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Global-Asia Family Office Summit 2026

LEGACY IN ACTION: CAPITAL FOR THE NEW HORIZON

5 & 6 October 2026
Grand Hyatt Singapore

Global-Asia Family Office Summit 2026

LEGACY IN ACTION: CAPITAL FOR THE NEW HORIZON

5 & 6 October 2026
Grand Hyatt Singapore

About The
Partners
Forum

Date: 6 October 2026
Time: 8:30 AM to 6:30 PM
Venue: Grand Hyatt Singapore

The Partners Forum is a trusted gathering place for family office partners and advisors to come together, exchange knowledge, and gain fresh perspectives from globally respected thought leaders across industry and academia. 

Designed as a dynamic platform for collaboration, the Forum offers participants the chance to engage in meaningful conversations, build strategic connections, and explore how family offices are shaping strategy, driving long-term growth, and creating impact in an evolving global landscape.

Who Should Attend: Private Bankers, Asset Managers, Family Office Professionals, Legal and Tax Advisors, Trustees, and Philanthropic Advisors.

Agenda

0830 – 0900

Registration

0900 – 0910

Welcome Address

0910 – 1000

Keynote Fireside Chat:
Investing in Age of AI

1000 – 1050

Plenary 1:
The Future of Family Investing:
The Next Generation Perspectives

1050 – 1120

BREAK

1120 – 1210

Plenary 2:
Beyond the Balance Sheet:
C-Suite Professionals as Co-Architects of Family Office

1210 – 1330

LUNCH

1330 – 1530

MASTERCLASS – ROTATION I

Masterclass 1:
China’s Deep Tech Rise: AI, Innovation and Investment Implications

Masterclass 2:
The Next-Generation Family Office Consultant Playbook

Masterclass 3:
The SFO Operating System: Integrating Structure, Governance and Daily Operations

Masterclass 4:
Family Philanthropy: Navigating Wealth, Values, and Power

Masterclass 5:
Capital for the Long Term: Navigating Concentration and Capturing Structural Growth

Masterclass 6:
AI and the Future of Portfolio Construction

1520 – 1530

BREAK

1530 – 1730

MASTERCLASS – ROTATION II

1730 onwards

Networking Reception
*Please note that the full event agenda is subject to change.
Stay tuned for the latest updates.
Register Now

Masterclasses

MASTERCLASS 1
China’s Deep Tech Rise:
AI, Innovation and
Investment Implications
Read more

MASTERCLASS 1

China’s Deep Tech Rise: AI, Innovation and Investment Implications

China is rapidly advancing in AI and deep technology, reshaping innovation across industries. This masterclass explores how breakthroughs in areas such as large language models, robotics and digital infrastructure are driving China’s rise as a deep tech powerhouse and transforming its economic landscape. The session examines the global implications of this shift, including its impact on supply chains, competitive dynamics and capital flows, while highlighting key opportunities and risks for investors. Attendees will gain a concise, forward-looking perspective on how China’s deep tech evolution is unlocking new pathways to alpha in global portfolios.

MASTERCLASS 2
The Next-Generation Family
Office Consultant Playbook
Read more

MASTERCLASS 2

THE NEXT-GENERATION FAMILY OFFICE CONSULTANT PLAYBOOK

Most client advisors enter this field with strong credentials and technical expertise, yet few are fully prepared for the realities of practice. They face conflicting priorities within the family setting, must build trust before securing a mandate, and need to know when to speak up and when to remain silent. This masterclass addresses these challenges through a practical and structured approach. It guides practitioners from self-awareness to client engagement, proposal writing, navigating family dynamics and long-term practice planning. Every session is based on a real case drawn from active practice, providing practical insights that can be applied immediately.

MASTERCLASS 3
The SFO Operating System:
Integrating Structure,
Governance
and Daily Operations
Read more

MASTERCLASS 3

THE SFO OPERATING SYSTEM: INTEGRATING STRUCTURE, GOVERNANCE AND DAILY OPERATIONS

A successful Singapore family office is a complex ecosystem, not just a legal entity. It requires a robust operating system in which the tax and regulatory environment, the core governance and trust architecture, and the day-to-day operational realities are seamlessly integrated. This masterclass provides a blueprint for building such a system. It begins by navigating the latest Singapore regulatory and tax incentive updates alongside the evolving global landscape. Next, it explores the legal and governance core, demystifying Private Trust Companies (PTCs) and family charters. Finally, it delves into the day-to-day realities of a single family office, demonstrating how to translate complex advice into seamless execution, manage investments and keep the family engaged. Attendees will leave with practical insights and a structured approach to better integrating the structure, governance and operational functions of their family office.

