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Panel of ultra high net worth individuals/family members including....

Fred Mouawad, Founder, Chairman & Chief Executive Officer, Synergia One Group of Companies, Thailand(4th generation family member, Mouawad, founded in 1890 in Lebanon)[read more...]

Sean Cortis, Co-Founder/Executive Director, HACH Private Capital Pty Ltd, Australia[read more...]

Champ Suthipongchai, Chief Investment Officer, Ferretto Capital, Thailand/Hong Kong[read more...]

Cheong Wing Kiat, Managing Director/Family Strategist, Business Concept Pte Ltd, Singapore(3rd generation family member, Wen Ken Group, founded in 1937 in Singapore)[read more...]

Richard Feldman, Managing Director, RIJO Investment Group, USA[read more...]

Panel of industry experts including....

Charles Blocker, Chief Executive Officer, IC Partners (Thailand) Co Ltd, Thailand

Rohit Bhuta, Chief Executive Officer, Crossinvest (Asia) Pte. Ltd, Singapore

Kevin Ho, Managing Director/ Chief Investment Officer, Capital Asia Investments Pte Ltd, Singapore

Roger Chi, Chief Executive Officer, 1291 Group Asia Pte Ltd, Singapore

Eric Poon, Senior Executive Vice Chairman, Association of Family Offices in Asia, Hong Kong[read more...]

Tariq Dennison TEP, Wealth Manager, GFM Asset Management, Hong Kong[read more...]

Moses Wanki Park, Barrister/Arbitration Lawyer, Liberty Chambers, Hong Kong[read more...]

Tony Wong, Head of Intermediary Sales, CSOP Asset Management Limited, Hong Kong

Tim Howe, Partner, Ocean Partners Limited, New Zealand

Gavin Ferguson, Partner, Ogier (Guernsey) LLP, Guernsey[read more...]

Alice Bricogne, Senior Associate, Ogier (Guernsey) LLP, Guernsey[read more...]

Mark Leeds, Tax Transactions & Consulting Partner, Mayer Brown LLP, USA[read more...]


Asia Pacific

Ultra High Net Worth (UHNW)
Families
& Family Offices
Conference 2021

17 & 18 May 2021* Bangkok, Thailand***

  1. Overview
  2. Programme
  3. Gallery
  4. Delegates
  5. Exhibition Opportunities
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