Thursday, 23 May 2019
2.00pm – 6.00pm
Theatrette, Royal Selangor Visitor Centre
Kuala Lumpur, Malaysia
with Bernard Fung
Managing Director & Head of Wealth Planning Services Asia Pacific, Credit Suisse
Generational transition is imminent for business families and many find themselves awake at night planning for their succession.
This programme is designed to provide a platform for business families to hear from seasoned practitioners who have worked alongside families for the past decade. It aims to share practical knowledge on managing issues stemming from generational transition and how families can begin their own journey.
2.00pm Arrival & Registration
2.15pm Start of Session
4.00pm Coffee Break with Refreshment
5.00pm Group Discussion
6.00pm End of Event
“What should I be considering?”
Perspectives and dilemmas faced by business families
“How are other families preparing for succession?”
Elements and tools to manage generational transition
“What should I be discussing with my family?”
Common areas of discussion in building a family constitution
“How can I get started?”
Practical tips and typical phases of the process
Waived (Unlimited participants)
RM200 per participant
YPO and EO MEMBERS
RM300 per participant
RM600 per participant
Registration closes on 13 May 2019.
For non-members, registration fees will be fully refunded if the participant joins FBN Asia within 3 months from date of event.
Bernard Fung is the Managing Director and Head of Wealth Planning Services Asia Pacific, based in Singapore. In this role he leads a team that works closely with high-networth clients to formulate and execute appropriate solutions for them in the areas of family office planning, strategic philanthropy and succession. Prior to this, he was Head of Family Office Services and Philanthropy Advisory Asia Pacific from 2011-2017. During that time, Credit Suisse consistently won industry recognition for “Best Family Office Services” (2011, 2012, 2013, 2015) and ‘Best Philanthropic Services” (2011, 2012).
Mr. Fung has over 15 years’ experience in private investing on behalf of organizations with a long term value added orientation. Since 2005, he was Chief Executive of Innotech Advisers Ltd, the London-based single family office and investment vehicle of Lord Sainsbury of Turville, having joined as its Investment Director in 2003. Prior to 2003, Mr Fung managed an independent venture capital fund based in New York.
Mr. Fung served as an adviser, and then as a trustee, of one of Sainsbury family’s charitable trusts. From 2004 to 2010, he was Executive Director of Aquifer Limited, a GBP 50 million program-related investment vehicle funded by The Gatsby Charitable Foundation.
Mr Fung is a Singaporean and holds a Bachelor of Laws and a Bachelor of Commerce, both obtained with the highest honors from the Australian National University.