The 2023 Family Office Summit

Join 200+ family office, family office professionals & investment managers in Hong Kong & Singapore

Hong Kong at Ritz Carlton | 25th Oct

Singapore at Amara Sanctuary Resort | 8th Nov

200+ family offices & professionals

A private gathering for family offices.  View program, speakers & register below.

Join 2024 Family Office Summits.  Complimentary passes available for family offices*

Financial Professionals

Family Office in a Changing World

20,000+ Family Offices

Sessions:

  • Session 1: Overview / Landscape of Family Office (9 am)
  • Session 2: Managing Family Office (950 am)
  • Session 3: Common Issues, Fraud, Lawsuits, Disputes in Family Office (11 am)
  • Session 4: Managing Core Investments in Family Office (1 pm)
  • Session 5: New Investment Opportunities for Family Office (140 pm)
  • Session 6: Navigating Family Office in a Changing World (220 pm)
  • Session 7: Networking & Breakout Corners (3 pm)

Registration / Breaks & Lunch:

  • Registration: 830 am
  • Break: 1030 am
  • Lunch: 1145 am
  • Break: 3 pm

Join 200+ family offices &

family office professionals

25th Oct 2023 – Hong Kong | Ritz Carlton
8th Nov 2023 – Singapore | Amara Sanctuary Resort
9th April 2024 – Hong Kong
16th April 2024 – Singapore
29th Oct 2024 – Hong Kong
5th Nov 2024 – Singapore

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, family office professionals, investment managers & service providers.  Join as delegate, speaker or sponsor.  Limited single family office passes are available.

Register or Request for Agenda:
[email protected]

The 2023 Family Office Summit

Winfield Global Capital
StoneX

Learn & Network

A Private Event for Family Offices

Join 200 + single family offices and family office professionals
The 2023 Family Office Summit in Hong Kong & Singapore

Family Office Speakers – Singapore

A Private Event for Family Offices in Singapore 8th Nov

Daphne Duan
Family Office HK

 

Dr Henry Hau
Hong Kong Family Office Foundation

Lee Woon Shiu
DBS Private Bank

Roger Zhu
Winfield Global Capital (MFO)

Beatrice Lion
True Global Ventures

Budi Akbarsyah
Indies Capital Partners

Tadahiro Fujimura
SPARX Asset Management

Anuj Kagalwala
PwC Singapore

Suzanne Johnston
Stephenson Harwood

Kian-Jin Khoo
JLL

Ling Yi Quek
Dentons Rodyk

Rose Chan
Suntera Global

Yogiraj A Nadgauda
RDA Investments

Sean Low
Golden Vision Capital

Vishal H. Kewalramani
The Valkin Group

Jonathan Fein
Treïs

Billy Naveed
Smile Group

Veiverne Yuen
Blauwpark Partners

Sim Wei-En
Pacific Asset Management

Mahesh Kumar
Farro Capital (MFO)

Hear from Family Office Experts

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

Singapore 8th Nov at Amara Sanctuary Resort | 830 am to 345 pm

Lee Woon Shiu – Managing Director & Group Head of Wealth Planning, Family Office & Insurance Solutions, DBS Bank and Board Member of DBS Foundation
Daphne Duan – Vice President, Family Office of Invest Hong Kong, The Government of Hong Kong SAR
Dr Henry Hau – Convener & Founding Member of Hong Kong Family Office Foundation, Managing Director & Chief Investment Officer of Kingkey Family Office
Roger Zhu – Chief Executive Officer, Winfield Global Capital
Anuj Kagalwala – Partner, Family Office & Private Wealth Tax Leader, PwC Singapore
Ling Yi Quek – Partner, Dentons Rodyk
Suzanne Johnston – Partner, Stephenson Harwood
Rose Chan – Director, Head of Private Wealth, Suntera Global
Tadahiro Fujimura – CIO, Senior Fund Manager, SPARX Asset Management
Budi Akbarsyah – Director, Indies Capital Partners
Beatrice Lion – General Partner, True Global Ventures
Kian-Jin Khoo – Head of Private Wealth, Capital Markets, APAC, JLL
Jonathan Fein – Asia Lead, Sustainability Investments, Treïs
Sean Low – CEO & CIO, Golden Vision Capital
Yogiraj A Nadgauda – Director, RDA Investments
Vishal H. Kewalramani – Founder, Chairman & CEO, The Valkin Group
Sim Wei-En – Chief Investment Officer, Pacific Asset Management
Billy Naveed – Head of Growth, Smile Group
Veiverne Yuen – Partner, Blauwpark Partners
Mahesh Kumar – Co-Founder, Farro Capital

