Global-Asia Family
Office Summit 2025
CHARTING THE COURSE
IN A DIFFERENT WORLD
Global-Asia Family
Office Summit 2025
CHARTING THE COURSE
IN A DIFFERENT WORLD
About the Partners Forum
The Partners Forum is a trusted platform for family office partners and advisors to convene, exchange knowledge, and access cutting-edge insights from globally respected thought leaders across industry and academia.
The forum provides a dynamic platform for collaboration and knowledge exchange, offering participants the opportunity to engage in insightful conversations, build strategic connections, and explore how family offices are shaping strategy, and navigating long-term growth and impact amid shifting global dynamics.
Date and Time: 30 September 2025, 9.30am to 6pm
Location: Conrad Singapore Marina Bay
Invited Participants: Family Office Advisors and Partners within the Family Office Ecosystem
What To Expect


Explore in-demand family office topics such as geopolitics and governance to capital deployment and evolving investment approaches.

Connect in a trusted, by-invite-only environment and network with leading family offices and business families from around the world for meaningful exchange and collaboration.


Masterclasses

Masterclass 1
Multi-Generational Success

Masterclass 2
The Return of Uncertainty - Designing Portfolios in a Multipolar, Volatile World

Masterclass 3
Investing in AI for Health and Longevity

Masterclass 4
Where Profit Meets Purpose — The Next Leap for Asian Philanthropy

Masterclass 5
Navigating Cross-Border Strategies

Masterclass 6
Scaling Greater China Family Offices in Asia (Mandarin)
Masterclass 1
Governance for Multi-Generational Success
As wealth transitions from one generation to the next, strong governance becomes essential in preserving both family unity and the long-term success of the family enterprise.
This masterclass examines how effective governance structures can help families navigate complexity, build resilience, and empower each generation to steward wealth and purpose. From defining clear structures for accountability and communication to engaging next-generation leaders, participants will explore practical tools such as family constitutions and councils to sustain continuity across generations.
Speakers:
- Catherine Chow | Head of Family Advisory and Family Office Competency Centre SEA, UBS
- Eric Landolt | Global Head of Family Advisory, Art and Collecting, UBS
- Michelle Lau | Head of Wealth Planning SEA, UBS
- Anna Brugnoli | Head of Wealth Planning and Life Insurance
Masterclass 2
The Return of Uncertainty - Designing Portfolios in a Multipolar, Volatile World
This course introduces learners to key concepts and strategic approaches for investing in a changing world. Learners will explore core concepts such as economic cycles, building strong alpha and beta portfolio risk. By the end of the course, learners will gain insights into optimising portfolio performance and make informed, data-driven investment decisions through a fundamental, systematic and diversified approach.
Speaker:
- Dr Anser Aftab | Principal Program Director, WMI
Masterclass 3
Investing in AI for Health and Longevity
As family offices grow in influence and sophistication, many are actively seeking investment opportunities shaped by macroeconomic shifts, technological disruption, and evolving consumer demands. With growing interest in alternative and thematic investments, many are turning to frontier sectors – such as biotechnology to capture long-term growth and impact.
Singapore, with its thriving innovation ecosystem and one of the world's fastest-growing start-up communities, presents a strategic gateway for family offices looking to invest in frontier sectors. Coupled with the dynamic growth of innovation hubs across Asia, the region offers a rich landscape of emerging opportunities.
This masterclass provides an overview of key investment trends in Singapore and Asia, and highlights how family offices can access, evaluate, and support innovation-driven companies. It will also explore common pitfalls and share practical insights on tailoring strategies to meet the distinct goals, risk profiles, and stages of each family's investment journey.
Speaker:
- Prof Dean Ho | Provost's Chair Professor and Head, Department of Biomedical Engineering, Director of The N.1 Institute for Health, Director of The Institute for Digital Medicine, National University of Singapore
Masterclass 4
Where Profit Meets Purpose — The Next Leap for Asian Philanthropy
Asian philanthropy is evolving rapidly – moving beyond traditional charitable giving toward more strategic, collaborative, and impact-driven approaches. As wealth across the region grows and transitions to a new generation, families and family offices are increasingly seeking ways to align their values with measurable outcomes, innovation, and long-term social impact.
This masterclass explores the shifting landscape of philanthropy in Asia, including emerging models such as venture philanthropy, catalytic capital, and ecosystem partnerships. It will also examine how families are integrating philanthropy with their broaden legacy and governance plans, and how the next generation is shaping a more purpose-led approach. Participants will gain insights into key trends, successful case studies, and practical pathways to enhance their philanthropic effectiveness in a changing world.
Speakers:
- Farouk Meralli | Founder, SwipeRx
- Kevin Tan | Founder and CEO, Tri-Sector Associates
- Fan Gu | CIO, 100x Impact
- Dawn Tan (Moderator) | Director, Asia Centre of Changemakers, WMI
Masterclass 5
Navigating Tax, Legal and Governance Strategies
As more family offices are being established in Singapore, they require customized tax and governance structures to meet the different objectives of the family members, which span different generations and geographies.
As families grow in complexity and operate across multiple jurisdictions, sustaining wealth across generations grow in complexity, it demands a coordinated strategy that integrates tax efficiency, legal structuring, and strong governance.
This masterclass equips family offices and advisors with practical insights to navigate the intricacies of estate planning, cross-border tax exposure, and regulatory risk. It will cover recent trends in Singapore and global tax landscape, and will look into how wealth transfer and succession issues can be managed more effectively.
Speakers:
- Wendy Sim | Managing Director, ZEDRA Singapore
- Stacy Choong | Partner, Withersworldwide
- Manish Tibrewal | Co-Founder, Farro Capital
- Anuj Kagalwala (Moderator) | Partner, PwC Singapore
Masterclass 6
Scaling Greater China Family Offices in Asia (Mandarin)
As wealth in Greater China continues to grow and diversify, more families are seeking to establish or expand their family office presence across Asia. The profile and sophistication levels of these family offices continue to evolve rapidly, and many are entering a new phase of growth.
Participants will gain insights into cross border wealth management, building multi-generational governance frameworks, and tapping into Asia's growing family office ecosystems. What are the unique needs and objectives of Chinese family offices in Singapore and what specific skillsets are in demand for professionals that support them.
Using real-world case studies, this Masterclass will examine talent strategies, cultural dynamics, and how Greater China families are professionalising and globalising their family office operations.
Speakers:
- 苏峥, Su Zheng | Founder, BlueStar Global Management
- 黄少康, Viren Wong | President, Trillyan Investments Limited
- 蔡青蓉, Cai Qing Rong | Managing Partner, NX1 Lab
- Prof Gao Hao (Moderator) | Director, Global Family Business Research Centre, PBC School of Finance, Tsinghua University
Dialogue with Experts

Leong Sing Chiong
Deputy Managing Director (Markets & Development)
Monetary Authority of Singapore
Mr Leong Sing Chiong is the Deputy Managing Director of the Markets and Development Group. He oversees the Markets & Investment, Development & International, as well as the FinTech & Innovation Groups. Prior to this appointment, Mr Leong was the Assistant Managing Director for the Markets and Investment, and Development and International functions. He also served as Executive Director of the Financial Centre Development Department (2010-2013), and spent six years with the International Department (2004-2010).
Mr Leong began his MAS career with the Reserves Management Department in 1993 and served as Staff Assistant to the Managing Director from 1997-1998. In 1999, he joined the Monetary Management Division and was appointed Chief Representative of MAS’ London Representative Office from 2002-2004. Mr Leong is a recipient of the Public Administration Medal (Silver). He holds a B.Sc Economics (Monetary Economics) from the London School of Economics.

