Leading Asian Families Programme

Programme Overview

The Leading Asian Families programme is a by-invite only 3-day programme which aims to provide leading insights through a structured and practical learning journey, covering key areas pertinent to families including the Role of the Family Office, Family Constitution & Governance, Succession, and Investment Strategies – paving the way to build legacies that last.

Key Benefits of Joining the Programme

Acquire an in-depth comprehension of frameworks designed to assist families in achieving their enduring goals and addressing legacy planning requirements. Engage in discussions and analyse case studies to empower participants with the expertise and perspectives needed to formulate a personalized action plan for their family.

Curriculum

Designed for Families of Wealth, the programme comprises of 5 distinct modules covering topics spanning across family office governance structures, responsible wealth, investment strategies, as well as the various frameworks to help families meet their long-term objectives including wealth transition across generations. Participants will explore key learnings from families such as the Lee Kum Kee Family and Shanda Family Office and will be equipped with knowledge and insights to enable them to develop their unique action plan for their families.

The programme also aims to help families better understand performance drivers in both public and private markets and develop effective multi-asset strategies to achieve their investment objective.

5 Modules

The Phenomenal Family Office World
Structuring the Family Office – Governance
Psychology of Wealth: Individuals, Entrepreneurs and Families
Caring and Responsible Wealth
Family Office Investment Strategies

Participants Profile

This programme is by-invite only and is open to Families of Wealth and their family members, Business Families and Entrepreneurs.

Useful Links

About the Faculty

Professor Denise Kenyon-Rouvinez, Principal Programme Director

Professor Denise is the former director of the Global Family Business Centre at the International Institute forManagement Development (IMD) in Switzerland, where she launched and ran their global family officeprogramme and served as The Wild Group Professor of Family Business. She is appointed Temasek Fellow at WMI and she is also a regular speaker around the world including at the World Economic Forum as a member of its Expert Network.

Dr Aaron Low, Chief Executive Officer, LUMIQ

Dr Aaron Low is a founding WMI faculty and Board member. He is CEO of LUMIQ and Principal at Lumen Advisors. Previously, he was Head of Asia ex-Japan at PIMCO, and was also head of Asia at Rosenberg

Capital Management and Allianz GI. He was also the global Chairman of the Board of Governors of the CFA Institute, and a Board Member of the Government of Singapore Pension Fund, as well as many other

leading organisations. Aaron possesses a PhD from UCLA and has taught at many leading universities around Asia.

Modules	Full Fees (S$)	Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$)
Before GST	After GST	Company-Sponsored

Note:

Both modules are part of the Leading Asian Families Programme.

This programme is accredited by The Institute of Banking and Finance (IBF) under the IBF Standards Training Scheme (STS).

Singaporeans and Permanent Residents are eligible for funding support of up to 70% of direct training cost under the IBF Standards Training Scheme (IBF-STS). Singapore Citizens aged 40 years old and above will be eligible for 70% co-funding of direct training costs.

Enrolment into the Leading Asian Families Programme entitles you to a ticket to the Global-Asia Family Office Summit 2024 happening in September 2024 worth $1,500.