Event Overview
As wealth among Chinese families across the Asia-Pacific region continues to grow rapidly, the priorities of high-net-worth families have evolved beyond traditional wealth management to encompass business succession, wealth preservation and inheritance, cross-border planning, and family governance. Establishing a more professional, institutionalized, and resilient family office structure has therefore become an increasingly important priority for both families and professional advisors.
The 1st Asia-Pacific Family Office Forum, held in Taipei on August 28, brought together government representatives, family office leaders, and professional advisors from Malaysia, Hong Kong, Singapore, and China. The Forum provided a platform for in-depth discussions on emerging trends in the Asia-Pacific family office landscape, cross-border legal and tax structures, trust planning, and asset allocation strategies.
Through keynote presentations, practical case studies, roundtable discussions, and exclusive VIP networking sessions, the Forum was dedicated to creating an international platform that combines global perspectives with practical insights. It aimed to help family representatives and industry professionals better understand the latest developments in family governance and global wealth structuring, while collectively shaping a new chapter for wealth succession across the Asia-Pacific region.
Event Highlights
Leading Asia-Pacific Experts Gather Across Borders
Bringing together family office representatives and professional advisors from Malaysia, Hong Kong, Singapore, China, and Taiwan, the Forum offers diverse market perspectives on the future of wealth management and family governance across the Asia-Pacific region.
In-Depth Insights into Malaysia’s Single Family Office Framework
Explore Malaysia’s Single Family Office (SFO) policies, institutional advantages, and practical applications, while gaining insights into the opportunities emerging within this rapidly developing family office market.
The Transformation and New Landscape of Family Offices in Taiwan
Drawing on Taiwan’s evolving market environment and the changing needs of families, the Forum examines the expanding role of family offices and explores new approaches to business succession, wealth succession, and professional advisory services.
Understanding the Asia-Pacific Family Office Ecosystem
Gain a comprehensive understanding of the current family office landscape across the Asia-Pacific region, including cross-border collaboration models and the broader industry ecosystem, while identifying key trends and strategic opportunities shaping the next decade.
Cross-Disciplinary Executive Roundtable
Experts and practitioners from diverse professional fields come together for in-depth discussions on family governance, legal and tax structuring, asset allocation, and cross-border wealth succession, fostering meaningful dialogue and practical insights across disciplines.
Event Agenda
※ The organizer reserves the right to make final amendments, changes, interpretations, or cancellation of the event without prior notice.
FORUM AGENDA
13:00–13:30｜Registration
14:00–14:05｜Opening Video
14:05–14:20｜Opening Remarks
Max Lin — Representative, International Chinese Heritage Association
Vicky Tan — President, Malaysia Family Heritage Association
14:20–14:25｜Opening Address
Amardeep Kaur — General Manager, Investment Management Development, Securities Commission Malaysia
14:30–15:00｜In-Depth Analysis of Malaysia’s Single Family Office (SFO) Framework
Ch’ng Dao Zhen
15:00–15:30｜The Transformation and New Landscape of Family Offices in Taiwan
Johnson Liao
15:30–16:00｜The Family Office Landscape and Ecosystem in the Asia-Pacific Region
Martin Chin
16:00–16:30｜Roundtable Discussion
16:30–16:40｜Award Ceremony
Presented by:
Amardeep Kaur — General Manager, Investment Management Development, Securities Commission Malaysia
Ch’ng Dao Zhen — Manager, Investment Management Development, Securities Commission Malaysia
16:40–18:00｜Closing & Networking
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