The 2021 Family Office Summit

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The 2022 Family Office Summit
8th & 9th November in Singapore / Virtual – Event Link

Financial Professionals

Family Office in a Changing World

15,000+ Family Offices

Join 160 + 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 25th October 2021.  Limited single family office passes are available.

Register or Request for Agenda:
[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

Find Family Office Services

What’s new and save weeks of searching

Private Banker

Find Family Office Services

FamilyOfficeHK – InvestHK offers a wide range of customised services, free of charge, to support your family office set up. It is also a central point of contact that can connect you with other relevant Government agencies and financial regulators, such as the Hong Kong Monetary Authority and Securities and Futures Commission.  InvestHK’s key areas of services include: Planning, Set-Up, Launch, Expansion. Visit: Website

InvestHK – InvestHK’s vision is to strengthen Hong Kong’s status as the leading international business location in Asia. Our mission is to attract and retain foreign direct investment which is of strategic importance to the economic development of Hong Kong. In all our services, we apply the following core values: passion, integrity, professionalism, customer service, business friendliness and responsiveness.   We work with overseas and Mainland entrepreneurs, SMEs and multinationals that wish to set up an office – or expand their existing business – in Hong Kong.  We offer free advice and services to support companies from the planning stage right through to the launch and expansion of their business. Visit: Website

Association of Family Offices in Asia (AFO) – Association of Family Offices in Asia (AFO) is a professional society in Asia that distinctively gathers single and multi family offices, the co-investors, solution providers and industry societies that serve family offices. AFO has more than 9000 institutional connectors and few hundreds of single and multi family office members, with investing net worth typically in excess of USD50 million.  Our mission is working with stakeholders in creating a better world. We wish to be useful and be trusted. We support the vision pursuance and address the diversified needs of the families, their family offices and the institutions that serve them.  Visit: Website

EY Family Enterprise – As trusted advisors to ambitious business-owning families, including more than 90% of the world’s top 500 family enterprises, EY teams have the experience and know-how to help the entire family enterprise — families, their family business and their family office — pursue growth opportunities while preserving values and building the family legacy. Drawing from more than 100 years of experience supporting the world’s most entrepreneurial families, EY Family Enterprise professionals are experienced in pinpointing and helping to optimize the drivers that impact family businesses’ growth and longevity, preserve wealth and culture, and solidify multigenerational legacies. Visit: Website

KPMG Private Enterprise – You know KPMG, you might not know KPMG Private Enterprise. We’re dedicated to working with businesses like yours. It’s all we do. Whether you’re an entrepreneur, a family business, or a fast growing company, we understand what’s important to you.  The KPMG Private Enterprise global network for Emerging Giants has extensive knowledge and experience working with the startup ecosystem. From seed to speed, we’re here throughout your journey. You gain access to KPMG’s global resources through a single point of contact – a trusted adviser to your company. It’s a local touch with a global reach.  KPMG is a global organization of independent professional services firms providing Audit, Tax and Advisory services. We operate in 147 countries and territories and have more than 219,000 people working in member firms around the world. Each KPMG firm is a legally distinct and separate entity and describes itself as such. Visit: Website

HSBC Global Private Banking – As part of the HSBC Group, one of the world’s largest banking and financial services organisations, HSBC Global Private Banking seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. HSBC Global Private Banking is the marketing name for the private banking business conducted by the principal private banking subsidiaries of the HSBC Group.  Visit: Website

DBS Private Banking – DBS is a leading financial services group in Asia with a presence in 18 markets. Headquartered and listed in Singapore, DBS is in the three key Asian axes of growth: Greater China, Southeast Asia and South Asia. The bank’s “AA-” and “Aa1” credit ratings are among the highest in the world.  In 2021, DBS Private Bank was also awarded “Best Asian Private Bank”, “Best for Investment Research in Asia”, “Best for Family Offices – Singapore” and “Best for ESG – Singapore” by Asiamoney, and “Best Private Bank For HWNIs in Asia” by The Asset, cementing its position as a leading wealth manager in Asia.  Visit: Website

