
- Session 7: Networking & Breakout Corners
Registration / Breaks & Lunch:
- Breakfast & Registration: 830 am
- Break: 1030 am
- Lunch: 1145 am
- Break: 315 pm
Learn & Network
A Private Event for Family Offices
Join 200 + single family offices and family office professionals
The 2024 Family Office Summit in Hong Kong & Singapore
Family Office Speakers Singapore
A Private Event for Family Offices in Singapore 7th November 2024
Manish Tibrewal
Farro Capital (MFO)
Roger Chi
1291 Asia
Richard Schaupp
Clarion Partners (Franklin Templeton)
James Cheo
HSBC
Tan Woon Hum
Shook Lin & Bok
Emily Hui
Legacy Trust
Zac Lucas
Spencer West
Eric Bergey
Aldar Properties
Nicholas Chew
Grosvenor Asset Management (SFO)
Veiverne Yuen
Blauwpark Partners (SFO)
Vishal Harishchandra
The Valkin Group (SFO)
Stephanie Loo
Franklin Templeton
Jonathan Fein
Treïs
Sarah A Lee
Myristica Asia (SFO)
Roger Zhu
Winfield Global Capital (MFO)
Sim Wei-En
Pacific Asset Management (SFO)
Hear from Family Office Experts
How do you navigate your family office in a changing world?
Singapore 7th November at Amara Sanctuary Resort | 830 am to 345 pm
James Cheo – Chief Investment Officer, Southeast Asia, Global Private Banking & Wealth, HSBC
Richard Schaupp – Managing Director, Portfolio Manager, Clarion Partners (Franklin Templeton)
Stephanie Loo – Vice President, Financial Institutions, Franklin Templeton
Eric Bergey – Assistant Vice President, Wealth Management, Aldar Properties
Roger Chi – Chief Executive Officer, 1291 Asia
Zac Lucas – Partner & Head Private Client Asia, Spencer West
Tan Woon Hum – Partner & Head of Trust, Asset & Wealth Management Practice, Shook Lin & Bok LLP
Emily Hui – Head of Commercial, Legacy Trust
Manish Tibrewal – Co-founder, Farro Capital (MFO)
Roger Zhu – Chief Executive Officer, Winfield Global Capital (MFO)
Veiverne Yuen – Partner, Blauwpark Partners (SFO)
Vishal Harishchandra – Founder, Chairman & CEO, The Valkin Group (SFO)
Nicholas Chew – Investments, Grosvenor Asset Management (SFO)
Sarah A Lee – Director of Investments, Myristica Asia (SFO)
Sim Wei-En – Chief Investment Officer, Pacific Asset Management (SFO)
Jonathan Fein – APAC Director, Treïs (SFO)
Sessions:
- Session 1: Overview / Landscape of Family Office (9 am)
- Session 2: Managing Family Office (950 am)
- Session 3: Common Issues, Tax, Fraud, Lawsuits, Disputes in Family Office (11 am)
- Session 4: Managing Core Investments in Family Office (1 pm)
- Session 5: New Investment Opportunities for Family Office (140 pm)
- Session 6: Navigating Family Office in a Changing World (220 pm)
- Session 7: Networking & Breakout Corners
Registration / Breaks & Lunch:
- Breakfast & Registration: 830 am
- Break: 1030 am
- Lunch: 1145 am
- Break: 315 pm
Family Office Speakers Hong Kong
A Private Event for Family Offices in Hong Kong 17th October 2024
Emily Hui
Legacy Trust
Ming Lam
EY
Dr Henry Hau
Hong Kong Family Office Foundation
Christian Stewart
Family Legacy Asia
Kevin Lee
Stephenson Harwood
Peter Lee
KPMG China
Dr Andrew Lo
UBS
Meng Li
UBS
Josephine Wu
Aionious Management
Jack Gillingham
Aldar Properties
Tim Huang
Lexington Partners (Franklin Templeton)
Colin Chau
Plutus Asset Management (MFO)
Elaine Chow
Trinity Capital (SFO)
Mattan Lurie
VenturesLab (SFO)
Hear from Family Office Experts
How do you navigate your family office in a changing world?