MASTERCLASS 4
Family Philanthropy:
Navigating Wealth, Values,
and Power
Read more

MASTERCLASS 4

FAMILY PHILANTHROPY: NAVIGATING WEALTH, VALUES, AND POWER

As Asian families commit increasing amounts of capital to philanthropy, the questions are no longer just about how to give, but who decides, what matters and why. Behind every philanthropic strategy lies a complex interplay of wealth, personal values and family dynamics, shaping decisions that are not always visible or openly discussed. These forces can align to create clarity and purpose or pull in very different directions. This masterclass moves beyond structures and frameworks to examine how these dynamics unfold in real family contexts, addressing differing generational perspectives on impact, tensions between legacy and evolving priorities, questions of control and voice, and the growing shift towards more strategic approaches to giving.

MASTERCLASS 5
Capital for the Long Term:
Navigating Concentration and  Capturing Structural Growth
Read more

MASTERCLASS 5

CAPITAL FOR THE LONG TERM: NAVIGATING CONCENTRATION AND CAPTURING STRUCTURAL GROWTH

As family wealth transitions across generations and investment opportunities become increasingly concentrated in a small number of companies, sectors and geographies, families are re-examining how best to steward and grow their capital over the long term. At the same time, structural trends such as AI, digital transformation, demographic change and the energy transition are creating new opportunities and risks for investors. This masterclass explores how leading families are balancing preservation with growth, developing long-term investment conviction, and positioning capital to benefit from enduring structural trends while maintaining resilience across market cycles and generations. Participants will gain practical perspectives on navigating long-term structural change while building resilient investment portfolios.

MASTERCLASS 6
AI and the Future of
Portfolio Construction
Read more

MASTERCLASS 6

AI AND THE FUTURE OF PORTFOLIO CONSTRUCTION

Artificial intelligence is reshaping portfolio construction and investment decision-making. This masterclass explores how AI is transforming asset allocation, risk management, alternative data analysis and market intelligence, enabling investors to process vast amounts of information, identify patterns and build more adaptive and resilient portfolios in an increasingly complex environment.


Participants will learn how AI can be applied across the investment process, from supporting the design of portfolio construction frameworks and stress-testing assumptions to evaluating investment decisions and uncovering new investment opportunities and sources of return, while maintaining appropriate human judgement, governance and long-term stewardship. The session will also address the associated risks and governance considerations.

Fees

Prices in SGD
Partners Forum 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)
Early Bird Rates
(15th July – 15th August 2026)		 $1,350.00 $1,047.25 $643.58
Regular Rates $1,500.00 $1,197.25 $793.58
GFO Circle
Member Rates		 $1,350.00 $1,047.25 $643.58
Group Rates
(Min. 5 Tickets)		 $1,200.00 $897.25 $493.58
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
    • 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 application for self-sponsored individuals and non-Singaporeans/Permanent Residents.
  • CPD Hours: 4 CPD hours (Pending IBF Accreditation)
  • For corporate registration (minimum of 5 tickets) or further enquiries, please reach out to us at gfocircle@wmi.edu.sg
Register Now

What to Expect

A distinguished gathering of visionaries, featuring family office principals, sovereign wealth fund strategists, world-class investors, and foremost domain experts.

Discover what truly drives global family offices right now, with direct insights into their current priorities and long-term blueprints.

Build meaningful relationships within an exclusive, invitation-only community of leading family offices and business owners, fostering collaborative growth and trusted relationships.

Connect with a multi-disciplinary network of experts across the wealth spectrum—including family offices, private banking, asset management, trust advisory, tax, legal, estate planning, and philanthropic advisory

Eligible for up to 70 % IBF-FTS funding and CPD hours*

    Get In Touch With Us