Global Family Office Online Symposium

Learn why many family offices are continuing to make the shift to direct and co-investing, the pros and cons, and how to get into the game.

(DEC 2021)

The last decade has seen a significant increase in family offices direct-investing in private companies and investment funds, as well as co-investing alongside other families or private equity funds. During this session we’ll explore why so many family offices continue to make these shifts in their investment strategies, the pros and cons of direct and co-investments for family offices, and tips on getting into the game.

Speakers

• Rob Olsen Private Equity Leader, Deloitte Canada
• Jessica Hodges , Family Office Audit & Assurance Partner, Deloitte UK
• Andrew Wynn , Founder and Managing Partner, Perwyn
• Mark Turner , CIO, Taurus Invest SAM
• Michael Crouse , CEO, HanMac Capital

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Examine the economic rise of Asia, the global impact of China’s changing economy, as well as the evolution of family offices and key considerations for setting up a family office in Asia.

(DEC 2021)

Deloitte China’s Chief Economist will begin this session by examining the phenomenal economic rise of Asia, the changing Chinese economy and its global impact. We’ll then hear from a panel of Deloitte specialists on the evolution of family offices in Asia. In particular, we’ll explore the rise of family offices in the region, why so many wealthy Asian families are choosing Singapore and Hong Kong as family office hubs, and some of the key considerations for setting up a family office in Asia.

Speakers

• William Chou Asia Pacific Deloitte Private Leader, Deloitte China
• Sitao Xu  Chief Economist, Deloitte China
• Christina Chan , Family Office Partner, Deloitte Hong Kong
• Winnie Chiu , President & Executive Director, Dorsett Hospitality International
• Ee Lin Chan , Family Enterprise Partner, Deloitte South East Asia
• Cynthia Ying Chen , Family Office/Family Enterprise Consulting Director, Deloitte Asia Pacific

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An introduction to crypto for high net worth individuals and family offices including entry points for investments, tax considerations and potential risks and controls.

(NOV 2021)

Deloitte leaders in Blockchain and Crypto will share an overview of the dynamic evolution of the crypto ecosystem as relevant to high net worth individuals and their family offices. We will start with the crypto basics and then discuss the entry points for investments, some of the distinctive products and offerings hitting the market, a considerations, risks and controls and best practices.

Speakers

• Rob Massey, Global Blockchain & Crypto Tax Leader, Deloitte US
• Sha Zhang , Crypto Leader for High Net Worth Individuals, Deloitte US

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Learn about common cyber threats and practical measures that can help family offices prevent, detect and respond to cyber security breaches.

(NOV 2021)

During this interactive session, Deloitte UK’s Cyber and Technology Risk team invite you to explore some of the likely cyber incident scenarios that family offices and the families they serve could find themselves in. We’ll examine potential threats at work, at home and in transit - from extortion and fraud, to espionage and cyber-enabled physical threats - and share some practical measures that can help family offices prevent, detect and respond to cyber security breaches.

Speakers

• Karina Mowbray, Lead Partner, Family Offices Digital Risk, Deloitte UK
• Agnieszka Eile, Director, Cyber Strategy, Deloitte UK
• Nick O’Kelly, Lead Partner, UK Cyber Incident Response, Deloitte UK
• Connor Rowden, Lead Technical Responder, Deloitte UK

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Hear from a panel of next generation impact investors on how they are directing family capital towards socially responsible investments.

(NOV 2021)

During this session, we’ll hear from a panel of next generation impact investors on how they are directing family capital towards socially responsible investments which not only align with their values but also aim to preserve the family’s wealth for future generations. They’ll share their insights on how they have navigated the variety of impact investing options available, how they have dealt with differing generational perspectives and traditional investment approaches, and where they see the family office’s role in impact investing.

Speakers

• Adam Milgrom , Director, Tripple, and Partner, Giant Leap
• Lauren Thurin, VP, Business Development, Flat World Partners
• Sam Bonsey, Co-Founder and Executive Director, The ImPact
• Moderated by Elise Elliot , Family Enterprise Partner, Deloitte Australia

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Discover what’s trending with family offices based on insights from almost 400 family office leaders, surveyed as part of Campden Wealth’s 7th annual report, sponsored by Deloitte Private.

