Afo presentation(1)

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Association of Family Offices in Asia 2014-9-13

description

Introduction - Association of Family Offices in Asia

Transcript of Afo presentation(1)

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Association of Family Offices in Asia

2014-9-13

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Table of Content

1. Who We Are

2. Organization Structure

3. What We Do

4. Membership

5. Contact Us

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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.

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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

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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

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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

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What We Do For Clients (1)

■ Investment Planning

○ Strategic Investment Planning

○ Oversea Investment

○ Co-investment

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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

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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

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What We Do For Clients (4)

■ Philanthropy

○ Project Assessment

○ Grant Management

○ Publicity & Fund-Raising

○ Community Engagement

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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

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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.

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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