Andy Lim
Group CEO, JL Family Office | Founder, The Land Managers Holdings
Mr Andy Lim, Group CEO of the JL Family Office (JLFO) is responsible for sourcing, structuring, negotiating, and executing the investments of JLFO. Under his leadership, JLFO currently has investments in the real estate and private equity & venture capital sectors across the globe.
Mr Lim is also the founder of The Land Managers Holdings Pte Ltd (TLM), an institutionally managed boutique real estate investment firm under JLFO. With assets under management of approximately S$250m, TLM focuses on value-added and development real estate in gateway cities globally, particularly in Singapore, Greater China and Europe, across all asset classes.
Mr Lim has over 10 years of experience in the real estate sector and was a key member in the set-up
of Straits Real Estate Pte. Ltd. (SRE), a S$950m joint venture between JLFO and The Straits Trading Company Limited in 2013. At SRE, he was Director of Business Development from 2013 to 2018, responsible for developing and implementing growth opportunities and investments for the company as well as all legal and operational matters.
JLFO’s philanthropic efforts the Lim Hoon Foundation Limited (LHF) is led by Mr Lim with the aim to give back to society in a holistic and sustainable manner. Bursaries and scholarships have been awarded to low-income families from primary all the way to tertiary levels, including a S$4m endowment (inclusive of matching grant by the Singapore Government) with Singapore Management University (SMU) to establish the JLFO-LHF Scholarship for SMU undergraduates. He is also a director of the Dyslexia Association of Singapore, where he has funded S$280,100 to establish the 360° Pact in support of post-secondary students with dyslexic. 64 Club Street, a social impact hub set up by Mr Lim, comes with a mission to create and curate initiatives to bring about positive change in the community. For his efforts in the philanthropic space, Forbes named him one of Asia’s 2022 Heroes of Philanthropy. As an active member of the Singapore Chinese Chamber of Commerce and Industry, he serves as a member of its Youth Business Affairs Committee.
Mr Lim began his career as a lawyer in Allen & Gledhill LLP (A&G) in 2010 and left as a Senior Associate in 2014. During his tenure, he was involved in establishing and listing real estate investment trusts, real estate business trusts, direct and indirect property acquisitions, divestments of real estate, master lease-back transactions and property joint development and development projects.

Dr Anser Aftab
Principal Program Director
WMI
Dr. Anser Aftab, Lead Faculty for Dalio Market Principles Online (DMPO) brings a rare combination of deep academic expertise and real-world investment experience, making him uniquely positioned to guide participants through Ray Dalio’s investment framework.
He holds a PhD and MPhil from the University of Cambridge, where he graduated with Distinction and set records for academic excellence. His career spans high-impact investment research and macroeconomic strategy, including a senior leadership role at Bridgewater Associates, the world’s largest hedge fund managing ~$160 billion in institutional assets.
At Bridgewater, Dr. Aftab led Political Economy & Policy Research, delivering key insights to Chief Investment Officers (CIOs) on fiscal policy, monetary trends, global trade, and geopolitical risks. His expertise also extends to machine learning applications in investing, debt crises analysis, and global currency strategies. He has directly contributed to Ray Dalio’s book, Principles for Navigating Big Debt Crises (2018). His academic rigor and investment acumen will be instrumental in helping you navigate Dalio’s principles and apply them effectively in real-world market dynamics.

Anuj Kagalwala
Partner, Family Office Leader
PwC Singapore
Anuj is a Financial Services Tax Partner at PwC Singapore, and a member of the Singapore Institute of Accredited Tax Professionals. He is also the Family Office Leader for PwC Singapore. He is actively involved in discussing family office, asset management and wealth management issues with industry players, industry associations and has a close working relationship with the relevant authorities.
Anuj supports actively on policy matters affecting the family offices, asset, and wealth management industry in Singapore. He has provided extensive advice to family offices, fund management players and financial institutions on various areas including the set-up of family offices, obtaining Section 13 tax incentives, VCCs and other fund structures. Anuj’s key family office clients include families from Singapore, Indonesia, Malaysia, US, Europe, Hong Kong and India. His clients in the wider asset management sector include regional as well as global fund managers focusing on private equity, real estate, infrastructure and liquid trading strategies. Anuj enjoys public speaking and is commonly seen speaking at events given his active involvement in the sector.

Bryan Yeo
Group CIO
GIC
Bryan Yeo was appointed Group Chief Investment Officer (GCIO) effective April 2025. He oversees GIC’s total investment portfolio and works with investment group heads to develop and manage investment strategies across all asset classes. He was also appointed Director, Integrated Strategies Group in April 2024, leading a unit that looks at cross-asset class investment opportunities in public and private companies. He joined the GIC Fixed Income Department as a portfolio manager in 2003 and rose to senior roles including Head of Credit Markets, Head of Fixed Income Americas based in New York, and Head of Credit Research and Strategy. He served as Chief Investment Officer for Public Equities from 2016 to 2024, overseeing capital allocation and portfolio construction for the equities portfolio across global developed and emerging markets.
Mr Yeo holds a Bachelor of Arts (First Class Honours) in Engineering from the University of Cambridge and a Master of Science in Financial Mathematics from the University of Chicago. He completed the Stanford Executive Program.

Catherine Chow
Head of Family Advisory & Family Office Competence Centre SEA | Family Advisory APAC - SEA, UBS
Cathy has over 30 years of experience in the APAC region servicing large privately owned businesses, their family offices and wealthy families in assisting with the creation, protection and intergenerational transition of their wealth, businesses and assets.
Cathy works alongside business families, adopting a holistic approach to succession planning, assisting families define the purpose of their wealth, develop their shared family values and establish a multi-generational family governance framework. She specializes in helping families draft their decision-making framework and family constitution, setting up their family council and supporting wealth principals in designing the blueprint of their family office, including structuring of private wealth and business assets. Cathy also works with the Next Generation of business family owners to sustainably protect and grow the families' business and legacy assets as leaders and stewards for future generations.
The UBS Family Office Competence Centre provides bespoke services and solutions in UBS tailored to family offices in Singapore and the SEA region, such as Family Office Dialogues, Family Office Academy and Family Office Labs.
Prior to joining UBS, Cathy was a Deloitte Partner in the Australian Private Clients team serving the largest families in Oceania & APAC.

