The 2021 Family Office Summit

The 2021 Family Office Summit will take place as a virtual conference in November 2021.  Join single family offices and family office professionals .

How do you navigate your family office?

Family Office in a Changing World

The 2021 Family Office Summit is a private event for family office. 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 find out more on how to navigate family office in a changing world.

The COVID-19 pandemic had severely tested and strained family offices, investments and core businesses for some family offices.  Some family offices’ asset value have declined sharply and succession plans are in jeopardy.  Some family offices have done well during the crisis, and with the new wealth that will soon setup new family offices or investment companies to manage their fast-growing tens of millions, hundreds of millions or billions of new assets.

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) 2021 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

Hear from Family Office Experts

• Dixon Wong – Head of Financial Services and Global Head of Family Office at InvestHK
• Eva Law – Founder & Chairman of Association of Family Offices in Asia
• Edith Ang – Co-Head of Family Office Advisory Asia-Pacific & Senior Family Governance Advisor at HSBC Global Private Banking
• Ng Aik-Ping – Co-Head of Family Office Advisory Asia-Pacific & Senior Family Governance Advisor at HSBC Global Private Banking
• Woon Shiu Lee – Regional Head of Family Office, Wealth Planning and Insurance Solutions at DBS Private Bank
• Desmond Teo – Asia-Pacific Family Enterprise Leader at EY
• Bill Johnston – Chief Commercial Officer of Private Client at Mercer
• Richard Grasby – Founder of RDG Fiduciary Services
• Maud Savary-Mornet – Senior Advisor at Global Impact Investing Network (GIIN)
• Oi Yee Choo – Chief Commercial Officer ADDX (Former Head of Investment Banking UBS, Morgan Stanley, Nomura)
• TBA – HSBC Global Private Banking (Southeast Asia)
• And many more

The Program

Day 1 – 10th November 2021 (Wednesday)

• 1230 pm: Welcome & Networking

Session 1: Landscape of Family Office

• 1 pm: Landscape of Family Office – Presentation by Dixon Wong, InvestHK
• 115 pm: Landscape of Family Office – Panel
• 2 pm: Impact of Government Policies, Tax, Legal & Risks – Presentation by Desmond Teo, EY
• 215 pm: Impact of Government Policies, Tax, Legal & Risks – Panel
• 245 pm: Break & Networking 

Session 2: Managing Family Office

• 3 pm: Managing Family Office – Presentation
• 315 pm: Managing Family Office, Assets & Investments – Panel
• 4 pm: Building & Strengthening a family office – Panel
• 430 pm: Networking 

Day 2 – 10th November 2021 (Thursday)

• 1230 pm: Welcome & Networking

Session 3A: Navigating family office in a changing world

• 1 pm: Navigating family office in a changing world – Presentation
• 115 pm: Navigating family office in a changing world – Panel
• 2 pm: Opportunities for a family office – Panel
• 245 pm: Break & Networking 

Session 3B: Navigating family office in a changing world

• 3 pm: Challenges, Opportunities, Common Issues, Impact of FO, What’s New – Presentation
• 315 pm: Challenges, Opportunities, Common Issues of Family Office
• 4 pm: What’s New & Impact of family office on economy & society
• 430 pm: Networking