The 2nd APAC Family Office Summit Forum
2026 亚太家族办公室高峰论坛
Scaling Heights, Securing Legacy
Connecting capital · Gaining insights · Co-creating the future
The first stop of the three-city tour is about to begin · 2026
MY
KUALA LUMPUR
Jul 16
TY
TAIPEI
Aug 13
HK
HONG KONG
Sep 10
Event Overview
The only summit forum for the largest family office in Asia! It will be a marathon for three consecutive months, running through the financial hubs of the three different regions of the Asia-Pacific region, and the summit forum to truly understand the needs of Asians is about to begin!
The Asia Pacific Family Office Summit brings together top experts and key decision-makers in the Asia Pacific region to bring about the intersection of trends, resources and opportunities, and the interweaving of different fields of expertise to form a key force that will influence the future of Chinese families.
3
CITIES
10+
SPEAKERS
4 h
PER FORUM
Sign up now
SEATS LIMITED
Why Attend
Three Pillars of Value
Top Experts
Connect deeply with the most influential family office decision-makers across the Asia-Pacific, and build a lasting, high-value elite network.
Forward-Looking Trends
Gain insights into innovative family office tools, business models, and the latest fintech applications to stay ahead in the future of wealth management.
Cross-Regional Resources
Access premium resources and partnership opportunities across Southeast Asia and Greater China, linking cross-border capital with legacy planning strategies.
Distinguished Speakers
Asia-Pacific's Finest Minds
Banking Systems Strategy Consultant
Jonathan Low is the CEO of BipTap — the world’s first omnibank, often described as
the “Airbnb of Banking” — and co-founder of 1TXO, the white-label banking infrastructure powering it.
He has built and deployed crypto-enabled banking infrastructure for sovereign
governments, onboarded some of the world’s highest-volume content and gaming platforms, and is actively expanding across Africa, Latin America, and the Middle East.
Operating at the intersection of traditional finance and blockchain infrastructure,
Jonathan serves industries and markets that global banks often overlook. Based in
Dubai, he is among the few founders globally to have taken omnibanking from
concept to sovereign-level deployment.
Clinical Care & Functional Medicine
Interdisciplinary Scholar in AI Data Applications
Lew Hon Kean Founder, Signsbeat | Digital Health Entrepreneur
Lew Hon Kean is a digital health visionary with over 20 years of experience in healthcare innovation, preventive health systems, and wearable technology.- Visionary Leadership: As the Founder of Signsbeat, he developed an AI-powered platform that translates biometric data from wearable devices into actionable insights for health optimization and longevity.
- Key Expertise:
o Digital Health Innovation: Specialist in wearable biometric analytics (HRV, sleep,
metabolic signals) and AI-driven health interpretation models.
o Preventive Health Strategy: Architect of personalized lifestyle and biohacking protocols based on physiological state modeling (Pro_Recovery, Pro_MildStress, Pro_Stress).
o Ecosystem Development: Built scalable health tech environments integrating wearables, AI health assistants, and community healthcare services. - Professional Track Record: Before Signsbeat, he established and operated one of Malaysia’s first ISO9001-certified community pharmacies, delivering high-standard patient-centered care.
Marcus Tan Founder & Managing Partner, Marcus Tan & Co. (MTC)
Marcus Tan is a visionary "legal-preneur" and the founder of Marcus Tan & Co. (MTC), a firm dedicated to delivering technology-driven and commercially-astute legal solutions.
- Legal Practice & Global Reach: Under Marcus’s leadership, MTC provides a comprehensive suite of legal services including corporate and commercial law, emerging technology, capital markets, and offshore Labuan matters. The firm is a member of the Law Firm Network, a global association of independent law firms spanning over 60 countries.
- Venture Capital & Digital Assets: Beyond legal practice, Marcus holds key roles in the investment landscape. He serves as a Director of Spartan Ives Capital (a SC-registered venture capital firm) and acts as Legal Counsel to Kinetic, a licensed digital asset exchange regulated by the Securities Commission Malaysia.
- Appointments & Recognition: * Member of the Audit & Risk Committee of the Tunku Abdul Rahman University College (TAR UMT) Education Foundation.
o Named "40 Under 40 Asia Pacific" by LexisNexis in 2023, a prestigious recognition shared with legal counsels from global giants such as Alibaba Group and Tencent.