Christina Gaw
Managing Principal
Global Head of Capital Markets & Co-Chair of Alternative Investments, Gaw Capital Partners
Christina is a Managing Principal, Global Head of Capital Markets and Co-Chair of Alternative Investments at Gaw Capital Partners. She works closely with limited partners relating to capital raising and new product developments. Gaw Capital is a real estate private equity firm and has raised seven commingled funds targeting the APAC region since 2005. The firm also manages value-add/opportunistic funds in the US, a Pan-Asia hospitality fund, a European hospitality fund, a growth equity fund and it also provides services for credit investments and separate account direct investments globally. The firm has over US$35.4 billion in AUM as of Q1 2025. She also serves as Executive Director of Pioneer Global Group (0224.HK), Independent Non-Executive Director and Member of the Sustainability Committee of CLP Holdings Limited (0002.HK), as well as Independent Non-Executive Director and Member of the Audit Committee of JD Logistics, Inc. (2618.HK).
Ms. Gaw was named Global PERE’s Rainmaker 30, one of the Top 10 PERE’s Women of Influence in 2021 and Prestige Hong Kong’s Women of Influence in 2022.
Prior to joining Gaw Capital, Christina had an investment banking career with Goldman Sachs and UBS as Managing Director for over 15 years, with responsibilities as Head of Asia Equities Distribution and as Head of APAC Capital Introduction team within Prime Brokerage. She has deep experience in covering the largest institutional investors globally.
Christina is also active in community and educational sector capacity work in Hong Kong. She is currently an honorary advisor of Hong Kong PropTech Association, a board member of InspiringHK Sports Foundation, a committee member of Urban Land Institute (ULI) Hong Kong CEO Forum, a member of International Advisory Council at Stanford University, an advisor of Teach for Hong Kong and Time Auction, a facilities committee member, finance committee member and board member of Hong Kong International School, a board member of Stellart International School of Arts, a corporate member of the Cheltenham Ladies College UK, a school supervisor for TWGHs S. C. Gaw Memorial College and the council member of Lingnan University, Hong Kong. She has also served as the board member of The Women’s Foundation for over 10 years from 2009 to 2019 and the board treasurer of The Hong Kong Ballet Group from 2010 to 2017.
Christina received her B.S. in Business Administration from the University of San Francisco, California.

Dawn Tan
Director, Asia Centre of Changemakers
WMI
Dawn Tan heads the Asia Centre for Changemakers, which aims to build capacity and grow a strong pipeline of active and informed changemakers with a focus on Asia, to deploy their resources, skills and passion for a better tomorrow.
ACC sits within the Wealth Management Institute, Asia’s Centre of Excellence for wealth and asset management education and research. It is supported by Temasek Trust and the Philanthropy Asia Alliance.
Dawn brings to the team years of experience in the nonprofit sector. In her previous role as head of Credit Suisse APAC’s Philanthropy Advisory, she journeyed alongside individuals, families and corporates in their philanthropic aspirations, providing guidance on how they can achieve their goals and long-term plans for social impact.
She was also Deputy CEO of SymAsia Foundation, an umbrella philanthropic foundation set up by Credit Suisse that provided a donor-advised fund structure for clients. Through SymAsia, the team supported billionaire and ultra-high-net-worth business families and corporations across APAC in running their charitable foundations, enabling them to do good in a hassle-free, structured and sustainable manner.
Dawn’s track record in philanthropy includes years in program development at Temasek Foundation and fundraising at the National University of Singapore (NUS). Notable projects include launching a nationwide health screening program for seniors and an APAC-wide social entrepreneurship competition.
Dawn started her career in journalism, and has more than 15 years of editorial and publishing experience. She has lived and worked in multiple countries, including Singapore, Qatar, Malaysia and Canada.

Prof Dean Ho
Provost’s Chair Professor, Head of Department
Biomedical Engineering
Professor Dean Ho is currently Provost’s Chair Professor, Director of The Institute for Digital Medicine (WisDM) at the Yong Loo Lin School of Medicine; Director of The N.1 Institute for Health (N.1), and Head of the Department of Biomedical Engineering at the National University of Singapore (NUS).
In 2024, Prof. Ho and team launched a first-in-kind trial - with Prof. Ho as the test subject - to optimise his performance and biomarkers with digital technologies. This study has been featured on television and digital media programming, and major global meetings. Prof. Ho and team also manage a portfolio of over 10 prospective, interventional human oncology clinical trials with life-saving outcomes. A serial entrepreneur, he has advised health/human performance teams, nutrition and wearable firms, and venture funds on digital medicine deployment.
Prof. Ho is an elected Fellow of the US National Academy of Inventors (NAI), American Association for the Advancement of Science (AAAS), the American Institute for Medical and Biological Engineering (AIMBE), and the Royal Society of Chemistry. Prof. Ho is Co-Chair of the World Health Organization (WHO) Working Group for the regulation of AI for Health.
Prof. Ho is an author of the best-selling book, Medicine Without Meds, a blueprint for accelerating practice-changing innovation to patients and caregivers. All author proceeds from the book benefit the WisDM Patient Impact Fund at NUS.
In popular and international media, Prof. Ho has appeared on the National Geographic Channel Program “Known Universe,” and Channel News Asia’s “The Hidden Layer: Healthcare Trailblazers". His discoveries have been featured on CNN, The Economist, Straits Times, National Geographic, Forbes, Washington Post, NPR and other international news outlets.
Prof. Ho is a recipient of the Tech Heroes from Crisis Pathfinder Award from the Singapore Computer Society, NSF CAREER Award, Wallace H. Coulter Foundation Translational Research Award, and V Foundation for Cancer Research Scholar Award, among others. He has also served as the President of the Board of Directors of the Society for Laboratory Automation and Screening (SLAS), a leading global drug development organization.

Eric Landolt
Head Family Advisory
Art and Collecting in Switzerland, UBS
Eric Landolt leads UBS’s Family Advisory department for Switzerland, EMEA and LatAm. He has been working with families globally on multigenerational legacy planning for over two decades. His focus lies in helping families design and implement their bespoke family governance and decision-making framework, covering topics such as family enterprise engagement, next generation leadership development as well as family communication and family kinship programs. In the context of wealth transfers and liquidity events, Eric regularly advises families and entrepreneurs on the setup and review of their family office and family office governance, ranging from bricks-and-mortar setups to outsourced family office arrangements.
Eric also leads UBS’ Art Advisory and Collecting practice at UBS, advising important collectors on strategically building and professionally managing a collection, as well as developing legacy options for passion assets ranging from family internal successions to engagements in philanthropy and impact projects.
Eric has joined UBS in 2002 and held positions in Zurich, Tokyo, Hong Kong and Singapore. He holds a Master degree in Finance from University of St. Gallen, Switzerland. He is a member of the Family Firm Institute, Boston, Massachusetts and a STEP qualified Trusts and Estates Practitioner (TEP).
In his free time, Eric is a passionate collector of contemporary art, Asian antiquities and antique European furniture & objets d’art.

