The 2021 Family Office Summit

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The 2021 Family Office Summit

Financial Professionals
Private Banker

Family Offices

Family Office
Family Office in a Changing World

The 2021 Family Office Summit

10th & 11th November 2021 | Virtual Conference

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


  • Single Family Offices
  • Multi-Family Offices
  • Family Office Professionals

Join us as speaker, presenter, moderator, panelist, host, sponsor or delegate | A Private Event for Family Office

Caproasia Events

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.

2022 Calendar

  • The 2022 ESG / Sustainable Investment Summit
  • The 2022 Capital Markets Summit
  • The 2022 Investment Summit
  • The 2022 Private Wealth Summit
  • The 2022 Family Office Summit
  • The 2022 CEO & Entrepreneur Summit

We invite you to Caproasia Events

  • Do you manage $20 million to $3 billion of assets?
  • Do you invest $3 million to $300 million daily?

Join us as delegates, speakers, sponsors and partners.  Meet great people at the right place. Contact us at [email protected]

2021 Investment Outlook

James Cheo, CIO (SEA) at HSBC Private Bank | View

” Capital is going to flow into asset classes that provide growth and income “


Tuan Huynh, CIO (Europe & Asia) at Deutsche Private Bank | View

” Invest in key themes that will play an increasing role in long-term global development “


Cameron Systermans, Portfolio Manager at Mercer | View

” Positive outlook on risk assets over the next 1-3 years “

” Better to ask the way than to go astray “

Dixon Wong, Head of Financial Services at InvestHK

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

Shantini, Southeast Asia Tax Leader at Deloitte Private

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

Sylvene Fong, Partner & Head of Private Enterprise HK at KPMG China

” Try to fix things when in good times “

Jackey Tse, Director of Family Consulting & Family Enterprise at KPMG China

” Unique investment opportunities as good assets are undervalued “

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

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

Richard Grasby, Founder of RDG Fiduciary

Driving $25 trillion assets in Asia
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