Compliance Module - Compliance Data Analytics
2024-07-08 - 2024-07-13

Strategic Governance and Investment Insights for Family Offices
2024-07-16 17:30 - 19:00 (Asia/Singapore)
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 Morgan Global Family Office Survey Report 2024 on key topics including governance and decision making, investment management, succession planning and family office operations.

The evening will feature global industry experts from J.P. Morgan Private Bank, one of the Corporate Members of the GFO Circle.

Hear from Elisa Shevlin Rizzo, Managing Director, Head of Family Office Advisory, US & Antoine des Noyers, Executive Director, Southeast Asia Head of Alternative Investments, Singapore in an interactive discussion moderated by Brian San, Executive Director, Programmes and Strategic Development, WMI. They will address a critical need identified across global families – family governance and succession planning and share real-world examples and best practices that have worked well for US families. We will delve and consider strategies across global families to prepare the rising generation amidst the challenges and the opportunities identified in the Report. In addition, we will also examine one of the top takeaways from the Report – 45% average allocation to alternatives and discuss how large institutions & pension funds approach alternatives – how that differs from the approaches from family offices, and deep-dive into the due diligence and manager selection, amongst others.

This session will be especially helpful for any of our members who want to learn about relevant good practices the US and globally and how they may be relevant and tailored towards family offices in Asia.

Get in touch with our GFO Circle Team for event enquiries

Compliance Module - Compliance in Private Banking and Wealth Management
2024-07-29 - 2024-07-30

Certified Private Banker (CPB) Level 3 - Managing Business Performance
2024-08-02

Advanced Diploma in Wealth Management - Cross Banking
2024-08-12 - 2024-08-14

Family Office Investments: AI & Climate Tech investment opportunities
2024-08-15 16:30 - 18:30 | Wealth Management Institute, One Marina Boulevard #16-01, 018989, Singapore
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 #1: Venturing into VC: Best Practices for Family Offices
VC firms continuously discover and nurture groundbreaking technologies with high-growth potential, unlocking long-term value for investors. Yet, VC remains a relatively new asset class for many family offices. In this session, panelists will:
– Examine considerations and challenges for family offices starting to build their VC portfolio
– Explore why the VC asset class remains attractive in the current market environment
– Discuss why portfolio value creation efforts by VCs are important to drive fund returns

Panel #2: Amplifying Opportunity: Artificial Intelligence
Technology is evolving at an unprecedented pace, with each innovation reshaping the way we work and live. The rapid acceleration of AI has led to an influx of VC investment, which is likely to continue in the coming months and years. In this session, panelists will discuss:
– Where are the biggest AI-driven opportunities globally and in Asia?
– Which areas within AI are more investible?
– How can family offices obtain exposure to opportunities in AI?

Drinks Reception & Networking

Lineup of speakers:
Raj Ganguly, Co-Founder & Co-CEO of B-Capital
Angela Huang, Managing Director, EE Capital
Lesan Tsai, Managing Director & Head of Private Investments, Kiri Capital

Get in touch with our GFO Circle Team for event enquiries

Certificate for Family Office Advisors for Greater China Markets
2024-08-19 - 2024-08-21, 2024-08-23 - 2024-08-27

Certified Service Adviser (CSA) Level 1 - Successful Account, Client and Stakeholder Management
2024-08-26

Compliance Module - Compliance Risk and Compliance Culture
2024-08-29 - 2024-08-30

Uncovering Opportunities for High Impact
2024-08-29 17:00 - 19:30 | Wealth Management Institute, One Marina Boulevard #16-01, 018989, Singapore
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 to family principals and SFO professionals who are eager to explore Asia’s dynamic philanthropy and impact capital landscape, and understand the latest trends.

Commencing with sharing and insights from EY on Singapore’s Philanthropy Tax Incentive Scheme (PTIS), this interactive session will set the stage for discussions on effective capital deployment into high-impact opportunities. Participants will also explore a range of tools and platforms that funders can consider when building a strategic impact portfolio across the region.

We warmly invite you to join us for an evening of peer sharing and knowledge exchange.

The Family Office Discovery Series is proudly organised by the Wealth Management Institute (WMI), and hosted by the Global-Asia Family Office (GFO) Circle and the Asia Centre for Changemakers (ACC) that build capabilities and communities in the family office and impact capital sectors.

Certificate for Family Office Advisors – Advanced
2024-09-02 - 2024-09-06

Certified Private Banker (CPB) Level 3 - Managing Change
2024-09-05

Certificate in Environment and Social Governance for Family Offices (Intake 3)
2024-09-06

Family Office Risk Management & Controls
2024-09-16

Global-Asia Family Office Summit 2024
2024-09-16 - 2024-09-17
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 interactive keynotes, plenary sessions, and masterclasses by family offices and distinguished experts from industry powerhouses.

Participants heard directly from leading family offices who shared their first-hand experiences and learned about the most pressing issues and promising opportunities facing family offices at that time.

Get in touch with our GFO Circle Team for event enquiries

Certified Compliance Officer - Foundation Financial Crime Compliance
2024-09-20

ESG Risk Management and Controls
2024-09-20

Priority & Retail Banking Certified Adviser (PRCA) Level 2 - Client Advisory (Sales Strategy)
2024-09-24 - 2024-09-30

Certified Compliance Officer - Foundation Compliance – Risks, Ethics and Culture
2024-09-25

Priority & Retail Banking Certified Adviser (PRCA) Level 2 - Wealth Advisory (Client Investment Suitability and Product Solutions)
2024-09-25 - 2024-09-30

Compliance Module - Compliance Strategy, Policy and Advice
2024-09-26 - 2024-09-27

Certificate in Investing in Innovation
2024-09-30

Certified Compliance Officer - Foundation Compliance Policy
2024-09-30

Certificate for Family Office Practitioner - Family Office Management and Operations
2024-10-01 - 2024-10-02

Certificate for Family Office Practitioner - Managing Family Dynamics
2024-10-04

Certificate in Introduction to ESG Advisory
2024-10-08

Certified Compliance Officer - Foundation Regulatory Compliance
2024-10-09

Certificate in Long-Term Investing
2024-10-09

Priority & Retail Banking Certified Adviser (PRCA) Level 2 - Wealth Advisory (Financial and Investment Planning)
2024-10-10
