Event Overview
- SCALING HEIGHTS SECURING LEGACY
As global capital undergoes profound transformation, wealth transitions across generations, and demand for cross-border asset allocation continues to accelerate, family offices have emerged as a vital platform for high-net-worth families to achieve effective wealth governance, risk management, and sustainable legacy planning.
This forum brings together leading experts and industry professionals to explore the evolving landscape of family offices, global asset allocation strategies, and the future of intergenerational wealth succession.
More than just a forum, this is a dynamic ecosystem connecting family offices, wealth leaders, financial institutions, and professional advisors across the Asia-Pacific region.
Event Highlights
The 2026 Asia-Pacific Family Office Summit takes a marathon-style roadshow approach, spanning three months and connecting three major financial hubs across Asia-Pacific — Kuala Lumpur, Taipei, and Hong Kong.
The summit brings together 13 distinguished experts from the fields of law, finance, trusts, family governance, asset management, FinTech, and health technology, creating a cross-disciplinary platform for high-net-worth families, family offices, and wealth professionals to exchange insights and explore the future of wealth management and intergenerational succession.
Speakers
En. Shahrul Amry
Currently serves as the Director of Market Development at the Securities Commission (SC).
En. Shahrul Amry
Currently serves as the Director of Market Development at the Securities Commission (SC).
Rome Chan
30 Years of Expertise in Global Asset Management & Wealth Succession
Rome Chan
30 Years of Expertise in Global Asset Management & Wealth Succession
Edwin Koh
Head of International Wealth Business Development, AIA
Edwin Koh
Head of International Wealth Business Development, AIA
Johnson Liao
Expert in Corporate Governance & Banking Risk Management
Johnson Liao
Expert in Corporate Governance & Banking Risk Management
Jonathan Low
FinTech Innovation Expert
Jonathan Low
FinTech Innovation Expert
Marcus Tan
Global Capital, Licensing & Regulatory Law Expert
Marcus Tan
Global Capital, Licensing & Regulatory Law Expert
Vic Chuah
Cross-Border Capital Markets & IPO Strategy Expert
Vic Chuah
Cross-Border Capital Markets & IPO Strategy Expert
Martin Chin
Corporate Finance & Cross-Border Asset Management Expert
Martin Chin
Corporate Finance & Cross-Border Asset Management Expert
Stella Lee
Hong Kong Capital Markets & Financial Analysis Expert
Stella Lee
Hong Kong Capital Markets & Financial Analysis Expert
Lew Hon Kean
Pioneer in AI Health Technology & Preventive Medicine
Lew Hon Kean
Pioneer in AI Health Technology & Preventive Medicine
Vicky Tan
Expert in Legal & Trust Structures
Vicky Tan
Expert in Legal & Trust Structures
Steven Chou
20-Year Expert in Investment Advisory & Asset Management
Steven Chou
20-Year Expert in Investment Advisory & Asset Management
Shu Hua Chiang
DNA & Genomic Technology Expert
Shu Hua Chiang
DNA & Genomic Technology Expert
Event Agenda
※ The organizer reserves the right to make final amendments, changes, interpretations, or cancellation of the event without prior notice.
12:00-13:00|Registration
13:00-13:05|Opening Visual
13:05-13:15|Opening Speech
13:15-13:45|Session 1|What Families Need to Know in Establishing Family Office in Malaysia|Director of Market Development, Securities Commission Malaysia (SC)|En. Shahrul Amry
13:45-14:15|Session 2|Direct Investing & Alternative Assets: Legal Safeguards for the Modern Family Office|Marcus Tan
14:15-14:45|Session 3|Wealthy Longevity|Fintech Pioneer in AI, Investor and Healthtech & Expert Preventive Medicine|Mr Lew
14:45-15:15|Session 4|Fintech & Banking Infrastructure|Fintech Investor and Expert|Jonathan Low
15:15-15:45|Session 5|Wealth Preservation & Succession Planning|Specialist in Legal & Trust Structures|Vicky Tan
15:45-16:00|Closing & Recognition
16:00-17:00|Private Networking
8/13(四)
12:30-13:00|Forum Check-In
13:00-13:05|Forum Opening
13:05-13:10|Opening Video
13:10-13:15|Opening Guest Panel
13:15-13:45 |Session 1|New Trends in Asset Management & Investment Advisory in a Changing Asian Financial Landscape|20 Years|Expertise in Investment Advisory & Asset Management Steven Chou
13:45-14:15 |Session2|Singapore as a Wealth Succession Hub for High-Net-Worth Families|Head of International Wealth Business Development at AIA|Edwin Koh
14:15-14:45 |Session3|Unlocking the Secrets to Genetics, Longevity, and Sustainable Family Legacy|DNA & Genetic Technology Expert|Shu Hua Chiang
14:45-15:15|Session4|How FinTech Is Transforming the Future of the Financial System|FinTech Innovation Expert|Jonathan Low
15:15-15:45 Session5|Innovating Family Offices: Breaking Through Traditional Wealth Succession Blind Spots Through Cross-Industry Ecosystems|Corporate Finance & Cross-Border Asset Management Expert |Martin Chin
15:45-16:00|Closing Address
16:00-17:00|Forum Networking
9/10(四)
12:00-13:00 Guest Check-In
13:00-13:10 Forum Opening
13:10-13:15 Opening Video
13:15-13:20 Opening Guest Panel
13:20 Guest Introduction
13:20-14:00 Intergenerational Family Succession, Governance & Legacy Education in a Changing Global Landscape|AFIP and ICIA Dean|Rome Chan
14:00-14:50 Hong Kong Family Offices as a Key Hub for Global Capital|Hong Kong Capital Markets & Financial Analysis Expert|Stella Lee
14:50-15:40 FinTech: Transforming the Future of the Financial System|Banking Systems Strategy Consultant|Johnathan
15:40-16:30 Legal Structures & Risk Management for Asia-Pacific Asset Allocation|Global Capital & Licensed Legal Expert|Marcus Tan
16:30-17:10 Innovative New Models for Family Office Operations|Expert in Corporate Governance & Banking Risk Management|Johnson Liao
17:10-18:00 Networking & Exchange
Register for the Forum
Registration Notes
Registration for this forum is subject to review. The organizer will send a confirmation email to successful registrants.
For the purposes of accurately documenting the event and future promotional use, the organizer may conduct photography, video recording, and audio recording at the event venue. By registering for the event, participants agree that the organizer shall retain the rights to reproduce, broadcast, and use the images, video, and audio materials captured on the event day.
The organizer reserves the right to modify, change, suspend, or cancel the event. Any matters not covered herein shall be handled in accordance with the organizer’s relevant regulations or interpretations, and may be supplemented or announced at any time.
Forum Email: cs@ahpma.co