Sessions:

  • Session 1: Overview / Landscape of Family Office (9 am)
  • Session 2: Managing Family Office (950 am)
  • Session 3: Common Issues, Tax, Fraud, Lawsuits, Disputes in Family Office (11 am)
  • Session 4: Managing Core Investments in Family Office (1 pm)
  • Session 5: New Investment Opportunities for Family Office in Private Markets (145 pm)
  • Session 6: Navigating Family Office in a Changing World (230 pm)
  • Session 7: Networking & Breakout Corners

Registration / Breaks & Lunch:

  • Breakfast & Registration: 830 am
  • Break: 1030 am
  • Lunch: 1145 am
  • Break: 315 pm

Introduction & Opening (9 am)

Session 1: Overview / Landscape of Family Office (905 to 950 am)

  • Lee Woon Shiu – Managing Director & Group Head of Wealth Planning, Family Office & Insurance Solutions, DBS Bank and Board Member of DBS Foundation
  • Daphne Duan – Vice President, Family Office of Invest Hong Kong, The Government of Hong Kong SAR
  • Dr Henry Hau – Convener & Founding Member of Hong Kong Family Office Foundation, Managing Director & Chief Investment Officer of Kingkey Family Office (SFO)
  • Moderator – Ling Yi Quek – Partner, Dentons Rodyk

Session 2: Managing Family Office (950 to 1030 am)

  • Lee Woon Shiu – Managing Director & Group Head of Wealth Planning, Family Office & Insurance Solutions, DBS Bank and Board Member of DBS Foundation
  • Roger Zhu – Chief Executive Officer, Winfield Global Capital (MFO)
  • Mahesh Kumar – Co-Founder, Farro Capital (MFO)
  • Moderator – Rose Chan – Director, Head of Private Wealth, Suntera Global

Session 3: Common Issues, Tax, Fraud, Lawsuits, Disputes in Family Office (1100 to 1145 am)

  • Anuj Kagalwala – Partner, Family Office & Private Wealth Tax Leader, PwC Singapore
  • Ling Yi Quek – Partner, Dentons Rodyk
  • Suzanne Johnston – Partner, Stephenson Harwood
  • Moderator – Rose Chan – Director, Head of Private Wealth, Suntera Global

Afternoon Session

Session 4: Managing Core Investments in Family Office (1255 to 140 pm)

  • Dr Henry Hau, Convener & Founding Member of Hong Kong Family Office Foundation, Managing Director & Chief Investment Officer of Kingkey Family Office (SFO)
  • Sean Low – CEO & CIO, Golden Vision Capital (SFO)
  • Yogiraj A Nadgauda – Director, RDA Investments (SFO)
  • Tadahiro Fujimura – CIO, Senior Fund Manager, SPARX Asset Management
  • Moderator – Sim Wei-En – Chief Investment Officer, Pacific Asset Management (SFO)

Session 5: New Investment Opportunities for Family Office (220 to 3 pm)

  • Budi Akbarsyah – Director, Indies Capital Partners
  • Beatrice Lion – General Partner, True Global Ventures
  • Veiverne Yuen – Partner, Blauwpark Partners (SFO)
  • Moderator – Vishal H. Kewalramani – Founder, Chairman & CEO, The Valkin Group

Session 6: Navigating Family Office in a Changing World (220 pm to 3 pm)

  • Jonathan Fein – Asia Lead, Sustainability Investments, Treïs (SFO)
  • Kian-Jin Khoo – Head of Private Wealth, Capital Markets, APAC, JLL
  • Billy Naveed, Head of Growth, Smile Group (SFO)
  • Moderator – Vishal H. Kewalramani – Founder, Chairman & CEO, The Valkin Group (SFO)

Family Office Speakers – HK

A Private Event for Family Offices in Hong Kong 25th Oct

Dr Henry Hau
Hong Kong Family Office Foundation

Brendon Wong
Family Office HK
Invest Hong Kong

Dr. Rocky Tung
Hong Kong Financial Services Development Council

Lee Woon Shiu
DBS Private Bank

Kenny Man
01Fintech

Mingchen Xia
Hamilton Lane

Shannon Chow
Hamilton Lane

Peter Hwang
PineBridge Investments

Yvette Chan
Alvarez & Marsal

Bowie Lau
True Global Ventures

Josephine Wu
SAPERE Capital Management

Crystal He
DL Family Office (MFO)

Barry Cheung
Future Data Group Limited

Bruce Cheung
Infinity Asset Management (MFO)