Fan Gu
CIO
100x Impact
Fan Gu is Chief Investment Officer at 100x Impact, where she leads venture acceleration to identify & back potential “social unicorns” scaling solutions to positively impact billions of lives. She previously managed a financial inclusion investment portfolio within a £130m government initiative and has held senior roles across social and commercial investment, including at Charities Aid Foundation, one of the UK’s largest foundations with £1.1bn under management, and at Deutsche Bank, where she executed over £5bn in public market transactions. Fan holds an Economics degree from the London School of Economics.

Farouk Meralli
Founder & CEO
SwipeRx
Farouk Meralli is the Founder and CEO of SwipeRx, a pioneering healthtech platform that connects over 50,000 pharmacies and 300,000 pharmacy professionals across Southeast Asia, collectively serving more than 150 million patients.
Prior to founding SwipeRx, he held senior roles at Pfizer, Sanofi, and Roche. Farouk has been recognized globally as a Harvard Alumni Public Health Innovator, a UBS Global Visionary, and an Endeavor Entrepreneur. He also co-founded Borderless World Volunteers, a nonprofit advancing youth-led global health initiatives.
He holds a Bachelors in Biomedical Sciences from McGill University and a Masters in Health Policy and Management from the Harvard School of Public Health.

Florence C. Tsai, 蔡青蓉
Managing Director
NX1 Lab
Florence Tsai is Co-Founder and Managing Director of NX1 Lab, an investment lab designed exclusively for leading multigenerational business families to cultivate their next generation wealth creators and family leaders. NX1 lab’s mission is to guide business families in designing and implementing wealth strategies along 3 key pillars- wealth creation, family talent development and family enterprise governance. We cultivate thoughtful, empowered family leaders who continue to create wealth while guiding their family group to leading well-lived, purposeful lives.
Ms. Tsai is a global leading expert/senior advisor in the fields of family business and family wealth, providing professional advisory to the top 500 family companies and ultra-high-net-worth families with over US$1 billion in assets across Greater China, Southeast Asia, North America, and South America. She advises large founder stage and multigenerational family enterprises within a variety of industries globally. She assists families in implementing wealth strategy, investment programs for the next generation, family office design, and family enterprise governance structures.
Ms. Tsai speaks at family business conferences globally, including the World Economic Forum Summer Davos in China and family business programs at Harvard University. She is co-author of the Family Office Compass (Cambridge Institute and UBS, 2016), a guidebook for organizing a family office at any stage.
She has conducted multiple research projects with Professor John A. Davis of Harvard University/MIT, the founding figure of the global family business academic discipline. She previously served as a partner at Cambridge Family Enterprise Group founded by Professor Davis, as a strategy consultant at McKinsey & Company (globalization strategy, including cross-border M&A), and as an investment banker at Goldman Sachs (private equity/M&A). She holds an MBA from Harvard Business School, an MPA from Harvard Kennedy School of Government, and a Bachelor's degree in Economics from Harvard College (with high honors, graduating in the top 5%).
蔡青蓉是NX1实验室的联合创始人兼总经理,NX1是专为全球领先企业家族设立的投资实验室,旨在培养企业家族的下一代财富创造者。NX1实验室的使命是指导家族企业实施财富战略,包括——财富创造、家族人才发展和家族企业治理。我们培养下一代家族领导者,使他们在继续创造财富的同时,引导家族群体过上有意义、有目标的生活。
蔡总是家族企业与家族财富领域全球领军专家/顾问,为大中华区、东南亚、北美、南美世界500强企业/10亿美元以上超高净值家族提供专业咨询,涵盖从一代到多代家族企业不同阶段,主要范围包括:协助家族制定财富战略、下一代投资计划、设计家族办公室以及构建家族企业治理结构。
蔡总为全球性论坛及世界一流大学提供演讲,包括世界经济论坛发言嘉宾,以及哈佛商学院家族企业课程师资。研究领域包括财富战略、家族办公室及传承规划等。她是瑞银私人银行出版《家族办公室指南》(Family Office Compass)合著者。
蔡总与世界家族企业学科奠基人——哈佛大学/麻省理工学院约翰·戴维斯(John A. Davis)教授进行多项研究课题,曾任戴维斯教授创办的剑桥家族企业咨询公司合伙人,麦肯锡公司战略咨询顾问(全球化战略,包括境外并购)及高盛公司投资银行家(私募股权/并购)。蔡总持有哈佛商学院工商管理硕士(MBA)、哈佛肯尼迪政府学院公共管理硕士(MPA)以及哈佛大学经济学学士学位(以前5%极优等成绩获得荣誉学位)。

Prof Gao Hao
Director, Research Centre for Global Family Business, Tsinghua University PBC School of Finance; Visiting Prof, WMI
Gao Hao (Tony) is the Director of Research Center for Global Family Business and an Associate Director of Research Center for Green Finance at Tsinghua University PBC School of Finance. He is the faculty chair of Global Family Business Program, Family Trusts Program, Philanthropy Leadership Program, and Family Wealth Management Program, as well as the chief expert of Family Office Research Initiative. He created the first Private Banking Master-degree course in China. He is currently a Visiting Professor and Temasek Fellow at Wealth Management Institute (WMI).
Gao is a member of Global Future Council/Expert Network of World Economic Forum (WEF), a council member of All-China Federation of Industry and Commerce, a Committee Member and Public Policy Chair of STEP China, a board member and research fellow of China Enterprise Reform and Development Society, an editor-in-chief of Wealth Management Journal, and the chief editor of Family Governance Series and Family Wealth Series.
He has published 7 books pertinent to family business and family wealth (including the first textbook on family business in Chinese), as well as 200+ academic papers, policy papers and case studies. He co-authored 10 Harvard cases, including the first China family office case, the first Asian private banking case and the first Asian university endowment fund case in the Harvard Business School Case Collection, as well as many in-depth world leading families in businesses cases.
Recognized as one of China’s leading experts concerning family business and family office, Gao speaks frequently on public forums and private seminars globally. He advises/serves on the boards of some of the largest family businesses and philanthropy foundations in China and the world, including several Fortune 500 Companies, Bill & Melinda Gates Foundation, and China Charities Aid Foundation for Children. He also advises government ministries and financial institutions in China and abroad, including leading global private banks, investment banks, trust companies, and family offices.
He graduated from Tsinghua University with a bachelor degree (engineering), a Ph.D. degree (management) and two post-doctorates (finance and economics), and from Peking University with a bachelor degree (economics). He is awarded the Harvard Business School Corporate Director Certificate.

