The 2021 Family Office Summit

New York   London   Hong Kong   Singapore   Dubai   Zurich   Shanghai   Tokyo   Sydney

Financial Professionals

Family Office in a Changing World

15,000+ Family Offices

Join 300 + family offices &

family office professionals

10th & 11th November 2021
1 – 5 pm (HK/SG Time)
Virtual Conference

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 and family office professionals. Join as delegate, speaker or sponsor.  Early-bird pricing ends on 15th October 2021

[email protected]

Learn & Network

A Private Event for Family Offices

Join 300 + single family offices and family office professionals from Asia-Pacific, Europe, Middle-East and Americas at The 2021 Family Office Summit
  • Overview

    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

  • The Speakers

    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

    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 

2020 Family Office Special Coverage

Do you know, there are around 2,800 billionaires, 290,000 UHNWs and 15,000 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

The 2020 Family Office Series – Highlights

Family Office – Special Interviews

Dixon Wong, Head of Financial Services at InvestHK

” Better to ask the way than to go astray “

Shantini, Southeast Asia Tax Leader at Deloitte Private

” It is quite common for tax authorities to raise queries “

Sylvene Fong, Partner & Head of Private Enterprise HK
Jackey Tse, Director of Family Consulting & Family Enterprise

” A good family office should help to prevent disputes or issues from happening “

” Try to fix things when in good times “

Cem A. Azak, Executive Chairman of Crossinvest (Asia)

” Unique investment opportunities as good assets are undervalued “

Richard Grasby, Founder of RDG Fiduciary

” Do a family office properly, or don’t “

Family Office Reports

UBS Global Family Report 2020 | View

KPMG Global Family Business Tax Monitor 2020 | View

Credit Suisse Global Wealth Report 2020 | View

Wealth-X: The Billionaire Census 2020 | View

Top Family Office Reports in 2020 | View

Top Global Wealth Reports in 2020 | View

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