The value of family meetings during the pandemic
Presentation during the virtual Asian Family Enterprise Excellence Conference, June 25 & 26 2021. How can family meetings be used to nurture family resilience?”
The Learning Family: Investing in the Family Qualitative Capitals
Presented a webinar for the Private Wealth Network, Australia, April 2021.
What can cultural anthropology teach us about family governance?
Co-lead a webinar discussion on the topic of lessons from cultural anthropology, including considering the role of family elders, March 2021.
Life Cycle of a Family Business, Virtual Book Launch
Panel member in a virtual book launch event for the special report, Life Cycle of a Family Business (Globe), March 2021.
Effective Family Governance: How Can We Close the Gap between the Promise and the Reality?
Panelist in a webinar for The Society of Trust and Estate Practitioners, Singapore, February 2021. To be effective family governance work requires a mix of hard and soft skills and a multidisciplinary team of advisors
Interview for the Enterprising Families Podcast with TsiTsi Mutendi, December 2020.
Family Businesses, Succession & Conflict
Presented online training for Courses & Seminars Limited, Hong Kong for lawyers, explaining different family business confict models, December 2020.
Can a Family Trust help to preserve Family Harmony?
Presented online training for Courses & Seminars Limited, Hong Kong for lawyers, promoting the need to address family culture in addition to structure and the need for collaborative teams, December 2020.
Wellbeing for Professionals
Ran an online workshop for Courses & Seminars Limited, Hong Kong for lawyers introducing VIA Character Strengths and a tool kit of other wellbeing practices, including the RAIN mindfulness practice, November 2020.
Planning Succession to Promote Family Harmony
Presented a webinar for the Private Wealth Network, Australia, October 2020.
Can a Family Trust help to preserve Family Harmony?
Presented a webinar for the Society of Trust and Estate Practitioners, Hong Kong. Ideally there is a collaborative team of advisors to work on both structural issues as well as family culture, September 2020.
Can a family trust help to preserve family harmony?
A webinar for African Family Firms, June 2020
The Transition from a Family Business to a Business Family
Facilitated a 2 hour breakout discussion on becoming a Business Family at the Friends of the O’s: Family Business Seminar 2020 an invitation only event of major families in the region, in conjunction with The Tanoto Center for Asian Family Businesses & Entrepreneurship Studies, Hong Kong University of Science and Technology, January 2020.
The Asian Family Business: Managing Conflict & Succession Planning
A half day course for lawyers and other professionals on understanding conflicts in Asian family firms arranged by Courses & Seminars, Legal Continuing Professional Development Training Seminar, December 2019.
Can a Family Trust preserve Family Harmony?
Presentation on family trusts and family governance for a conference on The Modern Family Trust - Wealth, Legacy, Controversy, organized by Deloitte Legal, Hong Kong, December 2019.
Unleashing the Power of the Rising Generation
Led a 2 hour discussion on how to get started with estate planning for a YPO forum group in Hong Kong, November 2019.
What are tools to build healthy families? That’s the question that Keith Whitaker discusses with Christian Stewart in this podcast. Christian is a non-practicing solicitor in Hong Kong who consults with global families around family governance. Among other things, Christian describes exercises he uses with families around managing difficult conversations and expressing gratitude. He also talks about how advisors can develop a comfort level in deploying these tools with their families.
Working with the Sibling Partnership in Asian Family Firms
A webinar for the Family Firm Institute Asian Circle, 31 May 2018
Family Meetings
Presentation for the members of Entrepreneurs Organization Hong Kong, 24 January 2018
How does Family Governance Help Improve Family Harmony? Avoiding the Battle of Generations
Panelist, Family Wealth Symposium 2017 Hosted by BNY Mellon Wealth Management, Hong Kong, 31 October 2017
Family Business Succession Planning
A half day course for Courses & Seminars, Legal Continuing Professional Development Training Seminar, 30 October 2017
The Family Constitution
Training on developing a family constitution for the CEIBS Family Office Executive Program, 4 December 2016, Shanghai
The 2nd International Conference on Private Capital and Intergenerational Wealth, a STEP Academic
Community Conference, 3 November 2016, Hong Kong
A review of Four Frameworks for consulting to family enterprises in Asia
Presenter, Courses & Seminars, Legal CPD Training Seminar, Hong Kong, 2nd June 2016
To ensure that a family business is able to thrive for generations it is imperative that family members are able to communicate in an effective and organized manner, while at the same time respecting boundaries.
A presentation for STEP Hong Kong, 14 April 2016
How do you make sure the family constitution does not end up in the bottom drawer collecting dust and forgotten?
Ownership Succession Planning
Developed & facilitated a 2 day training module on ownership succession for next generation family members in Jakarta for the Business Families Forum @ Indonesian International Institute for Life Sciences, December 2015.
Facilitating the Family Meeting/Forum – The Effective Communicator
Co-presenter, Step Asia Conference, Singapore, 11 November 2015.
Trustee Challenges: Dealing with the Qualitative Side of Family Wealth and the Special Dynamics of Family Businesses in Trust
Speaker, STEP-SATC Lausanne Conference 2015, Lausanne, 3 November 2015.
Family Business Succession Planning
Presenter, Courses & Seminars, Legal CPD Training Seminar, Hong Kong, 17th September 2015
What are the essential elements in developing a process to discuss family business succession?
Family Business Consulting in Asia
Guest speaker, Chinese University of Hong Kong, EMBA Class, Hong Kong, 23 July 2015.