James Cheo
CIO
Southeast Asia and India, HSBC
James Cheo is Chief Investment Officer, Southeast Asia and India. He is a member of the Global Investment Committee and a member of the Regional Investment Committee in Asia. In his role, he spearheads the development of investment strategies across all asset classes for private banking and wealth management clients in Southeast Asia and India.
Prior to re-joining HSBC Global Private Banking, James was Senior Investment Strategist at Bank of Singapore, where he was responsible for asset allocation and thematic research. Before that, James assumed Investment Strategist roles at Barclays Wealth Asia. From 2004 to 2009, James served as Senior Economist at the Monetary Authority of Singapore, where he was part of the team that formulated policy actions for Singapore during the 2008 Global Financial Crisis. With his knowledge and wealth of experience, his investment views are frequently sought after.
He has established a strong media profile, with appearances on notable financial media including Bloomberg, CNBC, Channel News Asia, Channel 8 Mandarin News; and printed publications such as the Financial Times, Straits Times, Business Times. James graduated with First Class Honours in Finance from Nanyang Technological University. He was awarded the Chartered Financial Analyst charter in 2007.

Jeffrey Kwan
CIO
Lee Kum Kee Family Investment
Jeffrey Kwan is the Chief Investment Officer for the Lee Kum Kee Family Investment. Prior to joining Lee Kum Kee, Jeff was with Credit Suisse Private Banking and was previously the CEO of a Single-Family Office in Hong Kong. Before joining the family office arena, Jeff was a hedge fund manager and proprietary trader running convertible bond arbitrage strategies in various institutions in New York and Hong Kong.
Jeff holds a Master of Laws degree from The University of Hong Kong and a Bachelor of Science degree from New York University. Jeff is a Singaporean and has lived in Hong Kong for over 20 years.

Kathryn Dioth
CEO
Hinrich Foundation
Kathryn Dioth is the CEO of the Hinrich Family Office and the Hinrich Foundation. The Hinrich Family Office is based in Singapore to support the family of Merle A. Hinrich, who was the founder and executive chairman of NASDAQ-listed Global Sources Ltd until its sale to Blackstone in 2017.
The Hinrich Foundation is an Asia-based philanthropic organization that works to advance mutually beneficial and sustainable global trade. The Foundation supports original research and education programs that build understanding and leadership in global trade.
Kathryn joined the family office in 2011. As CEO, she leads its investment and operational management functions as well as the program management of the Foundation. She led the relocation of the family office to Singapore and the expansion of the foundation’s philanthropy programs.
Prior to joining the Foundation, Kathryn spent 20 years in the financial services industry in Australia and Asia with global organisations. She holds bachelor’s degrees in law and economics from the University of Queensland. She is also a Fellow of FINSIA (the Financial Services Institute of Australasia), a graduate of the Australian Institute of Company Directors and a Trust and Estate Practitioner (TEP).

Kelvin Tay
CIO (South Asia Pacific)
UBS
Kelvin is the Chief Investment Officer (South Asia Pacific) at UBS Global Wealth Management, where he also serves as a member of the UBS WM Asia-Pacific Investment Committee. He provides strategic research and insights to the asset allocation process.
Kelvin is also an Adjunct Associate Professor at Nanyang Technological University's Nanyang Business School, where he lectures on Macroeconomics, Cycles, Bubbles & Crises and Investment Products & Advisory Strategy in the Masters in Asset & Wealth Management programme. NTU is ranked 19th in the world by Quacquarelli Symonds (QS) World University Rankings, 2022.
Kelvin is also a Lead Lecturer at the Wealth Management Institute, where he teaches the Advanced Diploma in Financial Management, the Asset Management AcceleratorProgramme, the Certified Private Banker courses amongst others.
Globally, Kelvin is one of our most sought-after speakers in UBS. He is a bi-monthly guest host on CNBC Asia and a regular commentator on international broadcast media such as Bloomberg TV, ChannelNews Asia…etc. He also contributes byline articles on a regular basis to The Business Times, Hong Kong Economic Times, The Edge and other publications.
Kelvin first joined UBS Wealth Management Asia in April 2006. Prior to joining UBS, Kelvin held numerous responsibilities at Deutsche Bank Private Wealth Management (Asia). As the Asian Equities Strategist, he was responsible for equity allocation and managed an Asian equities portfolio. He was also responsible for selecting underlying equities for the private bank’s structured products and for conducting funds research.
From 2002 to 2004, Kelvin was a regional telecoms analyst at JPMorgan Chase where he was consistently rated in the top 4 in surveys such as Asia Money and Institutional Investor. From 2000 to 2002, he was also a regional telecoms analyst with ABN AMRO (Asia) Ltd in Hong Kong, where his team was ranked No. 1 in the 2000 Greenwich survey. He was also ranked No. 3 in AsiaMoney's regional telecoms analyst survey in 2001. Prior to that, Kelvin worked at Overseas Union Bank in Singapore as a credit analyst in loan syndications and capital markets.
Kelvin received his MBA (finance specialization) from Imperial College, University of London in 1999, where he was awarded a distinction for his Master’s Thesis. He also holds Bachelor of Social Science and Bachelor of Arts degree from the National University of Singapore.

Kevin Tan
Founder & CEO
Tri-Sector Associates
Kevin is Founder and CEO of Tri-Sector Associates, a non-profit intermediary supported by the EDB and Temasek Trust whose mission is to develop new ways for the public, private, and people sectors to collaborate in solving the most complex social problems around Asia.
Tri-Sector supports philanthropic, private, and public organizations to maximize the impact of funding by using adapting blended finance and outcomes-based funding models to Asia’s unique context. Tri-Sector has helped to design several pioneering instruments in the social and environmental space, including the first recyclable grant technical assistance facility for conservation in Southeast Asia, the first “Payment For Success (PFS)” social blended finance project in Hong Kong, and the first Social Impact Guarantee (SIG) and Outcomes Amplifier (OA) globally.
Kevin’s work has been featured in the Business Times, Forbes and the Stanford Social Innovation Review. He previously worked at Third Sector Capital Partners, a leading PFS intermediary in the US, and studied business and public policy at the Harvard Kennedy School and the University of Oxford.

Prof Kishore Mahbubani
Distinguished Fellow
Asia Research Institute, National University of Singapore
Kishore Mahbubani dedicated over five decades of his life to public service, for which he was conferred the Public Administration Medal (Gold) by the Singapore Government in 1998. In his 33 years as a Singapore diplomat, Kishore took on many challenging assignments, serving for example in Phnom Penh, Cambodia, in 1973-74 during the Cambodian Civil War. He also served two stints as Singapore’s Ambassador to the UN (1984-1989 and 1998-2004) and held the position of Permanent Secretary of the Ministry of Foreign Affairs from 1994 to 1998.
Kishore had an equally illustrious career in academia. He was appointed the Founding Dean of the Lee Kuan Yew School of Public Policy in August 2004 and led the School until 2017. Despite his duties, as diplomat and Dean, Kishore is a prolific author and has published ten books. His ninth book, The Asian 21st Century, is an open access volume which has been downloaded over 4 million times. His latest book, a memoir titled Living the Asian Century, was published in August 2024.
Kishore has been listed among the world’s top 100 public intellectuals by Foreign Policy and Prospect magazines and among the Top 50 individuals who would shape the debate on the future of capitalism by the Financial Times. He was inducted into the American Academy of Arts and Sciences in October 2019. More information can be found on http://www.mahbubani.net.

