Agreus has been busy fostering connections and sharing expertise at key industry events in the past two weeks. Here's a recap:

Julius Baer Family Office Roundtable (Hong Kong)

In Hong Kong, our Head of Singapore, Pierre Pineau, was invited to speak on a prestigious panel at a Family Office roundtable hosted by Julius Baer. Joining him were Nisha Singh, founder of Private Wealth Stewardship, and Christos Anagnostopoulos, Head of Family Office Advisory at Julius Baer.

They discussed Family Office trends in Asia, particularly focusing on the purpose of a Family Office, the importance of Family & Family Office Governance as well as the challenges of hiring and retention.

Topics covered included the relevance of identifying purpose and how purpose will impact the investment and the governance strategy for the family, and how to tackle the challenges of wealth transfer across multiple generations. They also discussed why identifying success and culture will impact both the hiring and retention strategy of the Family Offices.

The event was a resounding success, sparking insightful discussions and fostering valuable connections among industry leaders. We extend our sincere gratitude to Christos Anagnostopoulos and Julius Baer for organising this enlightening event.

Building a Successful Family Office Webinar (Online)

Agreus co-hosted a successful webinar titled "Building a Successful Family Office" alongside MA Financial, Eton Solutions, and ICONIQ Capital. Our Singapore Head, Pierre Pineau, was joined by a distinguished panel of industry experts including Bryan Henning, Andrew Martin, Andrew Hull and Christopher McEvoy. They explored a wide range of topics, including:

  • Family Office Formation: Who is establishing Family Offices and why?
  • Critical Considerations: Essential issues to address when setting up a Family Office.
  • Modern Family Office Characteristics: Defining success in the Family Office landscape.
  • Effective Governance and Decision-Making: Structuring your Family Office for optimal performance.
  • Technology & Operations: Optimizing family office operations with technology solutions.
  • Investment Strategies: Exploring current trends and future opportunities.
  • Intergenerational Wealth Transfer: Ensuring a smooth transition of wealth across generations.

Did you miss the Webinar? Access the full recording here: webinar link

Global Family Office Community Annual Conference

The same week, our Co-founder, Tayyab Mohamed, travelled from Dubai to Los Angeles to attend the Global Family Office Community Annual Conference.

The event brought together industry leaders to discuss the latest trends and challenges facing Family Offices worldwide. Tayyab was joined by a distinguished panel consisting of Brian Finlay, President and CEO of the Stimson Center, and Robert Mancuso, President and CEO of Capri Capital LLC and a Single Family Office Principal.

One of the interesting topics explored was global wealth migration. As countries grapple with economic uncertainty and political instability, high-net-worth individuals are increasingly looking to relocate to countries with favourable tax regimes, strong legal frameworks, and high quality of life. Drawing insights from the Henley & Partners Private Wealth Migration Report 2024, Tayyab underscored the wealth migration trend and how it affects the Family Office space, he highlights the significant inflow of high-net-worth individuals and the region's immense potential.

Another key topic was the evolution of investment strategies among Family Offices. Private Equity has emerged as a dominant asset class, attracting significant investment due to its potential for high returns and diversification benefits. Tayyab also discussed the increasing professionalisation of Family Offices, and the phenomenon of outsourcing certain functions to specialised service providers, particularly the prevalence of OCIOs in the industry at the moment. In addition to these key trends, the panel delved into the impact of emerging technologies, such as AI, on the future of work and investment.

These events provided valuable opportunities for Agreus to connect with industry leaders, share our expertise, and gain insights into the evolving landscape of Family Offices. We are committed to fostering a strong and collaborative community within the Family Office space.

We would like to express our sincere gratitude to the organisers and participants of all the events mentioned above. We were delighted to have the opportunity to meet and engage with such a distinguished group of professionals.

We look forward to continuing the conversation and building upon these valuable connections in the future.