DL Family Office – DL Holdings Group is a one-stop financial services group headquartered in Hong Kong with offices in Shanghai, San Francisco and Singapore. The Group holds licenses of Hong Kong Securities and Futures Commission, can engage in Type 1 (Dealing in Securities), Type 4 (Advising on Securities), Type 6 (Advising on Corporate Financing) and Type 9 (Asset Management) regulated activities. DL Group includes: DL Holdings Ltd., a listed mainboard company on HKEX (1709.hk), DL Family Office, DL Securities, and Alternative Investments Division to provide a full range customized global family wealth management and investment banking services. DL Holdings Group currently manages and invests more than 2 billion USD in assets.  Visit: Website

Private Client Services by Mercer – Private Client Services by Mercer (PCS) is a market leader in providing risk management propositions, with a focus on integrated life insurance solutions for High Net Worth (HNW) clients with their wealth planning needs in mind. With offices across Singapore, Hong Kong SAR, China Mainland, Geneva and Zurich, PCS works in close partnership with major private banks and trustees globally to serve HNW clients in over 50 markets. The businesses and entities of PCS form part of the global business network of Mercer, a business of Marsh McLennan (NYSE: MMC). Visit: Website

RDG Fiduciary Services – RDG Fiduciary Services provides expert consulting advice on a range of topics such as succession planning, family governance, trust structuring and provision of directorships especially for private trust companies and provision of trust protector (or similar).  RDG Fiduciary Services Limited is licensed in Hong Kong  as a Trust or Company Service Provider. The founder is Richard Grasby – based in Hong Kong since 2009.  Richard is admitted as a solicitor in England, Wales, British Virgin Islands (“BVI”), was also admitted in the Cayman Islands and has worked for some of the leading law firms including Maples, Ogier, SJ Berwin and Charles Russell Speechlys LLP.  He is regarded as one of Asia’s pre-eminent practitioners in the offshore private wealth sector. Visit: Website

Find Investment Managers

Global Impact Investing Network (GIIN) – The Global Impact Investing Network (GIIN) is the global champion of impact investing, dedicated to increasing the scale and effectiveness of impact investing around the world. The GIIN builds critical infrastructure and supports activities, education, and research that help accelerate the development of a coherent impact investing industry. The organization has a global network of more than 35,000 individuals on six continents and a formal network of member organizations including companies and institutions located in 50 countries. Visit: Website

Moonfare – Moonfare is an innovative and award-winning financial technology platform aiming at democratising private equity investment. Started in 2016, Moonfare has allowed high-net-worth individuals across Europe and Asia to access top private equity funds at minimums as low as USD $60,000 and lower fees. Our team of industry experts helps investors achieve extraordinary results through careful fund curation and a seamless digital experience. Moonfare sources private equity funds from some of the world’s top fund managers including the likes of KKR, Carlyle, EQT, SilverLake, Warburg Pincus.  With teams in Berlin, London, Hong Kong and Singapore, Moonfare is trusted by thousands of investors worldwide and currently has over $1.2 billion in assets under management.  Visit: Website

ADDX – ADDX (formerly iSTOX) is on a mission to democratise private market investing.  The global private market exchange makes the capital markets more efficient for issuers and investors, putting previously out-of-reach investments in the hands of underserved investors.  Using blockchain and smart contract technology, ADDX tokenises and fractionalises multi-asset securities such as private equity, wholesale bonds and unicorn funds, overcoming manual processes in the traditional issuance and investment space that have hitherto made it impossible to serve large numbers of smaller investors. The creation of regulated security tokens reduces the minimum investment ticket size for private market investments from USD 1 million to USD 20,000 or less.  This extends access to a much larger segment of accredited individual and corporate investors.   Today, the ADDX platform serves investors from 27 countries, spanning Asia Pacific, Europe, and the Americas. Visit: Website

Find Private Equity

Moonfare – Moonfare is an innovative and award-winning financial technology platform aiming at democratising private equity investment. Started in 2016, Moonfare has allowed high-net-worth individuals across Europe and Asia to access top private equity funds at minimums as low as USD $60,000 and lower fees. Our team of industry experts helps investors achieve extraordinary results through careful fund curation and a seamless digital experience. Moonfare sources private equity funds from some of the world’s top fund managers including the likes of KKR, Carlyle, EQT, SilverLake, Warburg Pincus.  With teams in Berlin, London, Hong Kong and Singapore, Moonfare is trusted by thousands of investors worldwide and currently has over $1.2 billion in assets under management.  Visit: Website