Manish Tibrewal
Co-Founder
Farro Capital
Manish is the co-founder of Farro Capital, a new age platform to serve the needs of ultrahigh net worth clients. It specialises in providing bespoke and cutting-edge solutions to ultra-high net worth families globally in multiple areas including portfolio allocation, monitoring and execution, risk assessment, multi asset strategies, credit, cross border structuring, succession, trust planning and governance.
Prior to that he was with the Tolaram family for 18 years and handled variety of roles for them. His last role there was that of the CEO and member of the board of directors of Maitri Asset Management, which started as the Single family office of Tolaram, and has now transformed into a regulated, B-Corp certified and award winning multifamily office.
During his stint of 20 years, he has gained deep understanding of complex issues surrounding the families including succession and legacy planning, structuring, defining the long-term goals of the wealth and managing the softer issues within the family. He is passionate about aligning purpose with profit through sustainability and impact tools and that resonates well with the next-gen family members. Manish has served as a steering committee member of the Family Office Community of Family Business Network and he was instrumental in designing their Family Office Community program. Manish is a senior advisor at the Global Family Office Circle Asia, and he also teaches programs for Family Offices at Wealth Management Institute. He was also a guest faculty at National University of Singapore for MBA for Family Business. He is a regular speaker at various marquee conferences on topics of Family Office, Investments and Sustainability.
Manish hails originally from India’s north-west province of Rajasthan and grew up in Nagpur in Central India. He completed his bachelor’s degree in Commerce from Nagpur University and attained professional accounting degree from Institute of Chartered Accountants of India. He has worked in India, Africa, and Singapore. He has also served on to board of various not for profit organisations such as Rotary Club of Singapore.

Dr Maren Schweizer
CEO & Chief Innovation Catalyst
Schweizer World Group
Dr. Maren Schweizer is the 6th-generation Founding-CEO of Schweizer World Group, her Family Office, Portfolio Management Company, and venture/private capital platform managing 34 portfolio companies across Electronics, Advanced Manufacturing, Mobility, Clean Energy, eCommerce, Health-Tech, and Digital Platforms.
An accomplished technology executive with 25+ years of leadership experience, Dr. Schweizer has a distinguished track record in Manufacturing, Electronics, Digital Transformation, and Investment Management. With a robust technical foundation, she is recognized for steering strategically significant transformation initiatives that accelerate global growth and operational excellence. Her professional focus centers on scaling enterprises, fostering innovation, and guiding organizations through high-impact change.
Before assuming leadership of her family’s now 175-year-old business, Dr. Schweizer served as Sales Director at Dassault Falcon Service (Paris), a subsidiary of Dassault Aviation, and launched her career as an entrepreneur by founding WM Aero Charter, a German private aviation and logistics company.
Her governance experience spans 25+ years on boards with 15+ years on boards of publicly listed companies in Germany and Japan, including Meiko Electronics (Japan), a microelectronics PCB manufacturer with ¥95B consolidated sales and 10,000 employees. She has also held Director roles across Asia (China, Vietnam, Hong Kong, Singapore) and serves on multiple advisory and governance boards worldwide, including two in Singapore.
A five-time entrepreneur, Dr. Schweizer has co-founded and scaled three start-ups to successful exits. Her leadership accolades include being an EY Entrepreneur of the Year Finalist (Top 5 in mid-cap) and receiving BDO’s “Turnaround of the Year” award.
Deeply committed to education, talent development, and cross-border collaboration, she is a Mentor for Start2Group, German Accelerator, and Scaler8, supporting early-stage ventures entering Southeast Asian, Japanese, and European markets. She is also a Career Mentor (Women in Business) with the Singapore-German Chamber of Industry and Commerce and serves as an Innovation Advisor at IPI Singapore (Enterprise Singapore subsidiary), guiding SMEs in their innovation and growth journeys.
Dr. Schweizer holds several academic and institutional affiliations:
• Research Fellow, Advisory Board Centre (Australia)– advancing board practice standards.
• Board Member, German European School Singapore (GESS) – Chair of the Risk and Audit Committee, overseeing a not-for-profit institution of ~1,900 students.
Her portfolio also includes chairing advisory boards of AIQURIS (a TÜV SÜD AI venture) and InnoWave Tech (AI), and serving since 2013 on the board of HDI Global SE (Talanx Group), a global corporate insurer with €10B annual revenues. She is additionally Partner at Starkpartners (Germany), advising family enterprises on corporate strategy, succession, and restructuring.
Dr. Schweizer holds a Master of Science from Karlsruhe Institute of Technology (KIT) and a Doctorate from the University of Innsbruck, alongside a European Airline Pilot Licence. Based in Singapore since 2013, she operates globally across industry, education, and advisory networks, integrating executive practice with governance expertise and a strong commitment to mentoring future leaders

Mark Dalio
Founder and Co-CEO
OceanX
Mark Dalio is the founder and co-CEO of OceanX, where he spearheads the organization’s strategic vision and leads its mission to explore the ocean and bring it back to the world.
Mark is responsible for organizational strategy, charting opportunities for impact and growth, overseeing OceanX’s educational initiatives, shepherding brand and marketing activities, and leading regional expansion activities in Asia. Alongside his co-CEO, Mark also leads development and partnership cultivation for the organization, with a focus on ensuring that new opportunities support OceanX’s strategic objectives. His work has positioned OceanX as an industry leader in oceanic research, science, education, and filmmaking and galvanized a new generation of ocean enthusiasts and conservationists.
In 2013, Mark launched Alucia Productions, now part of OceanX, to use vivid cinematography and compelling media to tell stories of scientific discovery and exploration and bring the ocean to life for audiences worldwide. A visionary director, producer and storyteller, Mark has led partnerships with top production companies to develop stunning ocean media, including the BBC’s award-winning nature documentary series Blue Planet II, the PBS Nova Special Creatures of Light, David Attenborough’s Great Barrier Reef, the BBC digital initiative Our Blue Planet, and the BBC-OceanX produced giant screen film, Oceans: Our Blue Planet. Along with a group of the world’s leading creative and scientific minds, Mark was also responsible for developing and supervising the retrofit of the OceanXplorer, the most advanced scientific research and media vessel ever built.
Mark is an executive producer on the documentary series OceanXplorers, which debuted on the National Geographic Channel in 2024, and is streaming on Disney+ and Hulu.