Cliff Ip
Wings Securities

Alan Tse
Jebsen Capital

Patricia Woo
Squire Patton Boggs

Bach Yeung
South China Financial Holding

Derrick Tan
WRISE Group Holdings (MFO)

Victor Kwok
Our Hong Kong Foundation

Mattan Lurie
VenturesLab

Leanna Chan
Quam Asset Management

Hear from Family Office Experts

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

Hong Kong 25th Oct at Ritz Carlton | 830 am to 5 pm

Brendon Wong – Deputy Global Head of Family Office, Invest Hong Kong, The Government of Hong Kong SAR
Dr Rocky Tung – Director, Head (Policy Research), Hong Kong Financial Services Development Council
Dr Henry Hau – Convener & Founding Member of Hong Kong Family Office Foundation, and Managing Director & Chief Investment Officer of Kingkey Family Office
Lee Woon Shiu – Managing Director & Group Head of Wealth Planning, Family Office & Insurance Solutions, DBS Bank and Board Member of DBS Foundation
Peter Hwang – Managing Director, Private Funds Group, PineBridge
Mingchen Xia – Managing Director & Co-Head of Asia Investments, Hamilton Lane
Shannon Chow – Managing Director & Head of Greater China Client Solutions, Hamilton Lane
Kenny Man – Co-Founder & Managing Partner, 01Fintech (Ex-Director of Alibaba, Head of International Investment Ant Group)
Bowie Lau – Founding Partner, True Global Ventures
Patricia Woo – Partner & Global Co-Head of Family Office Practice, Squire Patton Boggs
Yvette Chan – Managing Director, Alvarez & Marsal
Crystal He – CEO, DL Family Office
Derrick Tan – Chairman, WRISE Group Holdings
Cliff Ip – CEO & Co-Founder, Wings Securities
Alan Tse – General Manager, Jebsen Capital
Josephine Wu – Chief Investment Officer, SAPERE Capital Management
Victor Kwok – Assistant Research Director, Our Hong Kong Foundation
Leanna Chan – Senior Director, Quam Asset Management
Mattan Lurie – Portfolio Manager, VenturesLab
Bach Yeung – Head of Investment Counsellor, South China Financial Holding
Bruce Cheung – CEO, Infinity Asset Management
Barry Cheung – Executive Director & CEO, Future Data Group Limited

Sessions:

  • Session 1: Overview / Landscape of Family Office (9 am)
  • Session 2: Managing Family Office (10 am)
  • Session 3: Common Issues, Tax, Fraud, Lawsuits, Disputes in Family Office (1115 am)
  • Session 4: Managing Core Investments in Family Office (130 pm)
  • Session 5: New Investment Opportunities for Family Office in Private Markets (230 pm)
  • Session 6: Navigating Family Office in a Changing World (345 pm)
  • Session 7: Single Family Offices & Multi-Family Offices Breakout Sessions

Registration / Breaks & Lunch:

  • Breakfast & Registration: 830 am
  • Break: 1045 am
  • Lunch: 1215 am
  • Break: 315 pm

Introduction & Opening (9 am)

Session 1: Overview / Landscape of Family Office (915 to 955 am)

  • Brendon Wong – Deputy Global Head of Family Office, Invest Hong Kong, The Government of Hong Kong SAR 
  • Rocky Tung – Director, Head (Policy Research), Hong Kong Financial Services Development Council
  • Moderator – Cliff Ip – CEO & Co-founder of Wings Securities

Session 2: Managing Family Office (10 to 1045 am)

  • Lee Woon Shiu – Managing Director & Group Head of Wealth Planning, Family Office & Insurance Solutions, DBS and Board Member of DBS
  • Crystal He – Chief Executive Officer, DL Family Office
  • Moderator –  Leanna Chan, Senior Director, Quam Asset Management Limited (MFO) 

Session 3: Common Issues, Tax, Fraud, Lawsuits, Disputes in Family Office (1115 to 1215 pm)

  • Patricia Woo, Partner & Global Co-Head of Family Office Practice, Squire Patton Boggs
  • Yvette Chan, Managing Director, Alvarez & Marsal
  • Moderator – Lee Woon Shiu – Managing Director & Group Head of Wealth Planning, Family Office & Insurance Solutions, DBS and Board Member of DBS

Afternoon Session

Session 4: Managing Core Investments in Family Office (130 to 225 pm)

