The recent high profile family disputes publicised in the media have once again highlighted the importance of family governance and planning in
advance. STEP Singapore have invited expert family governance advisors from various disciplines to share their experience to equip participants with some basic awareness, foundational knowledge and tools when considering and advising clients on of family governance.
This will be followed by an interactive workshop, where participants can learn and apply such guidance on a hypothetical case study.
Come join STEP Singapore for an informative yet practical session where smart governance meets seamless succession planning.
09.00am Registration
09.15am Welcome from STEP Singapore
Ms Guo Jiawen, Head of Family Office and Wealth Advisory Singapore, Bank of Singapore
09.20am What Does Family Governance Advisory Entail?
Dr Mandy Tham, Associate Professor of Finance(Education); Academic Director, Master of Science in Wealth Management; Academic Director, Business Families Institute, Singapore Management University
10.05am Governance Advisory – Skillsets and Laying The Foundations
Mr Nicholas Jacob, Partner, Forsters LLP
- Toolkit of family governance advisors
- Must I have a legal/ psychology/ tax background?
- Building trust with the family
- Other soft skills
10.50am Networking and Refreshments
11.20am Panel Discussion
Moderator: Ms Dawn Quek, Principal, Baker & McKenzie Wong & Leow
Mr Nicholas Jacob, Partner, Forsters LLP
Ms Lim Ping Ping, Vice Chairwoman, Global Family Wealth APAC,LGT Private Banking
Dr Mandy Tham, Associate Professor of Finance (Education); Academic Director, Master of Science in Wealth Management; Academic Director, Business Families Institute, Singapore Management University
12.20pm Networking Buffet Lunch
01.30pm Exercise: Case Study (Part 1)
- Briefing/ Introduction
- Group discussion
03.00pm Networking break
03.30pm Exercise: Case Study (Part 2)
- Group presentations
- Sharing by facilitator on Case Study and wrap up
05.00pm Networking Cocktails