Can a family trust structure really help to improve family harmony? Can a family constitution really help to prevent family conflicts? Effective family governance practices promise many benefits for Asia’s enterprising families, yet there is a gap between this promise and the reality. Is it realistic to expect a family constitution to change the communication and culture of a family, especially if the advisor focuses on the crafting of the constitution but does not provide support for its ongoing implementation?
In this panel discussion, you will learn from the experts on the process of the family governance, the approaches to understand issues, support families’ ongoing implementation and the opportunities in making the process fulfilling for the family and their advisors.
Webinar participants will be able to watch and listen to (via computer audio, recommended for security reasons or telephone line) the video presentation and Q&A discussion on their screens, receive a PDF copy of the presentation slides, as well as participate in the Q&A discussion by sending in their questions to the moderator via text using the built-in Q&A function.
4.00 – 4.05pm Opening Remarks & Introduction
Ms. Goh Seow Chee - Managing Director, Aequitas Advisory Pte Ltd
4.05 – 5.15pm Panel Discussion
Ms. Goh Seow Chee - Managing Director, Aequitas Advisory Pte Ltd
- Mr Matthew Flynn, Game Changing Performance (GCP) Asia
- Mr Bernard Fung - Managing Director, Credit Suisse Singapore
- Mr Ken McCracken, McCracken Family Business Consulting Limited
- Mr Christian Stewart - Managing Director, Family Legacy Asia (HK) Limited
5.15 – 5.30pm Q&A Session
Ms Goh Seow CheeManaging Director
Aequitas Advisory Pte Ltd
Before starting Aequitas, Seow Chee has spent more than 20 years in the tax and financial services industry specializing in tax investigation, trust and family succession planning. In the most recent years, Seow Chee has been sharpening her focus on family office space, supporting Singapore and international clients. Prior to founding her firm, Seow Chee was the Managing Director and Head of Wealth Advisory South East Asia at J P Morgan Private Bank, Singapore. She had previously held senior positions in HSBC Trustee Singapore and Equity Trust Singapore (now known as TMF Group). She started her career with Inland Revenue of Singapore as a tax investigator.
Mr Matthew FlynnOrganizational systems specialist
Game Changing Performance (GCP) Asia
Matthew is a coach, governance advisor, project manager, and organizational systems specialist working for a range of Asian private equity and family enterprise clients.
In addition to work in family, governance, investment and business operations, he has a deep content expertise in the engineering and maritime fields.
Matthew's work with family offices in Hong Kong includes
- Governance, coaching and organizational systems consulting to achieve a long-term shift in family culture and performance
- Long term programs dedicated to the expansion and strengthening of financial and human capital
- Development of family office systems from blank slate
- Project management of investments and initiatives
- Advisor / Board roles in business operations
- Master’s degree in Asian studies and Economics (John’s Hopkins)
- Chinese language certificate (Harbin Institute of Technology)
- Advanced Dual Certificate in Family Business & Wealth Consulting (Family Firm Institute)
Trained in a variety coaching/organizational systems methodologies including assessments.
Mr Bernard FungManaging Director
Credit Suisse Singapore
Bernard Fung is a Managing Director and Head of Wealth Planning Services Asia Pacific, based in Singapore. Joining Credit Suisse in 2011, he and his team have worked closely with clients (many of whom are business families) to help them consider the long-term succession of various aspects of the family wealth. Since 2012, he has served as Deputy CEO of SymAsia Foundation, a charitable donor-advised vehicle regulated as a charity in Singapore. During his tenure, Credit Suisse consistently won industry recognition for “Best Wealth Planning” (2017), "Best Family Office Services" (2011, 2012, 2013, 2015, 2019) and 'Best Philanthropic Services" (2011, 2012).
Mr. Fung has several decades experience managing and operating organizations with long-term perspectives. From 2002-2010, he served the family of Lord Sainsbury of Turville as Investment Director (2002-2005) then as Chief Executive of their London-based family office investment vehicle and as an adviser and trustee of a number of the Sainsbury family's charitable vehicles.
Prior to 2002, Mr Fung managed an independent venture capital fund based in New York and seeded by a number of prominent agro-industry families on both sides of the Atlantic.
Mr Fung is Singaporean and holds a Bachelor of Laws and a Bachelor of Commerce, both obtained with the highest honors from the Australian National University.
Mr Ken McCrackenFamily Business Consultant
McCracken Family Business Consulting Limited
Ken is a family business consultant and teacher who has worked in Europe, Asia, and North America. His work includes:
- Succession planning for family businesses and family offices.
- Creating effective governance for these enterprises.
- Helping clients to implement their succession and governance plans.
Ken is the author of the STEP Advanced Certificate in Advising the Family Business and also teaches the family business module on the STEP Professional Postgraduate Diploma in Private Wealth Advising.
He is a Fellow and a Director of the Family Firm Institute, the most influential global network of thought-leaders in the field of family enterprise. He is also a past recipient of the FFI Award for Outstanding Interdisciplinary Achievement.
In 2018, Ken was invited to write a Special Report for Globe Law and Business entitled, Creating the Trusted Team of Advisers for a Family Business.
Mr Christian StewartManaging Director
Family Legacy Asia (HK) Limited
Christian is the founder of Family Legacy Asia, a process consulting firm based in Hong Kong. He assists family enterprises around Asia with family governance, succession, and family learning & development.
He facilitates family meetings and helps families to form and implement family councils, family constitutions and family policies, often in the context of transition planning. His philosophy is that such structures work best when based on understanding the unique culture and relationships within the family.
Christian originally qualified and practiced as a solicitor in South Australia from 1990 to 1994. He moved to Hong Kong in late 1994 joining PricewaterhouseCoopers and became a partner and head of their Trust & Private Client Group. In July 2002 he joined JPMorgan Private Bank to head the bank’s Wealth Advisory team for Asia.
He left JPMorgan and founded Family Legacy Asia in July 2008 to provide independent advice s on family governance & succession. From May 2016 he became an associate with Wise Counsel Research, a nonprofit think-tank and boutique consultancy based in Massachusetts USA, focused on matters of wealth and philanthropy.
In June 2017, Christian received the award for Leading Individual (Advisor) at the WealthBriefingAsia 2017 Awards, Singapore.