Deloitte’s Global Family Office Symposium webinar series is 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.
Watch recordings of past webinars in the series by clicking on the sessions that interest you. Registration is required.
Direct and co-investing strategies for family offices
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
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
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
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
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
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
The human impact: Why clarity and governance matter
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
Why ESG investing could be key to unlocking the future family office
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
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
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
The art & science of relationships – How to engage with others on their own terms
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
The sustainability of a family business in the coming decade
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
Investing in start-ups: Playing up the family office advantage
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
Attracting, retaining and rewarding the right talent
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.
The investment lifecycle, risks and opportunities for family offices
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
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
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 business in the UK and is also a part of the firm’s wider Global Family Enterprise leadership team. Christina is responsible for bringing ‘the best of Deloitte’ to family offices and the families that they serve. Her role is to ensure family enterprise clients have access to the right services and subject-matter-experts from across the global firm to help them define their objectives and implement wealth strategies which preserves the family’s wealth and legacy into the future. Christina also leads Deloitte’s Global Family Office Community – a distinctive peer network designed exclusively for senior executives of Single Family Offices. Christina has over 15 years’ experience in professional services supporting family business leaders, family offices, and their advisors around the world, and holds Certificates in Family Business Advising (CFBA) and Family Wealth Advising (CFWA) from the Family Firm Institute. She has a track-record in creating differentiated programmes and experiences for clients across a range of markets and sectors.