(NOV 2021)

Joined by Campden Wealth, publishers of one of the world’s most significant research reports on family offices, this session will explore the insights from almost 400 family offices surveyed as part of Campden Wealth’s 7th annual report (launching November 2021), sponsored by Deloitte Private. We’ll draw out the highlights from the report, review what’s trending with family offices, and explore some of their key challenges and priorities.

Speakers

• Mark Stokes, Fily Officeam Leader, Deloitte UK
• Dr. Rebecca Gooch, Senior Director of Research, Campden Wealth

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Hear from nextgen family members on the challenges they overcame and how they prepared to one day take over the family business.

(FEB 2021)

The sustainability of a family business in times of hardship depends to a great extent on (i) the strength of the bond existing among the family members, and (ii) the degree of institutionalization of the family business. To institutionalize a family business is to build robust institutions and to protect them with a framework, applicable to all stakeholders, whether they are family members or not. During this session, we’ll explore why the sustainability of family business is important, why so few families succeed their transition into the hands of the third generation, and lessons learnt from successful family businesses.

Speakers

• Rami Alturki, President & CEO, Khalid Ali Alturki & Sons
• Vera Backström, Member of the Board, Antti Ahlström Perilliset Oy
• Lincoln Lau , CEO, EPRO Group
• Olga Vysokova, Co-Founder, Global Next Gen Community
• Moderated by Stephen Rees, Global Family Solutions Senior Advisor, Deloitte Middle East
• Richard Nunn, Global Family Solutions Director, Deloitte Middle East

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Explore the differences between ESG, philanthropy and impact investing, and the steps to build, measure and report on an ESG program.

(FEB 2021)

This session covers the popular topic of ESG (Environmental, Social, Governance) investment for family offices, and the role your family office can play in the future of global sustainability. It explores the differences between traditional philanthropy, ESG and impact investing; the pros and cons of each and why one might be more relevant for your family office than the other, plus the current trends we are seeing in this sector. It is designed to help family office executives consider the steps to take to build an ESG programme, and critically, how the impact of an ESG portfolio can be measured and reported on an ongoing basis.

Speakers

• Richard Slater, Investment Consulting Lead, Deloitte UK
• Jessica Hodges, Audit & Assurance Family Office Lead, Deloitte UK
• Luke O'Brien, Sustainability Specialist, Deloitte UK

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Hear practical tips from family office leaders on what has contributed to the success of their family offices.

(JAN 2021)

Joined by a panel of family office leaders and Deloitte subject matter experts from across the globe, during this session we’ll examine the factors that have contributed to the success of other family offices and share some practical tips for those families who are preparing to embark on this journey.

Speakers

• Charlotte Thorne, Partner, Capital Generation Partners
• Rebekah Tobias, Head of Business Development, MARCOL
• Bridget Fury, Head, Oppenheimer Generations Philanthropies
• Moderated by Mark Stokes, Family Office Leader, Deloitte UK

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Explore the range of issues to consider when planning for a transition, including financial, philanthropic and the succession/disposition of assets.

(JAN 2021)

Family offices are in a unique position to prepare their organization and the families they serve for a variety of outcomes. While discussing future transition on the passing of a principal can be an uncomfortable and sensitive topic, proactively having these conversations and thoughtfully developing organized plans at a time when everyone is able to participate is imperative. During this session, we’ll explore the range of issues to consider such as financial implications when planning for a transition, potential challenges and considerations associated with the disposition of specific assets, the need for a clear articulation of philanthropic goals and objectives, and development of transition/succession plans for the family’s enterprises, including the family office.

Speakers

• Karen Brodsky, Global Private Client Tax Leader, Deloitte US
• Laura Hinson, Deloitte Tax Managing Director, Deloitte US
• Dr Michael Massbaum, Private Client Services Leader, Deloitte Germany

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Apply Deloitte’s Business Chemistry® framework to understand how others prefer to work and engage, and how to flex your own style in the workplace.

