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Global Family Office Online Symposium

Past Event

In-person - Webinar

Event language: English

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Global Family Office Online Symposium

Delivering a wealth of insight

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.

View recordings of past events

Watch recordings of past webinars in the series by clicking on the sessions that interest you. Registration is required.

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.

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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.

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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.

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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.

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

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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.

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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.

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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.

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

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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.

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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.

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

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

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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.

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

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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.

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Get in Touch

Mark Stokes

Deloitte - United Kingdom
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.
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Christina Staples

Deloitte - United Kingdom
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.
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