Summit Workshops and Fund Manager Presentations


Wednesday, October 12th

08:00 - 09:00


09:00 - 10:00

Panel Discussions: Investment Strategies for your Family Office

When deciding upon investment strategies there are innumerable options and choices to make regarding risk/return ratios, diversification, and the direction of your overall portfolio. These are choices that most family offices need professional investment managers to consult them on. Any family office can be prepared to make informed decisions by understanding the strategies available and what the family office goals are.
- What kind of investment products do you want to own?
- What are common portfolio strategies which aim to preserve wealth?
- What background does the best investment consultant have?
- Is it possible and efficient to hire a full time investment professional?

10:00 - 10:30

Expert Presentation: Analyzing Family Office Tax Resources, Structures and Opportunities in China

One of the most complex tasks required of a family office is developing the most efficient tax structure. It takes a knowledgeable team of tax attorneys and accountants to develop the sophisticated tax models that high net worth and ultra high net worth family offices need to be efficient. This process can be even further complicated in country like China, where the population is large and social programs will be expanding. In China the tax structure may change with little, or no, warning and it is important to have the most knowledgeable team behind you to prevent losses. Here we will discuss the tax structures in China that are relevant to setting
up and maintaining a family office.
- How does the PRC tax wealthy families? How will tax laws apply to family offices?
- How can a family office best limit its tax burden?

10:30 - 11:00

Morning Coffee

11:30 - 17:30

The China Family Office Workshop: Creating Multigenerational Success

This workshop will serve as a training ground for both patriarchs and heirs. It will teach the specific steps necessary for developing a family office and help them understand the process behind maintaining a fully functional family office, for generations. The China Family Office Workshop will be taught by a world renowned family office expert with in-depth knowledge and experience with setting up and advising international family
Topics Covered:
1. Steps for Starting a Family Office
2. Second Generation Training
(Workshop Will Break for Lunch and Tea)