Join 200+ family office, family office professionals & investment managers in Hong Kong & Singapore
Singapore at Conrad | 24th April 2024
Hong Kong at St Regis | 17th Oct 2024
Singapore at Amara Sanctuary Resort | 7th Nov 2024
160+ family offices & professionals in Hong Kong & Singapore
A private gathering for family offices. View program, speakers & register below.
Join 2024 Family Office Summits. Complimentary passes available for family offices*
For qualified single family offices and pure multi-family offices
The 2025 Investment Day | 12 to 3 pm
For Family Office Investment Team – Hedge Funds, Private Equity, Venture Capital, Multi-Asset etc
Hong Kong – March / July / Sept / Oct
Singapore – March / July / Sept / Nov
View Investment Day | Register
2024 / 2025 Summits in Hong Kong & Singapore
Institutional Investor Summit / Roundtable – March / Oct / Nov
Investment / Alternatives Summit – March / Oct / Nov
Investment Day – March / July / Sept
Private Wealth Summit – April / Oct / Nov
Family Office Summit – April / Oct / Nov
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 160+ family offices &
family office professionals
2024 Schedule
17th Oct – Hong Kong St Regis
7th Nov – Singapore Amara Sanctuary Resort
2025 Schedule
9th April – Hong Kong
16th April – Singapore
15th Oct – Hong Kong
22nd Oct – 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 2024 Family Office Summit – Oct / Nov
Learn & Network
A Private Event for Family Offices
Join 200 + single family offices and family office professionals
The 2024 Family Office Summit in Hong Kong & Singapore
Family Office Speakers Hong Kong
A Private Event for Family Offices in Hong Kong 17th October 2024
Emily Hui
Legacy Trust
Ming Lam
EY
Dr Henry Hau
Hong Kong Family Office Foundation
Christian Stewart
Family Legacy Asia
Stephenson Harwood
Kevin Lee
Peter Lee
KPMG China
Dr Andrew Lo
UBS
Meng Li
UBS
Josephine Wu
Aionious Management
Jack Gillingham
Aldar Properties
Tim Huang
Lexington Partners (Franklin Templeton)
Colin Chau
Plutus Asset Management (MFO)
Elaine Chow
Trinity Capital (SFO)
Mattan Lurie
VenturesLab (SFO)
Hear from Family Office Experts
How do you navigate your family office in a changing world?
Hong Kong 17th October at St Regis | 830 am to 345 pm
Ming Lam – Partner, Financial Services Tax, EY
Peter Lee – Partner, Family Advisory, Private Enterprise, KPMG China
Dr Andrew Lo – Head A&S Family Advisory North Asia, Global Wealth Management, UBS
Meng Li – Senior Strategist, CIO Global Cross Asset, UBS
Tim Huang – Partner, Lexington Partners (Franklin Templeton)
Kevin Lee – Partner, Stephenson Harwood
Emily Hui – Head of Commercial, Legacy Trust
Christian Stewart – Managing Director, Family Legacy Asia
Jack Gillingham – Vice President, Dubai & International Sales, Aldar Properties
Dr Henry Hau – CEO, Infinity Family Office (MFO) and Convener & Founding Member of Hong Kong Family Office Foundation
Elaine Chow – Managing Partner, Trinity Capital (SFO)
Mattan Lurie – Portfolio Manager, VenturesLab (SFO)
Colin Chau – Chief Investment Officer, Plutus Asset Management (MFO)
Josephine Wu – Founder, Aionious Management (OCIO) and ex-CIO of Sapere Capital Management (SFO)
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 (140 pm)
- Session 6: Navigating Family Office in a Changing World (220 pm)
- Session 7: Networking & Breakout Corners
Registration / Breaks & Lunch:
- Breakfast & Registration: 830 am
- Break: 1030 am
- Lunch: 1145 am
- Break: 315 pm
The 2024 Family Office Summit
Learn & Network
A Private Event for Family Offices
Join 200 + single family offices and family office professionals
The 2024 Family Office Summit in Hong Kong & Singapore
Family Office Speakers – Singapore
A Private Event for Family Offices in Singapore 24th April 2024
Junwei Han
Deloitte
Ivan Lew Kwang Ping
Shaw Investment APAC
Balakrishnan K.