Hong Kong 17th October at St Regis | 830 am to 345 pm
Ming Lam – Partner, Financial Services Tax, EY
Peter Lee – Partner, Family Advisory, Private Enterprise, KPMG China
Dr Andrew Lo – Head A&S Family Advisory North Asia, Global Wealth Management, UBS
Meng Li – Senior Strategist, CIO Global Cross Asset, UBS
Tim Huang – Partner, Lexington Partners (Franklin Templeton)
Kevin Lee – Partner, Stephenson Harwood
Emily Hui – Head of Commercial, Legacy Trust
Christian Stewart – Managing Director, Family Legacy Asia
Jack Gillingham – Vice President, Dubai & International Sales, Aldar Properties
Dr Henry Hau – CEO, Infinity Family Office (MFO) and Convener & Founding Member of Hong Kong Family Office Foundation
Elaine Chow – Managing Partner, Trinity Capital (SFO)
Mattan Lurie – Portfolio Manager, VenturesLab (SFO)
Colin Chau – Chief Investment Officer, Plutus Asset Management (MFO)
Josephine Wu – Founder, Aionious Management (OCIO) and ex-CIO of Sapere Capital Management (SFO)
Sessions:
- Session 1: Overview / Landscape of Family Office (9 am)
- Session 2: Managing Family Office (950 am)
- Session 3: Common Issues, Tax, Fraud, Lawsuits, Disputes in Family Office (11 am)
- Session 4: Managing Core Investments in Family Office (1 pm)
- Session 5: New Investment Opportunities for Family Office (140 pm)
- Session 6: Navigating Family Office in a Changing World (220 pm)
- Session 7: Networking & Breakout Corners
Registration / Breaks & Lunch:
- Breakfast & Registration: 830 am
- Break: 1030 am
- Lunch: 1145 am
- Break: 315 pm
Learn & Network
A Private Event for Family Offices
Join 200 + single family offices and family office professionals
The 2024 Family Office Summit in Hong Kong & Singapore
-
Overview
The Family Office Summit
The Family Office Summit takes place yearly in Hong Kong & Singapore in April & October / November. Join single family offices and family office professionals.
How do you navigate your family office?
Family Office in a Changing World
The Family Office Summit is a private event for family office. Hear from leading family office experts, institutes, private banks, family offices and many more.
Family Office Summit is a private event for family office. How do you navigate your family office? How do you manage $300 million or $3 billion? Hear from leading family office experts, institutes, private banks, family offices and many more. Learn about the landscape of family office, growing billionaires, UHNWs & new family offices, trends & impact of China & Chinese family offices, impact of government policies, tax, legal and risks. Get exclusive insights on managing family office, managing assets & investments for family offices, building & strengthening a family office. And learn more on how to navigate your family office in a changing world.
Family offices manage assets of the wealthiest people in the world. In 2022, there are around 2,600+ billionaires, 220,000+ (Capgemini) / 392,000+ (Altrata ~ formerly Wealth-X) UHNWs and 20,000+ family offices worldwide. Billionaires and UHNWs setup family offices, with assets ranging from $300 million to $3 billion, and some with more than $10 billion assets. Newer family offices are also setting up family offices with $20 million to $100 million.
For family offices, new billionaires and UHNWs, managing wealth & assets in a changing world is no longer a smooth sailing and predictable journey. What should family office do? How do family offices navigate in a changing world?
Agenda / Topics
A) Landscape of family office
- Overview & trends in family office
- Growing billionaires, UHNWs and new family offices
- Trends & impact of China & Chinese family offices
- Impact of Government Policies, Tax, Legal & Risks
B) Managing family office
- SFO, MFO & Private Investment Co.