Find Family Offices / Co-Investments

Leonie Hill CapitalLeonie Hill Capital (LHC) is a Singapore based Single Family Office backed Investment Funds operating under the regulation of MAS with AUM of USD 2.8 billion and over 15 years of track record in Tech and Sustainable Investments generating superior returns alongside with value creation principles to generate positive, measurable, social and environmental impact. We drive strategic relationships with Family offices, Institutional Funds and Corporates in co-investments partnership and helps our portfolios to accelerate Intellectual Property and Enterprise Values capabilities aside capital contribution. Visit: Website

Valkin Group – The Valkin group is a family office based out of New York, London, Singapore and Hong Kong. It has global interests in tech, media, fashion, real estate, private equity, philanthropy, venture capital and trading. We finance and invest in growing businesses in developed markets. We look for businesses with established track records and strong management teams with a strong sustainability, diversity, impact and ESG thesis.  Visit: Website

Find Family Office Training Program

Henley Family Office Program – The Henley Family Office Program is a unique online program geared toward professionals in the Private Banking and Wealth Management space. Whether you are setting up your own family office, a practitioner wishing to take your career to the next level or looking for a role in the industry, this program will give you a comprehensive functional understanding and the boost you need.  It provides participants a unique opportunity to combine a full-time career with a world-class course leading to the award of the Henley Certificate in Family Office Management – a professional award from Henley Business School Executive Education. Visit: Website

Inflection Point Intelligence (IPI) – Inflection Point Intelligence (IPI), the global Financial Education Company, focuses on blending academic and practical teaching with active networking to bring the best career-related education to anyone with online access.  IPI offers the world-leading Henley Executive Hedge Fund Program and the Henley Family Office Program.  Professionals around the world have been able to advance their careers through a combination of practical content and face-to-face networking.  The IPI Career Network is a community of finance professionals and students committed to boosting their careers through lifelong learning and networking. Our community includes hundreds of professionals and spans 20+ countries in all regions of the world. Visit:

Family Office Publication

Caproasia Financial Media – Caproasia.com is the leading financial media platform in Asia. Covering capital markets, investments and private wealth in Asia for 10,000 + elite users. Driving $25 trillion of assets in Asia.  Our users are rainmakers, dealmakers, risk takers and game-changers. Each manage, advise and invest $20 million to $3 billion of assets in Asia.  Visit: Website

Family Office Magazine – Family Office Magazine is the most respected premium quality Family Office magazine in the world that caters to an ultra-wealthy audience who make up the wealthiest and most influential sector in the world. This is the predominant publication within the Family Office and UHNWI International Community. The publication is an authority on Family Office news and events and has contributions and articles from some of the Worlds most prominent Family Offices, Private Banks and Wealth Management Firms.  The reach and influence of Family Office Magazine is unparelled with the wealth space. There is no other publication in the world that has the reach and penetration with Family Offices, HNW and UHNW individuals. The publication also hosts events and partner with more than 300 premium events around the globe.   Free Subscription to Family Office Magazine for The 2021 Family Office Summit attendees ($150) | Email to [email protected] (CODE -FOM-21-COMP). Visit: Website

FS Private Wealth – The Journal of Family Office Investment is the definitive source of up-to-date and relevant reference articles, case studies and thought-provoking opinion pieces for the Australian family office and high net wealth community.  Subscription offer for FS Private Wealth: 20% off until 30 November 2021 with Code: PWFO21 Visit: Subscription Page

Family Office Experts

A Private Event for Family Offices

Dixon Wong
InvestHK

Desmond Teo
EY

Edith Ang
HSBC Global Private Banking

Woon Shiu Lee
DBS Private Bank

Eva Law
Association of Family Offices in Asia

Bill Johnston
Mercer
Private Client Services

Maud Savary-Mornet
Global Impact Investing Network (GIIN)

James Cheo
HSBC

Neo Sing Hwee
EY

Oi Yee Choo
ADDX

Winson Ng
Moonfare

Ng Aik-Ping
HSBC Global Private Banking

Travis Lee
KPMG

Wee Meng Thoo
Leonie Hill Capital (FO)

Vishal H. Kewalramani
Valkin Group (FO)

Crystal He
DL Family Office (MFO)

Veiverne Yuen
Blauwpark Partners (FO)

Rob Garrett
Hezar Ventures

Richard Grasby
RDG Fiduciary Services

Rebekah Woo
Pioneer Generation Group (FO)

Patricia Woo
Squire Patton Boggs

Angela R Wong,
James Chai & Partners

Hear from Family Office Experts

How do you navigate your family office in a changing world?

