Creating Multigenerational Family Success

 

Schedule: 

Tuesday, October 11th

12:00 - 13:00

Luncheon

13:40 - 14:00

Registration

14:00 - 14:30

Keynote Address

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.
- 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?

15:30 - 16:00

Afternoon Tea

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.
- 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?

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.
- Who should be consulted when a family is designing and establishing their family legacy?
- Who should the family office have in charge and how many resources can be directed toward the family's moral and social efforts?