(JAN 2021)

What makes two people click or clash? Why do you struggle to capture that one person’s attention on the most important business decisions? How can you, as a leader, make or break team potential? Back by popular demand following its success at Deloitte’s 2019 Family Office Symposium in London, this session introduces Deloitte’s Business Chemistry® behaviour preference framework which provides a simple yet powerful way to understand how others prefer to work and engage, and how to flex your own style accordingly. The session offers practical guidance and insights into what makes people tick and what ticks them off, how some interactions unlock potential while others shut people down, and how to create a work environment where all types of people excel, even if they have conflicting perspectives, preferences and needs.

Speakers

• Michelle Osry, Family Enterprise Consulting Lead Partner, Deloitte Canada
• Jessica Dooley, Head of Business Chemistry, Deloitte UK

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Navigate the dynamics and challenges of family business succession and how to harness today’s successes for the future.

(NOV 2020)

Sharing the name and the lineage is often not enough. For family businesses to succeed, the values, energy and entrepreneurship need to be captured and harnessed. Distilling the essence of what has got us here and applying it to now and the future. An uncertain, challenging future, but one where the flexibility and drive of family businesses will be even more essential. In this session, we’ll explore the dynamics and challenges of succession and the relationship between the generations, with Walid Chiniara, author and recognized expert in family and business governance.

Speakers

• Walid Chiniara, Global Family Solutions Leader, Deloitte Middle East
• Stephen Rees, Global Family Solutions Senior Advisor, Deloitte Middle East
• Richard Nunn, Global Family Solutions Director, Deloitte Middle East

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Consider how to position the advantages of a family office investing into entrepreneurially-owned companies compared to traditional private equity investors.

(DEC 2020)

Investing in entrepreneurially-owned companies is an appealing strategy, but fraught with competition from traditional private equity groups. During this session, we’ll take an inside look at how entrepreneurs – specifically those without any institutional backing – think about family offices as they evaluate competing proposals from an array of investors. We will also share alternatives to think about how to position your family office when competing with traditional private equity groups, with an emphasis on assets that are inherent to family offices.

Speakers

• Jamie Lewin ,Corporate Finance Leader, Deloitte US
• Micaela Saviano, Tax Partner, Deloitte US

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Discover ways to find the talent, create the culture, and design reward structures that work for your family office.

(NOV 2020)

The attraction and retention of the right people to lead and staff your family office is key to its success. During this session, we’ll explore the complex world of family office employment, including finding the right people to lead and staff your family office, creating and sustaining a culture that mirrors your values and attracts best in class talent, and designing reward structures that look beyond simply salary and benefits.

Speakers

• Iqbal Jit, Talent & Reward Director, Deloitte UK
• Tanya Lutyens, Founder, Lutyens Advisory
• Anna Rolt , Founding Partner, Lutyens Advisory

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Explore key risks, opportunities and pitfalls at each stage of the investment lifecycle from an investment governance perspective – for direct investments in both funds and private equities.

(NOV 2020)

During this session we’ll discuss the investment lifecycle for family offices making their own direct investments – both in funds as well as private equities. We’ll explore the key risks and opportunities at each step of the lifecycle and highlight where we see common pitfalls for family office investors. It is designed to share our insights of best practice in investment governance based on our wide breadth of experience across a broad range of private investors – from the largest private equity houses, to sovereign wealth funds, endowment funds and single family offices.

Speakers

• Richard Parsons, Financial Advisory Partner, Deloitte UK
• Jules Colborne-Baber, Forensic Partner, Deloitte UK
• Jessica Hodges , Audit & Assurance Family Office Leader, Deloitte UK
• Jutta Tornivaara , Audit & Assurance Family Office Senior Manager, Deloitte UK

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A starting point for wealthy families and family office executives looking to establish, operate, or transform their single family office.

(Nov 2020)

This session is a starting point for wealthy families and family office executives looking to establish, operate or transform their single family office. We’ll discuss where to start and why, and address key considerations that may arise along the way to help formulate a plan that can sustain the legacy a family has built into the future.

Speakers

• William Chou, Deloitte Private Leader, Deloitte China
• Christina Chan, Family Office Leader, Deloitte Hong Kong
• Olga Kucherenko, Private Office Consulting Associate Director, Deloitte UK
• Peter Pagonis, Family Enterprise Consulting Leader, Deloitte Australia

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