Ex-Credit Suisse Vice-Chairman (SEA & India)
Ling Yi Quek
Dentons Rodyk
Vikna Rajah
Rajah & Tann Singapore
Gareth Nicholson
Nomura
Alexander Wolf
JP Morgan
Michael Tay
CBRE
Gina Yuan
Aurum Capital
Roger Zhu
Winfield Global Capital
Sean Low
Global Vision Capital
Terence Tang
Atelier Capital Partners
Carman Chan
Click Ventures
Veiverne Yuen
Blauwpark Partners
Vishal Harishchandra
The Valkin Group
Sim Wei-En
Pacific Asset Management
Jenni Risku
Click Ventures
Nicholas Chew
Grosvenor Asset Management
Daisy Ha
Tsangs SG
Hear from Family Office Experts
How do you navigate your family office in a changing world?
Singapore 24th April at Conrad Centennial | 830 am to 345 pm
Ivan Lew Kwang Ping – CEO, Shaw Investment APAC, and Vice-Chairman of Global Family Office (GFO) & Single Family Office (SFO) Advisory Group, Wealth Management Institute (WMI)
Balakrishnan Kunnambath – Ex-Vice Chairman Southeast Asia & India, Credit Suisse
Junwei Han – Director, Deloitte Private
Vikna Rajah – Executive Committee Partner, Head of Tax, Trust & Private Wealth, Rajah & Tann Singapore
Ling Yi Quek – Partner, Dentons Rodyk
Gareth Nicholson – Chief Investment Officer & Head of Managed Investments, Nomura International Wealth Management
Alexander Wolf – Managing Director & Head of Investment Strategy for Asia, JP Morgan Private Bank
Michael Tay – Head of Capital Markets, CBRE
Gina Yuan – Founder & Managing Director, Aurum Capital Group
Roger Zhu – Chief Executive Officer, Winfield Global Capital
Terence Tang – Chief Executive Officer, Atelier Capital Partners SG
Daisy Ha – CEO, Tsangs SG
Veiverne Yuen – Partner, Blauwpark Partners
Sean Low – CEO & CIO, Golden Vision Capital
Vishal Harishchandra – Founder, Chairman & CEO, The Valkin Group
Jenni Risku – Impact Partner & Director Click Ventures
Nicholas Chew – Investments, Grosvenor Asset Management
Sim Wei-En – Chief Investment Officer, Pacific Asset Management
Carman Chan – Founder & Managing Partner, Click Ventures
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: Opportunities for Family Office – Real Estate Crisis or Opportunity (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
The 2023 Family Office Summit
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 2023
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
Family Office Speakers – HK
A Private Event for Family Offices in Hong Kong 25th Oct 2023
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
-
Overview
The Family Office Summit
The Family Office Summit takes place yearly in Hong Kong & Singapore in April & October / November. Join single family offices and family office professionals.
How do you navigate your family office?
Family Office in a Changing World
The 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
- Singapore: 24th April 2024 at Conrad Centennial
- Time: 830 am to 345 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 Family Office Summit
Hong Kong | Ritz Carlton / Hyatt
Singapore | Conrad Centennial / Amara Sanctuary Resort
- 830 am: Registration
Morning Session (9 am to 1145 am):
-
- 900 am: Introduction & Opening
- 905 am: Session 1 – Overview / Landscape of Family Office
- 10 am: Session 2 – Managing Family Office
- 1030 am: Networking Break
- 11 am: Session 3 – Common Issues, Tax, Fraud, Lawsuits, Disputes in Family Office
- 1145 am: Lunch Break
Afternoon Session (1 pm to 345 pm)
- 1 pm: Session 4 – Managing Core Investments in Family Office
- 145 pm: Session 5 – New Investment Opportunities for Family Office in Private Markets
- 230 pm: Session 6 – Navigating Family Office in a Changing World
- 315 pm: Networking & Breakout Corners
-
2024 Events
2024 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