Seminar on “Preserving Family Wealth across Generations”

A seminar on “Preserving Family Wealth across Generations” was held at Four Seasons Hotel Hong Kong on March 12, 2015, with sponsorship from Cambridge Associates. Attended by almost 70 members from significant families and their family offices, this half-day seminar addressed issues related to family wealth preservation through effective governance practices. Winnie Peng shared her thought on using family offices as glue to keep the family together. In addition, a panel moderated by Roger King shared practices in family wealth preservation.

Thursday, 03.12.2015

Harbour View Ballroom I, Level 4, Four Seasons Hotel Hong Kong, 8 Finance Street, Central, Hong Kong




Complimentary admission and by invitation only

9:00 AM  Registration
9:30 AM Welcoming Remarks
Prof. Roger King, HKUST
9:45 AM Family Office: The Glue that Keeps the Family Together
Prof. Winnie Peng, HKUST  
10:15 AM Investment Governance for Families: Lessons Learnt from Advising Over 200 Family Portfolios
Ms. Sandra Urie, Chairman & CEO, Cambridge Associates
10:45 AM Coffee Break
11:00 AM Panel Discussion: Family Investment Governance: Practitioners’ Perspectives
Moderator: Prof. Roger King, HKUST  
Mr. James Chen, Chairman, Wahum Group Holdings
Mr. Robert Dorfman, Chairman, Herald Holdings Ltd
Mr. Geoffrey King, Managing Partner, Violet Hill Partners
Mr. Eddy Lee, Director, Lee Kum Kee Company Ltd 
12:00 PM Wrap-up and Closing Remarks
Prof. Roger King, HKUST  
12:15 PM Break
12:30 PM Lunch