PROGRAMME | |
DAY ONE (17 May 2021) |
08:30 | Registratione |
09:00 | Introduction |
09:15 | The complexities of running a family office across Asia Pacific |
10:00 | Morning Refreshments |
10:15 | Looking ahead to the opportunities and challenges for tomorrow’s wealthy individuals and family offices |
11:00 | Governance in the family office |
11:45 | Simplifying the complexities of family finances |
12:30 | Lunch |
14:00 | Technology selection and implementation to help family offices manage complex information flows |
14:45 | Key legal considerations to be considered, as well as of resources available to family offices when investing in alternative investment funds |
15:30 | Afternoon Refreshments |
15:45 | Managing complex family dynamics to invest, grow, protect and pass on wealth to the next generation |
16:30 | Panel Discussion |
17:00 | End of Day 1 |
DAY TWO (18 May 2021) |
09:00 | Introduction |
09:15 | Unlocking wealth management and asset structuring in various offshore jurisdictions globally that offers tax neutrality and asset protection with substance
(New tax laws, a shifting regulatory landscape and innovative investment strategies are just a few of the sweeping developments creating uncertainty, as well as opportunity for today’s family offices. While protecting and nurturing private capital in real estate, financial and non-financial assets across countries and generations, looking ahead to the opportunities and challenges for tomorrow’s wealthy family and family offices requires an opportunity to gain access on latest development in various offshore jurisdictions globally that offers tax neutrality as well as asset protection with substance. As such, discussion will include unlocking the wealth of investment potential, including understanding the regulations and structures that exist in this offshore jurisdiction, in order to assess alternative options that provide significant estate planning, wealth transfer and asset protection opportunities). |
10:00 | Morning Refreshments |
10:15 | Tax-efficient structuring considerations for family office management expenses |
11:00 | Delivering investment solutions with compelling risk-adjusted returns |
11:45 | Reviewing Opportunity Zones as impact and ESG investment in view of the growing prominence of Opportunity Zone Funds (OZFs) in the United States (U.S.) that provides tax incentives for investing capital gains in Qualified Opportunity Funds for family offices outside the U.S. |
12:30 | Lunch |
14:00 | Legal protection for family members: a practical approach to prenups, family ownership and trusts |
14:45 | Building an impact investment portfolio for family office investors |
15:30 | Afternoon Refreshments |
15:45 | Managing generational transition, family dynamics, and supporting long term family sustainability |
16:30 | Concluding Panel Discussion |
17:00 | End of Conference |
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