Panel Discussion – Setting up a family office - What are the actual challenges and consequences of having a family office?

Kevin Hayes of Eton Solutions

Feb 14, 2023

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For institutional, professional investors and financial intermediaries only and not for retail or public use.

Panel Discussion - Setting up a family office - What are the actual challenges and consequences of having a family office?

  • Why do you need a family office? What are key considerations?
  • What are the tax issues?
  • What is the division between a family office and an investment office?
  • What are the different types of trust / structures and how are they relevant?
  • How do you manage all the ‘governance’ aspects specifically?
  • How can you keep abreast of all the legal and procedural requirements?
  • What typically goes wrong?
  • Differences between the needs and expectations for clients from PRC, SE Asia, India or elsewhere?
  • What are the specific challenges with family offices adapting to today’s complexities?

 

Chair

Kevin Hayes
President
Eton Solutions

Speakers

Carolyn Leng
Managing Director
Bordier & Cie

Tan Woon Hum
Partner, Head of Trust, Asset & Wealth Management Practice
Shook Lin & Bok

Roxanne Davies
Partner
Proprietary Capital Holdings

Dr. Silvio Struebi
Partner
Simon-Kucher & Partners

John Shoemaker
Registered Foreign Lawyer
Butler Snow

 

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