Forum Agenda

8:30 9:00 AM – Registration, Coffee & Networking breakfast on arrival

9:15 – 9:30 AM –  Forum leaders welcome address 

9:30 – 10:00 AMGovernance for family offices – a reset in thinking is causing a reset in advisors. Also, businesses are being divested and new businesses bought. With such a widescale change in thinking, what advice is top of mind for family offices now?

10:00 – 10:30 AMAsia and family offices – as the region is in flux with restrictions, and we see the rise of Singapore. We ask what the critical issues there are for Asian UHNW domestically and considering relocation.

10:30 – 11:00 AMCompliance and regulation – How are family offices coping with the changing landscape and what help do they need. The rise of the permanent advisor. A partner to future proof the thinking.

11:00 – 11:30 AMCoffee break and networking

12:00 – 12:30 PM Succession – do children still want to be involved in traditional family businesses? Managing succession in an age of disruption.

12:30 – 1:00 PMFamily offices, litigation and lifetime contests. What if ageing children do not want to wait to inherit assets? Litigation and the issues around the difficulty of an ageing Patriarch or matriarch.  

1:00 – 2:00 PM Lunch break (buffet lunch will be served)

2:00 – 2:30 PM USA and family offices. Lighter reporting. No CRS. No public register. Is the USA attracting back UHNW clients? We look at the movement of USA families and their family offices. With many more decades of family offices we examine their legacy.

2:30 – 3:00 PMReputational issues for families and family offices. How to be one step ahead of reputational issues and how to manage a crisis.

3:00 – 3:30 PMInternationalisation and global advice. Being storm ready.  Seeing into the future. How can family offices prepare and weather the type of storms we have experienced in the last two years. The rise of global and niche advice is a theme. We ask leading advisors for their advice to family offices.

3:30 – 4:00 PMConference wrap up – the Chair and Co-Chair will wrap up the day and consider the highlights.

4:00 – 6:30 PM – Networking drinks

*Audience participation is encouraged.