Summit Workshops and Fund Manager Presentations
Wednesday, October 12th
08:00 - 09:00 | Breakfast |
09:00 - 10:00 | Panel Discussions: Investment Strategies for your Family OfficeWhen 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. |
10:00 - 10:30 | Expert Presentation: Analyzing Family Office Tax Resources, Structures and Opportunities in ChinaOne 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 |
10:30 - 11:00 | Morning Coffee |
11:30 - 17:30 | The China Family Office Workshop: Creating Multigenerational SuccessThis 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 |






















