WMI

Family Office Discovery Series - Family Office Dialogue on Human Capital, Investments and Legacy Planning​
2025-06-23
Attracted by the opportunities offered by Singapore as a strategic base, many family offices are professionalising their operations, diversifying across asset classes, and developing next-generation leadership. As they expand their presence across global markets, the session explored how families can align long-term capital with purpose.

Our panel of family office leaders shared first-hand perspectives on building robust operating platforms, managing multi-asset portfolios, nurturing next-generation principals, and ensuring capital deployment reflects both strategic objectives and intergenerational legacy.

Speakers:

Mr Benjamin Lyman
Mr Bryan Lee
Ms Kathryn Dioth

2025 FinCrime Defence Symposium
2025-05-27 14:00 - 20:00 (Asia/Singapore)
WMI, in partnership with the Global Coalition to Fight Financial Crime and Temasek Foundation, warmly invites you to a high-level, by-invitation-only symposium on strengthening defences against financial crime.

Learn from the architects of global financial crime strategy—shaping regulatory regimes, enforcement priorities, and systemic responses across jurisdictions.
– Mr T. Raja Kumar, Immediate Past President, Financial Action Task Force
– Mr John Cusack, Chairman, Global Coalition to Fight Financial Crimes

Join leading voices from global regulatory bodies, financial institutions, enforcement, and tech as we examine the most pressing threats—from money laundering and organised crime to crypto scams and trafficking—and explore cutting-edge responses through public–private collaboration and technology.

Contact WMICompliance@wmi.edu.sg for more information.

Roundtable: Insights on Private Capital Global and Regional Trends in Singapore, Malaysia and Hong Kong
2025-05-06
As family offices navigate an increasingly dynamic private capital landscape, many are professionalising their teams, expanding investment footprints across Singapore, Malaysia, and Hong Kong. Amid rising wealth concentration and evolving generational priorities, the session explored how families are aligning capital deployment with long-term objectives.

PwC leaders shared insights from advising some of the world’s most sophisticated family offices, highlighting trends in direct investments, the shift from traditional property holdings to start-ups and M&A, approaches to professionalisation, and comparative regional tax considerations. Attendees gained an insider’s view into the strategies and opportunities shaping the decisions of today’s leading family offices.

Speakers:

Mr Anuj Kagalwala
Mr Frank Graziano
Ms Fung Mei Lin
Mr Jonathan Flack

Family Office Discovery Series - Insights from the Inside: Managing a Family Office and Foundation​ in Singapore
2025-04-22
Singapore continues to strengthen its position as a leading hub for family offices, offering the infrastructure, ecosystem, and policy support needed to scale regionally and align capital with long-term purpose. This session brought together ecosystem partners and family office leaders to explore how families are anchoring their presence in Singapore, accessing innovation opportunities, and building platforms that extend beyond investment to impact and legacy.

Representatives from the Economic Development Board shared how Singapore supports family offices as a strategic partner—facilitating connections, collaborations, and access to emerging sectors such as deep tech. The Monetary Authority of Singapore outlined initiatives to enhance the ecosystem, including developments in donor-advised funds and tax frameworks that support structured philanthropy.

Attendees also heard directly from family office principals on their journey of building purpose-driven family offices and foundations, and how Singapore’s robust and well-connected ecosystem has supported their growth, governance, and long-term ambitions.

Speakers:

Mr Bernard Fung
Ms Sonia Nayaham
Mr Srihari Kumar
Mr Teo Kai Xiang
Mr Ling Yuan Chun

Certificate in Digital Assets Investment Strategies and Risks
2025-02-20

Certificate for Family Office Practitioner - Succession and Wealth Transfer
2024-11-12

Certificate in Multi-Asset Investing
2024-11-06 - 2024-11-08

Certificate for Family Office Practitioner - Family Office Investments
2024-11-04

Certificate in International Tax Considerations for Families of Wealth
2024-10-29 - 2024-10-30

Certificate for Family Office Practitioner - Legacy and Impact for the Family
2024-10-24

Advanced Certificate in Philanthropy and Social Impact
2024-10-23 - 2024-10-25

Certificate for Family Office Advisors – Foundation
2024-10-23 - 2024-10-25

Seeking Asia's Social Unicorns
2024-10-22 18:00 - 19:30 | Wealth Management Institute, One Marina Boulevard #16-01, 018989, Singapore
Speaker

Certificate in Philanthropy and Social Impact
2024-10-21 - 2024-10-22

Priority & Retail Banking Certified Adviser (PRCA) Level 3 - Growing Your Business
2024-10-21 - 2024-10-22

Advanced Certificate in Trust Services
2024-10-11 - 2024-10-22

Certified Private Banker (CPB) Level 1 - Certificate in Introduction to Climate Change and Decarbonisation Strategies
2024-10-11

Certified Private Banker (CPB) Level 2 - Certificate in Introduction to Climate Change and Decarbonisation Strategies
2024-10-11

Certificate in Introduction to Climate Change and Decarbonisation Strategies
2024-10-11

Priority & Retail Banking Certified Adviser (PRCA) Level 2 - Client Advisory (Relationship Management)
2024-10-11

Priority & Retail Banking Certified Adviser (PRCA) Level 2 - Wealth Advisory (Financial and Investment Planning)
2024-10-10

Certificate in Long-Term Investing
2024-10-09

Certificate in Introduction to ESG Advisory
2024-10-08

Certificate for Family Office Practitioner - Managing Family Dynamics
2024-10-04

Certificate for Family Office Practitioner - Family Office Management and Operations
2024-10-01 - 2024-10-02

Certificate in Investing in Innovation
2024-09-30

Priority & Retail Banking Certified Adviser (PRCA) Level 2 - Wealth Advisory (Client Investment Suitability and Product Solutions)
2024-09-25 - 2024-09-30

Priority & Retail Banking Certified Adviser (PRCA) Level 2 - Client Advisory (Sales Strategy)
2024-09-24 - 2024-09-30

Family Office Risk Management & Controls
2024-09-16

Certificate in Environment and Social Governance for Family Offices (Intake 3)
2024-09-06
