Creating Multigenerational Family Success

From the mid-19th century, Western wealthy families have been setting up family offices to help manage investments and trusts.There are now more than 1000 single family offices (SFO) that work directly for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) families around the world. Here we will discuss the history of family offices, how and why international families set up family offices and why they are important for wealthy Chinese families start developing.
- What is the history of the family office?
- What types of service providers are involved with a family office and what do they do?
- Who are the important contributors within the family office industry?

Constant reevaluation of and change to policies regarding financial regulations and restrictions makes the wealth management industry in China very unique. While the family office concept has been used around the world for centuries, it is new to China, so, how will it need to adapt in order to legally and properly function in China. This panel will discuss the obstacles to overcome and the strategies to use when developing and managing your family office from within China.
- What kinds of certifications or licenses do managers of family offices in China need to have?
- What kinds of international professional service providers can you consult when developing your family office?