afo presentation
DESCRIPTION
Introduction - Association of Family Offices in AsiaTRANSCRIPT
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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