General Manager, Timeless International Family Office
Vicky Tan serves as the General Manager of Timeless International Family Office, where she leads a dedicated team in delivering bespoke wealth management solutions to ultra-high-net-worth (UHNW) individuals and families.
- Extensive Expertise: With nearly a decade of experience in Malaysia’s trust industry, Vicky possesses deep knowledge of offshore jurisdictions, including the BVI, Jersey, Cayman Islands, and Labuan.
- Specialized Advisory: Leveraging a strong legal background, she specializes in designing complex wealth preservation strategies, focusing on business restructuring, succession planning, and international tax compliance.
- Cross-Border Strategy: She has a proven track record of advising clients on optimizing cross-border transactions while navigating the intricate regulatory frameworks of multiple jurisdictions.
- Strategic Leadership: Under her guidance, Timeless International Family Office has evolved into a premier partner for high-profile clients seeking confidentiality, strategic foresight, and legacy planning.
【Date】16-JULY-2026（Thursday）
【Venue】Connexion Conference & Event Centre (Nexus)
Level 3 & #A, Nexus, Bangsar South City, No. 7, Jalan Kerinchi, 59200 Kuala Lumpur
- 12:00 - 13:00 Registration
- 13:00 - 13:05 Opening Visual
- 13:05 - 13:15 Opening Speech / Martin (FIAM)
- 13:15 - 13:45 Session 1 / Vicky (Timeless)
- 13:45 - 14:15 Session 2 / Marcus Tan
- 14:15 -14:45 Session 3 / Jonathan (Fintech)
- 14:45 -15:15 Session 4 / Mr.Lew (Health Care | SignsBeat)
- 15:15 -15:45 Session 5 / Rome (Education | Legacy)
- 15:45 - 16:00 Closing & Recognition
- 16:00 - 17:00 Private Networking
Ticket Pricing
| Ticket Type | Price | Sales Period |
|---|---|---|
| Best Offer Early Bird Pass |
|
Until May 15 |
| Limited-Time Pass |
|
May 16 – June 30 |
| Standard Pass | RM 570 | From July 1 |
Terms & Conditions
- Ticket price does not include airfare or accommodation.
- Limited seats available. Registration is on a first come, first served basis.
- Early Bird offer ends on May 15.
- One ticket grants access to all 3 forum cities: Kuala Lumpur, Taipei, and Hong Kong.
This is the only and largest family office summit in Asia, held in a marathon-style format over three consecutive months, connecting three major financial hubs across the Asia-Pacific. It is designed as a high-level platform that truly understands the needs of Asian families.
This summit will feature:
- Three consecutive months of events
- Three major Asia-Pacific financial hub cities
- A gathering of top experts and key decision-makers
Creating a platform where trends, resources, and opportunities converge.
Three-city tour:
- July 16 ｜ Kuala Lumpur
- August 13 ｜ Taipei
- September 10 ｜ Hong Kong
This summit is suitable for:
- Family office decision-makers
- High-net-worth individuals / entrepreneurs
- Investors / financial professionals
- Anyone interested in wealth succession and asset allocation
✔ Top Expert Connections
Engage with the most influential family office decision-makers across Asia-Pacific
✔ Forward-Looking Insights
Gain first-hand knowledge on innovative family office models and fintech applications
✔ Cross-Regional Resources
Access integrated resources across Southeast Asia and Greater China
📌 Scan the QR code on-site to register
📌 Limited seats available — early registration is recommended
Absolutely! This summit places strong emphasis on interaction and networking. You will have the opportunity to engage face-to-face with speakers and fellow participants, exchange insights, and build valuable connections.
The summit will primarily be conducted in English.
