The 2021 Family Office Summit

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

Register or Request for Agenda:
events@caproasia.com

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

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

Oi Yee Choo
ADDX

Richard Grasby
RDG Fiduciary Services

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 & 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 – Group Head of Family Office, Wealth Planning and Insurance Solutions at DBS Private Bank
James Cheo – Chief Investment Officer, Southeast Asia for Private Banking and Wealth Management at HSBC
Bill Johnston – Chief Commercial Officer of Private Client at Mercer
Maud Savary-Mornet – Senior Advisor at Global Impact Investing Network (GIIN)
Richard Grasby – Founder of RDG Fiduciary Services
Oi Yee Choo – Chief Commercial Officer ADDX (Former Head of Investment Banking UBS, Morgan Stanley, Nomura)
And many more

  • 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: events@caproasia.com

  • 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 & 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 – Group Head of Family Office, Wealth Planning and Insurance Solutions at DBS Private Bank
    • James Cheo – Chief Investment Officer, Southeast Asia for Private Banking and Wealth Management at HSBC
    • Bill Johnston – Chief Commercial Officer of Private Client at Mercer
    • Maud Savary-Mornet – Senior Advisor at Global Impact Investing Network (GIIN)
    • Richard Grasby – Founder of RDG Fiduciary Services
    • Oi Yee Choo – Chief Commercial Officer ADDX (Former Head of Investment Banking UBS, Morgan Stanley, Nomura)
    • 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 – 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 events@caproasia.com

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