We all know that there has been an explosion in the number of HNW and UHNW individuals in the past 10-15 years, and a dramatic rise in the assets they and their families hold. We also know that there has been a remarkable expansion in the number of single-family offices and multi-family offices in the past several years.

We also know that Singapore, by dint of the outstanding set of government fiscal and other incentives, as well as the city-state’s remarkable lifestyle and infrastructure, has is out ahead in the thrust to become the go-to family centre within Asia Pacific, drawing in families and principals from the region, and many from the Middle East, Europe and even the US.

But whether they are heading to Singapore or to other centres such as Hong Kong, Dubai, or elsewhere to establish their family offices, a vital and overriding question is how do these UHNW individuals and families go about creating the optimal day-to-day operational structures, technologies and practices to ensure that their SFO operations are efficient, seamless, professional, cost-effective and also, for the expanding ranks of MFOs, scalable as they seek to pull in more client families to their proposition?

In short, whatever any of the family jurisdictions might offer, UHNWIs and their families and the principals of the MFOs must take the right steps to establishing their family offices on firm footings, with appropriate licensing and compliance, and achieve the appropriate scale and staffing to make the whole effort worthwhile.

Our hand-picked panel of experts will drill down into the modern family office proposition, discussing the various jurisdictions that might be suit the SFO or MFO. They will mine down into what the founders/families must do to first establish and then manage their family offices, including of course the vital elements of digital solutions to boost efficiency and enhance outcomes. The experts will include specialists from family offices, banks, law firms, digital solutions professionals, and consultants. Together they will offer delegates some invaluable insights into the current trends around the creation of family offices.

Aug 31

Where and How to Establish a Modern & Efficient Family Offic...

3.00pm - 4.00pm HKT/SGT

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A community of leading organisations within Asian Wealth Management

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Senior figures in Asian Wealth Management are speaking at this event

Richard Grasby

Appleby

Lee Woon Shiu

DBS Private Bank

Bryan Henning

Eton Solutions

Dominic Volek

Henley & Partners

Sunita Singh-Dalal

Hourani & Partners

Paul Knox

J.P. Morgan Private Bank

Zac Lucas

Spencer West

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HUBBIS DIGITAL ASSETS IN WEALTH MANAGEMENT FORUM - SINGAPORE 2023

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Hubbis is delighted to announce we will be hosting the 2023 HUBBIS DIGITAL ASSETS IN WEALTH MANAGEMENT...

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Event Agenda
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  • 3.00pm

    Where and How to Establish a Modern & Efficient Family Office?

    • Who is setting up family offices from within Asia Pacific or further afield, and what are their core objectives?
    • What are the key issues to address in a smart and comprehensive planning process?
    • Which jurisdictions should the founders/families consider and why?
    • If Singapore is ahead of the game, what is their secret sauce?
    • What shape is the family office of the future and how should it be operated?
    • What are the pitfalls to avoid in terms of establishing and then operating a family office?
    • What systems, processes, technology, and protocols do you need to adopt when you define and then operate a future-proofed family office?
    • Do you do it all yourself, do you partner with an external platform, and how much should you outsource?
    • What makes the ideal technology, platform solutions and outsourcing partner?
    • How do you oversee privacy and cyber-security?

    Speakers

    Richard Grasby

    Partner, Private Client & Trusts

    Appleby

    Lee Woon Shiu

    Managing Director & Group Head of Wealth Planning, Family Office & Insurance Solutions

    DBS Private Bank

    Bryan Henning

    SVP, Head of International

    Eton Solutions

    Sunita Singh-Dalal

    Partner, Private Wealth & Family Offices

    Hourani & Partners

    Paul Knox

    Managing Director

    J.P. Morgan Private Bank

    Dominic Volek

    Group Head of Private Clients

    Henley & Partners

  • 4.00pm

    Webinar Ends

Aug 31

Where and How to Establish a Modern & Efficient Family Offic...

3.00pm - 4.00pm HKT/SGT

Speakers

Richard Grasby

Appleby

Lee Woon Shiu

DBS Private Bank

Bryan Henning

Eton Solutions

Dominic Volek

Henley & Partners

Sunita Singh-Dalal

Hourani & Partners

Paul Knox

J.P. Morgan Private Bank

Zac Lucas

Spencer West

Aug 31

Where and How to Establish a Modern & Efficient Family Offic...

3.00pm - 4.00pm HKT/SGT

Partners
Aug 31

Where and How to Establish a Modern & Efficient Family Offic...

3.00pm - 4.00pm HKT/SGT