Creating Multigenerational Family Success
Tuesday, October 11th
12:00 - 13:00
13:40 - 14:00
13:40 - 14:00
Opening Remarks and Introduction
14:00 - 14:30
Global Trends and Strategies for Family Offices
14:30 - 15:30
Panel Discussion: International Family Offices; Best Practices
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.
15:30 - 16:00
16:00 - 17:00
Panel Discussion: Adapting the Family Office Structure for China
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.
17:00 - 18:00
Philanthropy Panel: Creating, Managing and Extending the Family Legacy
The direction and perception of the family legacy can be controlled and maintained by a proper family office. This legacy helps to define and unify a family and maintaining such a legacy is a characteristic unique to the family office industry. Here a panel of renowned philanthropists and family office experts will discuss how a family office can help align the interests of family members behind moral and social pursuits and the interests of the patriarch.
18:00 - 18:30
The China Family Office Summit Cocktail Hour