Panel discussion - How do you Create the Perfect Single-Family Office (SFO)?

Bryan Henning of Eton Solutions

Sep 25, 2023

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  • What are the key considerations around establishing a Single-Family Office (SFO) for a UNHW family?
  • What scale of family AUM makes an SFO a worthwhile exercise and why?
  • What are the key differences for families to consider if they are setting up smaller SFOs (up to USD250m) or larger SFOs (USD250-billions)?
  • What technology can these SFOs avail themselves of?
  • What sort of talent is available for SFO staffing in the UAE? What more can be done to expand the talent pool?
  • How does an SFO curate a highly professional and trustworthy advisory ecosystem of specialist wealth, asset, fiduciary, legal, accounting, and other experts in the UAE?
  • What advantages does the UAE have to offer families establishing SFOs?
  • How do the different centres compare in their offerings for SFOs, such as the DIFC, or ADGM and others?
  • Is there sufficiently deep expertise to support SFOs in their wealth structuring and planning missions?
  • What are the key differences between SFOs and MFOs and what are the key considerations for MFOs establishing a presence in the UAE?


Chair

Bryan Henning
SVP, Head of International
Eton Solutions

Panel Members

Yann Mrazek

Managing Partner
M/HQ

George Stoyanov
Senior Partner and Head of Advisory
Grant Thornton UAE

Mehrez Kheir
Partner and Managing Director
Abbey Road Investment

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