- Managing Assets & Investments for family offices
- Building & Strengthening a family office
C) Navigating family office in a changing world
- Challenges for a family office
- Opportunities for a family office
- Common issues in a family office
- Impact of family office on economy & society
- What’s new for family office
Attendees:
- Single Family Offices
- Multi-Family Offices
- Family Office Professionals
-
Event Info
Event Info:
- Time: 830 am to 3 pm (HK / SG Time)
- Format: Speakers, Presentations & Panel Discussions, Networking Sessions & more
- Theme: Family Office in a Changing World
Complimentary passes available for qualified single family offices (limited).
Why Attend:
- More than 10 family office experts will be sharing their insights at the summit.
- Join single family offices, multi-family offices and family office professionals | A Private Event for Family Office
- How do you manage $30 million, $300 million or $3 billion in your family office?
- How do you navigate your family office in a changing world?
- Stay ahead. Pre-Register today and receive special early-bird pricing.
For Registration: Click here
Hear from family office experts and build new connections with single family offices and family office professionals. Join as delegate, speaker or sponsor. Contact: [email protected] | [email protected]
Contact: [email protected]
-
The Program
The Family Office Summit
- 830 am: Registration
Morning Session (9 am to 1145 am):
-
- 900 am: Introduction & Opening
- 905 am: Session 1 – Overview / Landscape of Family Office
- 10 am: Session 2 – Managing Family Office
- 1030 am: Networking Break
- 11 am: Session 3 – Common Issues, Tax, Fraud, Lawsuits, Disputes in Family Office
- 1145 am: Lunch Break
Afternoon Session (1245 pm to 3 pm)
- 1245 pm: Session 4 – Managing Core Investments in Family Office
- 140 pm: Session 5 – New Investment Opportunities for Family Office in Private Markets
- 220 pm: Session 6 – Navigating Family Office in a Changing World
- 220 pm: Networking & Breakout Corners
-
Caproasia Events
Caproasia Events
Navigating a Changing World
2021 to 2030: A Decade of Constant Change
Our attendees are rain-makers, deal-makers, game-changers and risk-takers. Managing $20 million to $3 billion of assets, or investing $3 million to $300 million.
Meet Investment Managers, Financial Professionals, Professional Investors, Private Investors (UHNWs, HNWs), CEOs, Entrepreneurs, Business Leaders and Leading Consultants and Advisors. Advising institutions, billionaires, UHNWs, HNWs, CEOs, entrepreneurs and business leaders in Asia.
The Spring / Summer Events:
- The Investment Summit – March
- The Private Wealth Summit – April
- The Family Office Summit – April
- The CEO & Entrepreneur Summit – May
- The Capital Markets Summit – May
- The ESG & Sustainable Investment Summit – June
The Autumn / Winter Events:
- The CEO & Entrepreneur Summit – September
- The Capital Markets Summit – September
- The Private Wealth Summit – October
- The Investment Summit – October
- The Family Office Summit – November
More Events
- The Hedge Funds Summit
- The Private Market Summit
- The Alternative Investment Summit
- The Private Equity Summit
- The Tax, Legal & Risks Summit
- The Financial Centre Summit
- The Asia-Pacific Summit
- The China & Greater China Summit
- The Southeast Asia Summit
- The Business Leaders Summit
- The Investments & Deal Flow Summit
- And many more
Join us as delegates, speakers, sponsors and partners. Meet great people at the right place. Contact us at [email protected]
Do you know, there are around 2,700 billionaires, 325,000 UHNWs and 2,000 family offices in the world.
Learn how what billionaires like Lenovo founder Liu Chuan Zhi, Jack Ma and the Rockefeller Family had done in the family office space
Family Office Reports
Citi Global Family Office Insights 2023 | View
UBS Global Family Office Report 2023 | View
JP Morgan Private Bank Global Billionaires Study 2023 | View
Goldman Sachs Family Office Investment Insights 2023 | View
BlackRock Global Family Office Report 2023 | View
KPMG Global Family Business Tax Monitor 2023 Report | View
Driving $28 trillion assets in Asia
Capital Markets Investments Private Wealth