Launch of the Impact Philanthropy Partnership

The Impact Philanthropy Partnership (IPP) is an exciting new partnership between WMI, the Monetary Authority of Singapore (MAS) and the Private Banking Industry Group (PBIG), which will bring together family principals and offices to collectively tackle society’s most pressing challenges and issues.   For the launch of the initiative, we started by exploring what ‘success’… Continue reading Launch of the Impact Philanthropy Partnership

Investments in Private Equity and Venture Capital for Family Offices

Attracted by opportunities in disruptive technologies and innovative business models, many family offices are deploying capital into private market investments and start-ups. As they grow their influence in a shifting venture ecosystem, what skills and resources do family offices need?   Our panel of experts shared with attendees on how the role of PE/VC can… Continue reading Investments in Private Equity and Venture Capital for Family Offices

1 Day

Finding the Right PE/VC Strategy for Your Family Office

Attracted by opportunities in disruptive technologies and innovative business models, many family offices are deploying capital into private market investments and start-ups. However, building a successful PE/VC portfolio is not straightforward.   Our event featured leading family offices and venture capital firms who shared with attendees the advantages and pitfalls of different ways to get… Continue reading Finding the Right PE/VC Strategy for Your Family Office

Global-Asia Family Office Summit 2023

The Global-Asia Family Office (GFO) Summit is a trusted platform that brought together leading family offices, advisors, and thought leaders from Asia, the US, Europe, and around the world to convene, learn from each other, and address topics including investing, family office leadership, and social impact.   Centered around the theme of ‘Building the New Era… Continue reading Global-Asia Family Office Summit 2023

Family Office Discovery Series – Investment Discovery [Private Markets]

The Family Office Discovery Series is a new initiative launched by Wealth Management Institute (WMI) to help family offices better navigate Singapore’s dynamic ecosystem.   The Series enables you to connect with like-minded family office peers in your areas of interest such as family office governance and while providing a systematic introduction to various parts… Continue reading Family Office Discovery Series – Investment Discovery [Private Markets]

Family Office Discovery Series – Social Impact Discovery and IPP Roundtable: Local Giving in Global Singapore

The Family Office Discovery Series is a new initiative launched by Wealth Management Institute (WMI) to help family offices better navigate Singapore’s dynamic ecosystem.   The Series enables you to connect with like-minded family office peers in your areas of interest such as family office governance and while providing a systematic introduction to various parts… Continue reading Family Office Discovery Series – Social Impact Discovery and IPP Roundtable: Local Giving in Global Singapore

Event Series Forum

In Conversation with Nobel Laureate Prof. Robert C. Merton – A Framework for Deciphering Beta and Alpha

In this exclusive forum, we had the distinct privilege of welcoming Professor Robert C. Merton, a renowned Nobel Laureate and Resident Scientist at Dimensional Fund Advisors, to share his insights and expertise with us. Prof. Merton presented the Framework for Deciphering Beta and Alpha where he spoke on how investors can effectively navigate the challenges… Continue reading In Conversation with Nobel Laureate Prof. Robert C. Merton – A Framework for Deciphering Beta and Alpha

Next Gen Conversations: Improving Intergenerational Dynamics through Candour, Curiosity and Compassion

A generational shift is occurring in Asian family offices and family business, with the rise of a next generation of wealth owners, who are rethinking the concept of wealth ownership through the lens of tech, environmental awareness and positive social impact. This can sometimes bring about challenges across multiple generations and effective intergenerational communication plays… Continue reading Next Gen Conversations: Improving Intergenerational Dynamics through Candour, Curiosity and Compassion

Event Series IPP Forum

IPP Roundtable Series: Are Donor-Advised Funds the Future of Giving in Singapore and Beyond Trends and Insights on the Ground

Participants discussed the future of DAFs within Singapore and assessed opportunities, challenges, and innovations DAFs can offer in propelling Singapore’s vision to be Asia’s philanthropic hub. We invited experts and professionals who convened in a technical workshop setting and heard their views, insights and recommendations to co-create a vibrant and robust DAF ecosystem in Singapore,… Continue reading IPP Roundtable Series: Are Donor-Advised Funds the Future of Giving in Singapore and Beyond Trends and Insights on the Ground

Event Series Forum

Family Offices and Global Impact Opportunities with the World Bank

In the current investment environment, where the fusion of financial strategies andEnvironmental, Social, and Governance (ESG) investments have become imperatives for driving sustainable growth, the Wealth Management Institute (WMI) is delighted to host an illuminating session with Anshula Kant, the Managing Director and Chief Financial Officer of the World Bank. This session aims to highlight… Continue reading Family Offices and Global Impact Opportunities with the World Bank

Family Office Investment Discovery – Public Markets

About the Family Office Discovery Series The Family Office Discovery Series aims to help family offices better navigate Singapore’s dynamic ecosystem. The Series provides a systematic introduction to various parts of the investment and social impact communities, while enabling family offices to connect with like-minded peers in common areas of interest such as family office… Continue reading Family Office Investment Discovery – Public Markets

Impact Investment in Asia Unveiling True Change Makers

Globally, impact investing is becoming a key force driving positive social change. How can we achieve profound social impact while ensuring investment returns? For entrepreneurs and investors interested in impact investing, how can they distinguish truly valuable projects in practice and avoid direct or indirect "greenwashing"? The Caixin Asia Roundtable, to be held in Singapore… Continue reading Impact Investment in Asia Unveiling True Change Makers

Strategic Governance and Investment Insights for Family Offices

One of the strengths of the GFO Circle is the peer sharing and learning, based on the insights of our members.   Join us for the next GFO Partners Circle Knowledge-Based Learning Series session, to explore the latest governance and investment strategies shaping family offices in the US.The fireside chat will explore insights from the JP… Continue reading Strategic Governance and Investment Insights for Family Offices

Family Office Investments: AI & Climate Tech investment opportunities

Embark on a venture into the world of AI and Climate Tech opportunities. Hear from leading family offices and VC firms at this session on transformative possibilities, where AI technologies redefine industries and reshape our future, and innovation meets sustainability, offering a roadmap for family offices seeking sustainable and impactful investment avenues.   AGENDA Panel… Continue reading Family Office Investments: AI & Climate Tech investment opportunities

Uncovering Opportunities for High Impact

The Family Office Discovery Series is an initiative by WMI to help family offices better navigate Singapore’s dynamic ecosystem. This Series enables family offices to connect with like-minded peers within areas of interest, while providing a systematic introduction to various parts of the investment and social impact communities.   This special edition has been tailored… Continue reading Uncovering Opportunities for High Impact

Global-Asia Family Office Summit 2024

The Global-Asia Family Office Summit is a trusted platform that brought together leading family offices, advisors, and thought leaders from Asia, the US, Europe, and around the world to convene, learn from each other, and address topics including investing, family office leadership, and social impact.   The Summit features a premier line-up of speakers through… Continue reading Global-Asia Family Office Summit 2024

Global-Asia Family Office Circle Thought Leadership

This is an annual forum organised specially for the Global-Asia Family Office Circle members. This session, we will see a thought leader to share more about their expertise, insights and experience. This would be invaluable opportunity for you to gain a deeper understanding of emerging trends and network with industry leaders and fellow GFO Circle… Continue reading Global-Asia Family Office Circle Thought Leadership