Deloitte’s Global Family Office Symposium returns for a second year with a series of webinars designed specifically for family office leaders and wealthy families looking to establish or transform their family office. Featuring Deloitte specialists and guest speakers from around the world, we explore some of the key trends for and priorities of family offices today.
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.
An introduction to crypto for high net worth individuals and family offices including entry points for investments, tax considerations and potential risks and controls.
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.
The investment lifecycle, risks and opportunities for family offices
Nov 2020
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.
Investing in start-ups: Playing up the family office advantage
Dec 2020
Consider how to position the advantages of a family office investing into entrepreneurially-owned companies compared to traditional private equity investors.
Mark is a Partner in Deloitte’s Private Client Services team and leads our Family Office Services group, having specialised in advising families and their Family Offices throughout his career. Mark’s clients are primarily internationally mobile families, based both in the UK and overseas, with complex affairs and investment structures. Mark advises his clients on a wide range of private client matters including residence and domicile, succession planning, business structures, sale of businesses, real estate investment, investment structures, philanthropy, and the acquisition of lifestyle assets. Mark has a particular focus on Real Estate investment and is a senior member of Deloitte’s Family Office Real Estate team which advises families in respect of their commercial Real Estate investments. Mark is a member of the Chartered Institute of Taxation and was twice recognised as one of ePrivateclient’s Top 35 Under 35.
Christina leads Deloitte’s Family Office Community in the UK – a distinctive peer network designed exclusively for senior executives of Single Family Offices. The programme offers members access to topic-specific events on the key challenges impacting family offices and their families; a closed and confidential forum to discuss family office issues; updates and insights on relevant market trends; and access to Deloitte subject matter experts. Christina has over 15 years’ experience in professional services supporting private and family business leaders, family offices, and their advisors around the world. She has a track-record in creating differentiated programmes and experiences for clients across a range of markets and sectors. Christina has Certificates in Family Business Advising (CFBA) and Family Wealth Advising (CFWA) from the Family Firm Institute, a First Class Honours degree in Marketing, and a Professional Diploma from the Chartered Institute of Marketing.