  • Henry Hau, Convener & Founding Member of Hong Kong Family Office Foundation, Chief Investment Officer of Kingkey Family Office (SFO)
  • Josephine Wu, Investment Director, SAPERE Capital Management
  • Alan Tse, General Manager, Jebsen Capital
  • Peter Hwang – PineBridge, Managing Director, Private Funds Group, Alternative Investments, Asia
  • Moderator – Bruce Cheung, CEO, Infinity Asset Management (MFO)

Session 5: New Investment Opportunities for Family Office (230 to 315 pm)

  • Shannon Chow – Managing Director & Head of Greater China Client Solutions, Hamilton Lane
  • Kenny Man – Co-Founder & Managing Partner of 01Fintech (Ex-Director of Alibaba, Head of International Investment Ant Group)
  • Bowie Lau – Founding Partner, True Global Ventures
  • Mattan Lurie – Portfolio Manager, Ventures Lab (SFO)
  • Moderator – Bach Yeung – Head of Investment Counsellor, South China Group

Session 6: Navigating Family Office in a Changing World (345 pm to 415 pm)

  • Derrick Tan – Chairman, WRISE Group (MFO)
  • Barry Cheung – Executive Director, Future Data Group
  • Moderator – Victor Kwok – Assistant Research Director, Our Hong Kong Foundation
  • Overview

    The 2023 Family Office Summit

    The 2023 Family Office Summit will take place in Hong Kong on 25th October at Ritz Carlton, and Singapore on 8th November at Amara Sanctuary Resort.  Join single family offices and family office professionals.

    Hong Kong at Ritz Carlton | 25th October 2023

    Singapore at Amara Sanctuary Resort | 8th November 2023

    How do you navigate your family office?

    Family Office in a Changing World

    The 2023 Family Office Summit is a private event for family office. Hear from leading family office experts, institutes, private banks, family offices and many more.

    Family Office Summit is a private event for family office. How do you navigate your family office? How do you manage $300 million or $3 billion? 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 learn more on how to navigate your family office in a changing world.
    Family offices manage assets of the wealthiest people in the world. In 2022, there are around 2,600+ billionaires, 220,000+ (Capgemini) / 392,000+ (Altrata ~ formerly Wealth-X) UHNWs and 20,000+ family offices worldwide. Billionaires and UHNWs setup family offices, with assets ranging from $300 million to $3 billion, and some with more than $10 billion assets. Newer family offices are also setting up family offices with $20 million to $100 million.
    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) 2023 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

  • Event Info

    Event Info:

    • Hong Kong: 25th Oct 2023 at Ritz Carlton
    • Singapore: 8th Nov 2023 at Amara Sanctuary Resort
    • Time: 830 am to 5 pm (HK / SG Time)
    • Format: Speakers, Presentations & Panel Discussions, Networking Sessions & more
    • Theme: Family Office in a Changing World

    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.

    For Registration: Click here

    Hear from family office experts and build new connections with single family offices and family office professionals. Join as delegate, speaker or sponsor. Contact: [email protected] | [email protected]

    Contact: [email protected]

  • The Program

    The 2023 Family Office Summit

    Hong Kong | Ritz Carlton – 25th Oct  (Wed)

    Singapore | Amara Sanctuary Resort – 8th Nov  (Wed)

    • 830 am: Registration

    Morning Session (9 am to 1215 pm):

      • 900 am: Introduction & Opening
      • 905 am: Session 1 – Overview / Landscape of Family Office
      • 10 am: Session 2 – Managing Family Office
      • 1045 am: Networking Break
      • 1145 am: Session 3 – Common Issues, Tax, Fraud, Lawsuits, Disputes in Family Office
      • 1215 pm: Lunch Break

    Afternoon Session (130 pm to 5 pm)

    • 130 pm: Session 4 – Managing Core Investments in Family Office
    • 230 pm: Session 5 – New Investment Opportunities for Family Office in Private Markets
    • 315 pm: Networking Break
    • 345 pm: Session 6 – Navigating Family Office in a Changing World
    • 430 pm: Session 7 – Insights from Single Family Offices & Multi-Family Offices (Panel / Roundtable) 
    • 455 pm: Closing Remarks

  • 2024 Events

    2023 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.

    2024 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

    2024 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]

Do you know, there are around 2,700 billionaires, 325,000 UHNWs and 2,000 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

Family Office Reports

Citi Global Family Office Insights 2023 | View

UBS Global Family Office Report 2023 | View

JP Morgan Private Bank Global Billionaires Study 2023 | View

Goldman Sachs Family Office Investment Insights 2023 | View

BlackRock Global Family Office Report 2023 | View

KPMG Global Family Business Tax Monitor 2023 Report | View

Driving $28 trillion assets in Asia
Capital Markets Investments Private Wealth