Events

Family offices are rethinking traditional portfolio frameworks as volatility and macro uncertainty challenge conventional diversification. We brought together members of our Global Family Office Circle and investment professionals to explore how portfolios can move beyond market-dependent returns and access more resilient sources of alpha.   Across two panels, speakers discussed practical strategies such as incorporating alternative diversifiers, leveraging AI-driven insights, using derivatives for downside protection, and identifying resilient opportunities across public and private markets. Attendees gained insights into strengthening portfolio resilience and refining investment approaches in an uncertain environment.   Speaker:  Ms Audrey The  Mr Bryan Goh  Mr Chian Choo…

Many Asian families today stand at a crossroads, with trillions in assets poised for intergenerational transition. Despite a strong desire to preserve family identity and values—a longing that resonates “in the genes” across cultures—succession remains fraught with hesitation and complexity.   We shared our key findings from WMI’s Research report: “Asia’s Succession Moment: Closing the Planning Gap to Safeguard Legacy” on how Asia’s families can bridge the planning gap and craft enduring legacies, drawing on both timeless principles and new approaches. Our guest speakers explored the emotional and strategic barriers to effective planning, sharing success stories from their research and…

Amid rising complexity and rapid technological change, safeguarding and growing family wealth requires new thinking. We brought together single-family offices and industry leaders to explore how artificial intelligence is shaping investment and operational strategies.   During the session, we explored how generative and agentic AI can be applied to enhance decision-making, streamline routine processes, and support tailored investment strategies and risk management.   Attendees heard directly from industry experts on practical AI applications, current developments, and considerations for integrating these technologies within a family office context—how they can improve efficiency, uncover insights from large datasets, and influence strategic decision-making for…