Event Overview


In an era of global capital restructuring, generational wealth transition, and rapidly growing demand for cross-border asset allocation, family offices have become an essential platform for high-net-worth families to achieve wealth governance, risk management, and sustainable legacy planning.

This Summit Forum will explore the development trends of family offices, global asset allocation strategies, and future succession planning. More than just a forum, it is a high-end ecosystem connecting family offices across the Asia-Pacific region.


Event Highlights

The 2026 Asia-Pacific Family Office Summit Forum will take the form of a marathon-style roadshow spanning three months, connecting three major Asia-Pacific financial hubs: Kuala Lumpur, Taipei, and Hong Kong.

The Forum will bring together 13 distinguished experts from the fields of law, finance, trusts, family governance, asset management, FinTech, and health technology to explore the future development of family offices and the high-net-worth market across the Asia-Pacific region.

Forum Speakers

En. Shahrul Amry

Director of Market Development, Securities Commission Malaysia (SC)

Rome Chan

30 Years In Overseas Asset Management Legacy Planning

Edwin Koh

Head Of International Wealth Business, AIA

Johnson Liao

Corporate Governance & Banking Risk Expert

Jonathan Low

Fintech Investor And Expert

Marcus Tan

Direct Investing & Alternative Assets: Legal Safeguards for the Modern Family Office

Vic Chuah

Capital Markets IPO Strategy Expert

Martin Chin

Corporate Finance & Asset Structuring Specialist

Stella Lee

Hong Kong Capital Markets Expert

Lew Hon Kean

Fintech Pioneer in AI, Investor and Healthtech & Expert Preventive Medicine

Vicky Tan 

Specialist in Legal & Trust Structures

Steven Chou

Chairman & General Manager, Ruiyuan Securities

Shu Hua Chiang

DNA Genomics & Genetic Technology Expert

Agenda

7/16(四)

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|論壇簽到
13:00-13:05|論壇開場
13:05-13:10|開幕影片
13:10-13:15|開場嘉賓委員會

13:15-13:45 |專題1|亞洲金融變局下,投信投顧新趨勢|20年投信投顧與資產管理經驗 Steven Chou

13:45-14:15 |專題2|新加坡如何成為高淨值家族資產傳承落點|友邦國際財富業務發展主管 Edwin Koh

14:15-14:45 |專題3|揭開基因、健康與家族永續傳承的關鍵|DNA基因科技領域專家 Shu Hua Chiang

14:45-15:15|專題4|金融科技對未來金融體系的變革與影響|創新金融科技領域專家 Jonathan Low

15:15-15:45 專題5|創新家族辦公室以跨界生態突破傳統傳承盲區|企業財務與跨境資產管理專家 Martin Chin

15:45-16:00|閉幕致詞

16:00-17:00|論壇交流

9/10(四)

12:30-13:00 嘉賓簽到

13:00-13:10 論壇開場

13:10-13:15 開幕影片

13:15-13:20 開場嘉賓委員會

13:20 嘉賓介紹

13:20-14:00 全球變局下跨時代家族接班、治理與傳承教育|美國家族傳承規劃師公會暨傳承學院院長|Rome Chan

14:00-14:50 香港家族辦公室作為全球資本的關鍵樞紐|香港資本市場與財經分析專家|Stella Lee

14:50-15:40 金融科技對未來金融體系的變革與影響|銀行系統策略顧問|Johnathan

15:40-16:30 亞洲資產佈局下的法律架構與風險|全球資本持牌法律專家|Marcus Tan

16:30-17:10 創新家族辦公室運作新模式|企業治理與銀行風控專家|Johnson Liao

17:10-18:00 論壇交流

The organizer reserves the right to make final amendments, changes, interpretations, and cancellation of the event.

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