Dr Marty Natalegawa
Former Foreign Minister of Indonesia
Dr. Marty Natalegawa served as Foreign Minister of Indonesia (2009 – 2014). He is the author of “Does ASEAN Matter? A view from Within” (ISEAS Publishing - 2018). In 2023 he initiated the Amity Circle which brings together individuals in the Asia-Pacific with deep head of state and ministerial policy experience, united in their support for diplomacy and dialogue.
He co-authoured “Geopolitik dan Perekonomian Indonesia: Dampak dan Respons Kebijakan” (Geopolitics and the Indonesian Economy: Impacts and Policy Responses) and conducted research with the Bank Indonesia Institute of Indonesia’s central bank on the issue of geopolitics and Indonesia’s economy.
He is a member of the UN Secretary-General’s High Level Advisory Board on Mediation. He served in the UNSG’s Advisory Board on Disarmament and the Board of Trustees of the United Nations Institute for Disarmament Research. He also served in the UNSG’s High Level Panel on Global Response to Health Crises and UN President of the General Assembly’s 72nd Session Team of External Advisors.
Also, inter alia, he is a member of the International Academic Advisory Committee of the Oxford Centre for Islamic Studies; the Southeast Asia Advisory Board of the Centre for Strategic and International Studies (CSIS – Washington, D.C.); and the Global Advisory Committee of the Jeju Forum. He has also served in several globally recognized think-tanks. He is presently Asia Society Policy Institute Distinguished Fellow, a Distinguished Visiting Fellow in the S. Rajaratnam School of International Studies. He is the Chairperson of the Asia Pacific Leaders Network (APLN) for nuclear non-proliferation and disarmament. He also served as a member of the “International Group of Eminent Persons for a world without nuclear weapons” set up by the Government of Japan.
Dr. Natalegawa was Permanent Representative/Ambassador of Indonesia to the UN (2007-2009); Ambassador to the UK and also to Ireland (2005-2007). He served in various capacities within the Ministry of Foreign Affairs of Indonesia between 1986 and 2014, including as Director General for ASEAN Cooperation, Director for International Organizations, Chief of Staff, and Spokesperson of the Ministry.
Within ASEAN, he has been instrumental in pushing for the ASEAN Community through the 2003 Bali Concord II; contributed in initiating the East Asia Summit, the 2011 Bali Concord III on ASEAN Community in the global community of nations, and the 2011 “Bali Principles” which provides for peaceful settlement of disputes and the repudiation of use of force amongst the countries of the EAS. He was an early advocate of an ASEAN role in the Indo-Pacific through the concept of “dynamic equilibrium”. Throughout, including as Foreign Minister, he actively promoted the management and resolution of potential conflicts in the region.
Within the UN, he served, among others, as President of the Security Council in November 2007 and Chair of the Security Council Sanctions Committees on the DRC and Rwanda, as well as the Working Group on Peacekeeping Operations. He also served as Chair of the UN Special Committee on Decolonization. He led Indonesia’s delegation at numerous multilateral negotiations, both within the UN and beyond. He was instrumental in securing Indonesia’s ratification of the Comprehensive Nuclear Test Ban Treaty (CTBT) in 2012.
Dr. Marty Natalegawa was awarded the Satyalancana Wira Karya medal from the Government of the Republic of Indonesia in 2011. On 17 August 2014, he was awarded the Bintang Mahaputra Adipradana medal. The medals are awarded to individuals for their service to the nation.
In November 2012, he was made Honourary Knight Commander of the Order of St. Michael and St. George (KCMG) by Her Majesty Queen Elizabeth II of the United Kingdom of Great Britain and Northern Ireland. In May 2025 he was conferred the Grand Cordon of the Rising Sun by His Majesty the Emperor of Japan.
He has been cited as “one of the most respected foreign policy and international security thinkers of his generation, both within Indonesia, in South-east Asia, and in the broader Asia-Pacific region”.
He earned a D.Phil. from the Australian National University; an M.Phil. from University of Cambridge; and a BSc (Hons) from the London School of Economics and Political Science (LSE).

Michelle Lau
Head of Wealth Planning SEA
UBS
Michelle has been a Trust and Estate practitioner for over 3 decades. She spent most part of her career in HSBC Private Banking, managing the Wealth Planning and Trust business for Asia Pacific. She took on executive leadership roles in HSBC Trust company(s), sitting on the Boards of the various Trustee entities including Directorships and regulatory responsibilities.
Prior to joining UBS, Michelle was the Chief Executive of Howden Private Wealth - an independent global insurer, re-insurer and risk consultants. An extension of her Wealth Planning capabilities and management experience, her ambit covered the business in South East Asia and Dubai, partnering Private Banks, Family Offices, law firms and tax professionals.
Michelle joined UBS in 2022, heading up a team of Wealth Planners and Trust Relationship Managers to handle the growing client needs and hybrid structuring for successful inter-generational wealth transfer. This includes advice to navigate the complexities of business and estate succession plans with tools such as Trusts/Foundations, liquidity solutions, Family Office set-up and the on-going governance.
Michelle holds a Bachelor degree from W. Australia and Master degree in Business from Singapore Management University. She is a member of STEP since 2001 and a senior member of Global-Asia Family Office Circle as part of UBS Corporate Partnership with WMI.

Stacy Choong
Partner
Withersworldwide
Stacy is a partner in the private client and tax team. She advises individuals and families on their estate planning and this includes advising on wills, trusts, family governance/constitution and family/shareholders’ agreements, and also on establishing family offices, private trust companies, family charities and foundations. She also helps clients with developing efficient holding structures and succession plans, not just for their personal bankable wealth but also for their real estate investments, special collections and their family businesses. Her practice is more focused on families with multi-jurisdictional or multi-generational planning considerations or other more complex governance requirements.
She offers a unique perspective on wealth planning as she has experience not only as a legal advisor but also as a client advisor in a private bank. Stacy was previously a managing director of the wealth advisory team of one of the top global private banks and advised high-net-worth clients on succession planning and wealth structuring. Prior to that, Stacy was a tax and private client partner in the largest full-service law firm in Southeast Asia.
Besides helping clients set up family foundations and philanthropic trusts and ventures, Stacy also acts for charities, non-profit organizations and trade associations on tax, regulatory and compliance matters and she has served as charity trustees for charitable foundations. For instance, Stacy is presently a director of B Lab Singapore, a not for profit organization. B Lab Singapore leads economic systems change to support the collective vision of an inclusive, equitable and regenerative economy through building a community of purpose driven businesses, developing partnerships and engaging the wider ecosystem of people, private and public sectors. Stacy is also a director of the Asia Community Foundation, the first Asia focused independent community foundation focusing on catalyzing change in the region; and a member of the governing board of Duke NUS Medical School. Additionally, Stacy regularly advises philanthropic foundations set up by prominent US families on their philanthropic activities.
Stacy is a respected legal and tax adviser. She currently sits as a member on the Goods and Services Tax Board of Review which seeks to adjudicate disputes between taxpayers and the Comptroller of Goods and Services Tax (Inland Revenue Authority of Singapore. She has also been invited to be a member of the Modern Services Sub -Committee of Future Economy Committee (FEC) to develop and implement the industry transformation maps f or the modern services cluster.
Stacy’s knowledge of the legal landscape and also her experience in the private banking industry put her in a good position to develop a bespoke and functional solution for each client.
She is a regular speaker at many international conferences. She also organizes training events for bankers and intermediaries to ensure that they are kept current of the latest developments in the private wealth space. And on special request, she can curate special educational sessions for family clients, often involving members from various generations (and this can be conducted in both Mandarin and English).

