Afo presentation(1)
description
Transcript of Afo presentation(1)
Association of Family Offices in Asia
2014-9-13
Table of Content
1. Who We Are
2. Organization Structure
3. What We Do
4. Membership
5. Contact Us
Who We Are
Association of Family Offices in Asia (AFO) is a professional society in Asia distinctively gathers single, multi & virtual family offices and industry associations in the region.
AFO offers a range of consultancy services and organize activities tofacilitate collaboration & co-investment among the prestige circle.
Our Objective
“We serve family offices. The road ahead of AFO is being a trusted partner, we have no alternative goals”
Eva Law, Founder of AFO
Organization StructureKey Organization Units1. Council2. Membership Committees3. Technical Committees
3.1. Family Governance3.2. Club Deal Facilitation3.3. Family Business Advisory3.4. Philanthropy
4. Development Committee4.1. Relationship Management Unit4.2. Service Development Unit4.3. Regional & Chapter Offices
5. Secretary Office6. Research Unit
What We Do1. Industry Contribution
○ Industry Research○ Training For Family Offices Specialists
2. Service For Members○ Networking Event○ Platform Solution○ Club Deal Facilitation
3. Service For Clients○ Investment Planning○ Family Business Consulting○ Family Advisory Services○ Philanthropy
What We Do For Clients (1)
■ Investment Planning
○ Strategic Investment Planning
○ Oversea Investment
○ Co-investment
What We Do For Clients (2)
■ Family Business Consulting Services
○ Incorporation and Corporate Services
○ Business Transformation Consulting
○ Corporate Finance Advisory
○ Tax & Specialty Advisory
○ Technology Consulting
What We Do For Clients (3)
■ Family Advisory Services
○ Formation of family office
○ Assessment and restructuring of family office
○ Family Governance and Counseling
○ Second Generation Education
○ Succession Planning
○ Education / Workshop for family principals
What We Do For Clients (4)
■ Philanthropy
○ Project Assessment
○ Grant Management
○ Publicity & Fund-Raising
○ Community Engagement
MembershipAssociation has 4 membership classes (effective in 15th Oct 2014) :
■ Single Family Office (SFO) Members
Joining Fee : USD 20,000 Annual Fee : USD 20,000
■ Multi-Family Office (MFO) Members
Joining Fee : USD 20,000 Annual Fee : USD 20,000
■ Virtual Family Office / Private Boutique (VFO/Specialist) Members
Joining Fee : USD 20,000 Annual Fee : USD 15,000
■ Industry Association Members
Joining Fee : N/A Annual Fee : USD 5,000
Membership
Application Process
1 You will be nominated by a Committee Member, a Family Office or a Member.
2 You will be contacted by the AFO and invited to complete the membership form.
3 Your application will then be reviewed by the Membership Committee and be
processed.
Contact UsCorrespondence : GPO Box 11666, Hong Kong Post Office
Office Address : 2/F, Dah Sing Life Bldg., 99-105 Des Voeux Rd., Hong Kong
Headquarter (852) 3499 385
General Enquiry: [email protected]
Require Assistance: [email protected]
Circle of Success
www.familyoffices.asia-org