Introduction - Association of Family Offices in Asia

1. Association of Family Offices in Asia
2014-9-13

2. Table of Content
1. Who We Are
2. Organization Structure
3. What We Do
4. Membership
5. Contact Us

3. 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 to
facilitate collaboration & co-investment among the prestige circle.

4. 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

5. Organization Structure
Key Organization Units
1. Council
2. Membership Committees
3. Technical Committees
3.1. Family Governance
3.2. Club Deal Facilitation
3.3. Family Business Advisory
3.4. Philanthropy
4. Development Committee
4.1. Relationship Management Unit
4.2. Service Development Unit
4.3. Regional & Chapter Offices
5. Secretary Office
6. Research Unit

6. What We Do
1. 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

7. What We Do For Clients (1)
■ Investment Planning
○ Strategic Investment Planning
○ Oversea Investment
○ Co-investment

8. 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

9. 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

10. What We Do For Clients (4)
■ Philanthropy
○ Project Assessment
○ Grant Management
○ Publicity & Fund-Raising
○ Community Engagement

11. Membership
Association 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

12. 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.

13. Contact Us
Correspondence : 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: info@familyoffices-asia.org
Require Assistance: support@familyoffices-asia.org
Circle of Success
www.familyoffices.asia-org