Su Zheng, 苏峥
Founder
BlueStar Global Management (Dallas)
Founder of BlueStar Global Management, a Single Family Office and asset management company. Dr. Su served as a partner at Deerfield Management, a leading U.S. healthcare investment firm managing $15 billion in assets. He also served as the Editor-in-Chief for the SCI journal Contemporary Clinical Trials. Dr. Su holds a Bachelor's degree in Mathematics from Peking University, a Master's degree in Financial Mathematics, a Ph.D. degree in Computational Mathematics and Statistics, as well as postdoctoral training in Biostatistics from Stanford University.
单一家办BlueStar Global Management创始合伙人。曾任美国医药健康领域资产管理规模为150亿美元的Deerfield Management的合伙人。曾任SCI期刊Contemporary Clinical Trials的主编。北京大学数学学士,斯坦福大学金融数学硕士、计算数学和统计学博士,生物统计学博士后。

Viren Wong, 黄少康
President
Trillyan Investment United
Mr. Viren Wong is currently the President of Trillyan Investment Limited, a Canadian-Chinese single family office in Hong Kong and Toronto, responsible for the entire spectrum of managing the family’s assets from capital allocation to start-up investments, from tax planning to legal structuring. Previously Mr. Wong was the Investment Director and the head of the asset management subsidiary of a Chinese insurance company in Canada, acquiring assets totaling several billion US dollars, including retirement homes, hotels and offices. Before that, he was the Chief Operating Officer of a hedge fund with a client base focused on ultra high net worth individuals, institutional investors and family offices. He also served as a board director and Executive Vice-President of an energy company listed in the Toronto Stock Exchange. He was an associate analyst in Credit Suisse equity research based in Toronto. Mr. Wong is a graduate from the Kellogg-Schulich executive MBA program, a CFA charterholder, a Professional Risk Manager (PRM), and Certified Public Accountant (CPA) from the USA. He is also an alumnus of Harvard Business School.
黄少康先生是一家加拿大华人单一家族办公室Trillyan投资有限公司的总裁。该家办总部位于多伦多,同时在香港也设有办公室。黄先生全面负责管理家族的资产,从资本配置到初创投资,从税务规划到法律结构。 此前黄先生曾担任一家中国保险公司在加拿大的投资总监和其资产管理子公司的总经理,收购总计数十亿美元的资产,包括养老院、酒店和办公楼。他曾担任一家对冲基金的首席运营官,该基金的客户群主要是超高净值个人、机构投资者和家族办公室。 黄先生曾担任在一家上市能源公司的董事局成员兼执行副总裁。他曾担任多伦多瑞士信贷股票研究部的副分析师。黄先生毕业于美国西北大学凯洛格商学院高级工商管理硕士课程、为特许金融分析师(CFA)、专业风险经理(PRM) 和美国注册会计师 (CPA)。 他也是哈佛商学院旧生会的成员

Wendy Sim
Co-Regional Head of Asia
ZEDRA Singapore
Wendy has nearly three decades experience working for global financial institutions and private banks with expertise within the Trust, Wealth Structuring and Fiduciary sectors.
During her career, she has worked extensively with multi-jurisdictional families and family offices, with varied assets and multiple cross border requirements. Her experience includes establishing and consulting on complex family holdings and governance structures for global clients with structures based in Asia. She also has expertise advising and establishing philanthropy related structures.
Wendy is a former lawyer, who specialised in trust litigation and structuring during her time in legal practice. She holds a TEP qualification and is a past Treasurer of the Singapore Branch of the Society of Trust and Estate Practitioners (STEP). In addition, she is a faculty member of Wealth Management Institute, Singapore and a Senior Member of the Global-Asia Family Office Circle.
Her previous appointments included trust structuring roles in Citigroup Private Bank, DBS Bank and HSBC Trustees.
Agenda
Subject to changes
08:30AM – 09:00AM | Registration and Networking |
09:00AM – 09:15AM | Welcome Address |
09:15AM – 10:00AM | Keynote Fireside Chat: The Next Chapter: Building a Thriving Family Office Ecosystem in Singapore |
10:00AM – 10:45AM | Plenary 1: Sustaining Growth; Preserving Legacy |
10:45AM – 11:00AM | Break |
11:00AM – 11:45AM | Plenary 2: Geoeconomic Diversification: Building a Resilient Portfolio |
11:45AM – 12:30PM | Keynote Fireside Chat: Geopolitics – Trade, Tariffs and Tensions |
12:30PM – 01:30PM | Lunch |
01:30PM – 03:30PM | Masterclass: Rotation I |
03:30PM – 03:45PM | Afternoon Break |
03:30PM – 05:30PM | Masterclass: Rotation II |
05:30PM – 06:30PM | Networking and drinks |
Please note that the full event agenda is subject to change.
Stay tuned for the latest updates.
Fee & Funding Table
Partners Forum (30 September) |
Fees Before Subsidy (Including GST) |
Fees After Subsidy (Including GST) | |
Singaporean Aged Below 40 / Permanent Residents (30% IBF-FTS Funding) |
Singaporeans Aged Above 40 (70% IBF-FTS Funding) |
||
Regular Rates | $1,500.00 | $1,197.25 | $793.58 |
GFO Circle Members | $1,350.00 | $1,047.25 | $643.58 |
Group Rates (Minimum 5 Tickets) |
$1,200.00 | $897.25 | $493.58 |
Ticket Type | Pricing Details (Including GST) |
---|---|
Regular Rates | Before Subsidy: $1,500.00 Singaporean Below 40 / PR: $1,197.25 (30% IBF-FTS Funding) Singaporean Above 40: $793.58 (70% IBF-FTS Funding) |
GFO Circle Members | Before Subsidy: $1,350.00 Singaporean Below 40 / PR: $1,047.25 (30% IBF-FTS Funding) Singaporean Above 40: $643.58 (70% IBF-FTS Funding) |
Group Rates (Minimum 5 Tickets) |
Before Subsidy: $1,200.00 Singaporean Below 40 / PR: $897.25 (30% IBF-FTS Funding) Singaporean Above 40: $493.5 (70% IBF-FTS Funding)8 |
Notes:
- The Summit Masterclasses are pending accreditation by the Institute of Banking and Finance (IBF) under the IBF Financial Training Scheme (IBF-FTS). IBF-FTS funding support is only available for Company-Sponsored individuals who are
- Singapore Citizens or Singapore Permanent Residents and
- From Singapore-based Financial Institutions regulated by the Monetary Authority of Singapore (MAS) or Fintech Firms certified by the Singapore Fintech Association (SFA). Click here for more information on funding and its eligibility criteria
- Fees before subsidy is applicable for self-sponsored individuals and non-Singaporeans/ Permanent Residents.
- CPD Hours: 4 CPD Hours
- For corporate registrations (minimum 5 tickets) and enquiries, please email us at
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