Family Business Governance for the Indonesian and Malaysian Client
The 3rd Offshore Investment Conference, Raffles Hotel, Singapore, January 22, 2015
How do you address family culture, communication and conflict in family firms in Indonesia and Malaysia?
Family governance arrangements are unlikely to work unless these issues are also being addressed.
Family Offices in Asia – how are they developing and how are they being structured?
The 3rd Offshore Investment Conference, Raffles Hotel, Singapore, January 21, 2015
An overview of the possible roles and functions of the Single Family Office here in Asia, if the goal is to preserve family human, intellectual, social and financial capital.
Families at War – Lessons from the trenches
STEP Asia Conference, Hong Kong October 8 & 9 2014
The architecture of succession planning: Structures and integration
Facilitator at the Terrapinn Asia Family Office Forum, Singapore 18th March 2014
Fly High in Tomorrow’s Family Office
The 2nd Offshore Investment Conference, Singapore, January 22, 2014
Gradually, but noticeably, more and more members of newly rich families in Asia, have started to recognise the benefits of a family office.
Keeping it in the Family: Disputes and the role of the Family Office
Panelist, Legal Week’s Private Client Forum, Hong Kong, 10th September, 2013
Family Governance
A presentation for The Hong Kong University of Science and Technology MBA Class - Family Business Elective Spring 2013
Integrating a New Generation
Workshop presentation, Family Business Network Asia, 21 May 2013, Hong Kong
A Word to the Wise: Using Mentors and Elders to Support and Integrate the Next Generation
Marcus Evans Elite Summit 2012, November 2012, Montreux, Switzerland
Family Governance and Governance of Family Controlled Firms
Invited guest speaker, Hong Kong University of Science and Technology, Chinese Executives Program, Family Business Module, September 16th, 2012, Hong Kong
Understanding Business Succession for Asian Families
IBC’s Annual Wealth Forum Asia, 23 May 2012, Singapore
Governance, Where are we?
Workshop presentation, Understanding the Asian Family Office, IBC’s Annual Wealth Forum Asia, 22 May 2012, Singapore
Basic Principles & Guidelines for Consulting to the Asian Family Business
A workshop for the Family Business Learning Series, The Chinese University of Hong Kong, 17 May 2012, Hong Kong
Creating Family Governance to Prevent Family Wars and Preserve Family Wealth
Marcus Evans, APAC Investments Summit 2012, 18 April 2012, Macau
The role of the Advisor to the Asian Family Business
Hong Kong University of Science and Technology, MBA Class, Family Business Elective, 16 April 2012, Hong Kong
Families and Wealth: Incentives Entitlement and Communication
A training session for the Singapore Management University/ Institute of Private Investors, Wealth Management Program, 21 March 2012, Singapore
The Asian Wealth Management Imperative
How can private wealth management firms help Asia’s family businesses continue the business and the family harmony and avoid destructive family conflicts?
The CFA Institute Asia Pacific Investment Conference, 7 March 2012, Hong Kong
East Meets West: Elevating Family Governance to Divide Responsibilities, Set Expectations and Broaden Transparency
The Marcus Evans Private Wealth Management APAC Summit, Macau, 31 October, 2011
Preventing decay of family wealth: Succession planning and structuring for UHNWIs
Euromoney’s 6th Annual Private Wealth Management China, Beijing, 23 September 2011
Family Governance: East vs West Family philosophy?
A panel discussion at the Chinese Family Business Program of the Tsinghua University Alumni Association, Hong Kong, 9 July 2011
Challenges in Preparing the Next Generation to Take Over the Family Business
A panel discussion at the Chinese Family Business Program of the Tsinghua University Alumni Association, Hong Kong, 8 July 2011
Succession in the Asian Family Firm
A presentation made to the Chinese University of Hong Kong, MBA course on Corporate Governance for Private and Family Enterprises, 13 May 2011
A Family Council and Family Constitution for Asian Families?
A presentation made to the Hong Kong University of Science and Technology, MBA class, 17 April 2011
A presentation made at the First ACME International Conference on "Sustaining Family Enterprise", 15 March 2011, Manila
A presentation for the Hong Kong Society of Trust and Estate Practitioners, February 2011
A presentation made at Marcus Evans’ Private Wealth Management & Family Office Conference, Singapore, November 2010
Family Governance & Succession Planning in Asia
A panel discussion on family governance held at the Family Office conference of a European Private Bank, November 2010
How would you advise the settlor while he is alive? How will you deal with the family after the settlor has passed away? A case study presented at the STEP Asia conference in Hong Kong, November 2010
Family Governance for the Family Office
A training session on family governance conducted for the Singapore Management University, Singapore, August 2010
Succession & Family Governance
Guest lecture made at the Chinese University of Hong Kong, as part of their series on Managing Family Business Growth, July 2010
A presentation for the Family Business Network Pacific Asia, Manila, February 2010
A panel discussion held at Euromoney's 5th Private Wealth Management Forum, November 2009
A presentation at the Campden Asia Pacific Family Office Conference.
What are some of the lessons that Family Offices in Asia have learned from the financial crisis? November 2009
The Ins and Outs of Family Business
Participant in the Asian Family Business Roundtable, organized by the Hong Kong University of Science and Technology, August 2009
A presentation for the Hong Kong Society of Trust and Estate Practitioners, March 2009
Presentation for the Euromoney Private Wealth Management Forum, November 2009
Family Office 101
A training session introducing the concept of a Family Office Singapore Management University, June 2009
MGI SE Asian Family Wealth Management Conference, Singapore, April 2008
|