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
Desmond Teo – Asia-Pacific Family Enterprise Leader at EY
Edith Ang – Co-Head of Family Office Advisory, Asia-Pacific at HSBC Global Private Banking
Ng Aik-Ping – Co-Head of Family Office Advisory, Asia-Pacific at HSBC Global Private Banking
Woon Shiu Lee – Group Head of Family Office, Wealth Planning and Insurance Solutions at DBS Private Bank
Crystal He – CEO of DL Family Office
James Cheo – Chief Investment Officer, Southeast Asia for Private Banking and Wealth Management at HSBC
Neo Sing Hwee – Business Consulting Partner at EY
Travis Lee – Partner at KPMG
Bill Johnston – Chief Commercial Officer of Private Client Services by Mercer
Richard Grasby – Founder of RDG Fiduciary Services
Maud Savary-Mornet – Senior Advisor at Global Impact Investing Network (GIIN)
Winson Ng – Chief Investment Officer of Moonfare (Former Head of UBS Wealth Management Private Equity, Singapore GIC SVP)
Oi Yee Choo – Chief Commercial Officer ADDX (Former Head of Investment Banking UBS, Morgan Stanley, Nomura)
Rebekah Woo – CEO & CIO of Pioneer Generation Group (Family Office)
Wee Meng Thoo – Partner & Head Of Investments, Digital and Sustainability at Leonie Hill Capital (Family Office)
Vishal H. Kewalramani – Founder & CEO of Valkin Group (Family Office)
Rob Garrett – Managing Director & Co-founder Hezar Ventures
Veiverne Yuen – Founding Partner & Director of Blauwpark Partners
Patricia Woo – Partner in Hong Kong & Co-Head of the Family Office Practice at Squire Patton Boggs
Angela R Wong – Senior Partner and Head Wealth Management & Family Office Practice at James Chai & Partners

  • 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

  • Info & Pricing

    Event Info:

    • When: 10th & 11th Nov 2021
    • Time: 1 pm to 5 pm (HK / SG Time)
    • Venue: Virtual Conference
    • Format: Speakers, Presentations & Panel Discussions, Networking Sessions and more
    • Theme: Family Office in a Changing World

    Pricing

    • Family Offices: $1,000 (Early Bird $500, Member $250)
    • Family Office Professionals: $2,000 (Early Bird $500, Member $250)

    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.

    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

    Contact: [email protected]

  • 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
    • Desmond Teo – Asia-Pacific Family Enterprise Leader at EY
    • Edith Ang – Co-Head of Family Office Advisory, Asia-Pacific at HSBC Global Private Banking
    • Ng Aik-Ping – Co-Head of Family Office Advisory, Asia-Pacific at HSBC Global Private Banking
    • Woon Shiu Lee – Group Head of Family Office, Wealth Planning and Insurance Solutions at DBS Private Bank
    • Crystal He – CEO of DL Family Office
    • James Cheo – Chief Investment Officer, Southeast Asia for Private Banking and Wealth Management at HSBC
    • Neo Sing Hwee – Business Consulting Partner at EY
    • Travis Lee – Partner at KPMG
    • Bill Johnston – Chief Commercial Officer of Private Client Services by Mercer
    • Richard Grasby – Founder of RDG Fiduciary Services
    • Maud Savary-Mornet – Senior Advisor at Global Impact Investing Network (GIIN)
    • Winson Ng – Chief Investment Officer of Moonfare (Former Head of UBS Wealth Management Private Equity, Singapore GIC SVP)
    • Oi Yee Choo – Chief Commercial Officer ADDX (Former Head of Investment Banking UBS, Morgan Stanley, Nomura)
    • Rebekah Woo – CEO & CIO of Pioneer Generation Group (Family Office)
    • Wee Meng Thoo – Partner & Head Of Investments, Digital and Sustainability at Leonie Hill Capital (Family Office)
    • Vishal H. Kewalramani – Founder & CEO of Valkin Group (Family Office)

  • 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 – 11th 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 – Panel
    • 4 pm: What’s New & Impact of family office on economy & society – Panel
    • 430 pm: Networking

  • 2022 Events

    2022 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.

    2022 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

    2022 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]

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

Driving $25 trillion assets in Asia
Capital Markets Investments Private Wealth