学习并加入FIAM的专家庞大网络与活动
年薪破千万的新行业，家族办公室人才正热烈招募中、家族办公室成台湾新蓝海
当《各大杂志》揭露家族办公室神秘管家年薪破千万真相，许多人才惊觉：这不只是理财高手的舞台，而是全方位整合传承、信托与资产治理的专业新战场。
在中国信托、国泰世华、玉山等顶尖私人银行早已布阵之际，具备跨代传承、资产架构、信托与心理共学能力的家族规划师，已成为新一代企业家与家族二代最倚重的幕后顾问。
国际华人传承协会推出国际家族传承规划师认证课程 Level1，正是对接高资产人才革命的关键。
国际家族传承规划师认证课程结合国际资产配置、信托法制实务、家族办公室设计、与价值传承辅导，协助你：
- 掌握「理财＋理人＋理局」三位一体的实战规划架构
- 链接家族办公室实务导师与银行、高资产圈层，抢先布局未来跨世代财富转移产业
如果你正在从事保险、理财、律师、税务、信托、企业顾问等专业，这将是进入家族办公室产业的黄金跳板。
※ 为什么现在就报名？※
- 全方位家办实战：资产承传 × 信托结构 × 税务合规 × 家族治理
- 直接对接高净值/银行/家办圈层
- 适合：保险/理财、律师/会计/税务/信托顾问、FA/家办从业者、企业主与二代
研讨会主轴和内容
Section 1
主讲人： Ryan Tan
环球财富管理行业-皇冠上的明珠
- 家族办公室的定义与概况
- 家族办公室的全球趋势
- 家族办公室设立的动机
- 家族办公室的组织架构和人才需求
- 家族办公室的人才挑战
Section 2
主讲人： Nancy Chien
全球信托管理：信托类型、司法管辖区比较与基金会分析
- 使用信托的好处以及设立信托的类型 (盖全权信托、私人信托公司等)。
- 主要信托司法管辖区比较，包括泽西岛、英属维尔京群岛、开曼群岛、新加坡。
- 泽西基金会和纳闽基金会的区别
Section 3
主讲人： Martin Chin
离岸信托的历史与演变：从起源到发展趋势和挑战
- 离岸信托的简介
- 离岸信托的历史与发展
- 离岸信托面临的挑战
- 离岸信托的发展趋势
- 案例研究与实际应用
研讨会主轴和内容
Section 1
主讲人： Ryan Tan
环球财富管理行业-皇冠上的明珠
- 家族办公室的定义与概况
- 家族办公室的全球趋势
- 家族办公室设立的动机
- 家族办公室的组织架构和人才需求
- 家族办公室的人才挑战
Section 2
主讲人： Nancy Chien
全球信托管理：信托类型、司法管辖区比较与基金会分析
- 使用信托的好处以及设立信托的类型 (盖全权信托、私人信托公司等)。
- 主要信托司法管辖区比较，包括泽西岛、英属维尔京群岛、开曼群岛、新加坡。
- 泽西基金会和纳闽基金会的区别
Section 3
主讲人： Martin Chin
离岸信托的历史与演变：从起源到发展趋势和挑战
- 离岸信托的简介
- 离岸信托的历史与发展
- 离岸信托面临的挑战
- 离岸信托的发展趋势
- 案例研究与实际应用
嘉宾阵容
论坛嘉宾
瑞源证券投顾
董事长兼任总经理
中国国际工商管理硕士，历任多家投资顾问与金融管理高层主管，在未来资本市场管理、财务投资与风险管理领域拥有超过20年经验。熟悉各类金融工具、投资组合策略及市场分析，具备深厚的资产管理与投资实务经验。
天时国际家族办公室
东南亚区资深合伙人
曾任新加坡 Venture Builder 财务主管，具备跨市场投资与营运经验。熟悉跨境投资管理、企业架构规划、并购与财务策略，协助企业建立国际发展蓝图。
跨境资本市场
与上市策略专家
马来西亚寰宇资本成员 Pertubuhan Cahaya Seri Perdana深耕资本市场逾20年，专注IPO与SPAC操作。横跨香港、中国及美国资本市场，曾协助600+企业完成融资，累计募资超过4.5亿马币。并成功推动多家企业上市及跨境资本运作，具备完整资本市场与上市策略实务经验。
天时国际家族办公室
大中华区资深合伙人
拥有近15年深厚的风险管理与财富管理经验，熟悉中港台法律体系与金融法规制度。主导跨区域的策略规划与资产配置，专注为客户提供顶层架构设计、家族信托与财富传承规划，并多次协助企业完成大型企业并购案。
大湾区家族办公室协会主席
任职华南大学（亚洲）控股研究部董事。经营超过多项创新项目，致力推动跨境金融与家族办公室发展。提供最新财税资讯与专业分析，涵盖多元产业与资本市场。她长期聚焦风险防控与科技创新，提供专业策略咨询与顾问服务，为企业与家族打造稳健发展蓝图。
美国家族传承规划师
公会亚太区负责人
拥有海外资产管理领域 30 年以上经验。熟悉全球资产配置、家族信托与税务规划，长期为高净值客户提供传承规划与财富管理服务。致力于协助客户实现财富传承与风险隔离，在跨境金融、法律与资产管理领域具备丰富经验。