AI as the new operating edge — and the family office playbook for what comes next.
A private, curated summit convening family office principals, CIOs and the practitioners who serve them — for one day of candid, Sensitive conversation on where AI creates a real edge, where capital is actually being deployed in 2026, and how the modern family office is structured.
Attendance is limited and vetted — 100 seats, with the room protected for principals.
Giving, with structure and intent.
The afternoon opens on philanthropy — purpose, vehicles, and the next-generation lens, from families who do this deliberately.
A peer-level day, built for principals — not a product showcase.
Every session is led by practitioners chosen for credibility and thematic fit, under a strict no-selling rule. Guests leave with four things they can act on.
Where AI is a real edge
A working framework for where AI genuinely improves FO operations, deal sourcing and portfolio monitoring — and where it creates false comfort.
Where capital is actually going
A candid, peer-level view of how Singapore-based and Asia-focused family offices are allocating in 2026 across asset classes, geographies and managers.
Opportunities from practitioners
Private markets, venture and alternatives explained by the people deploying capital — not by product salespeople.
Structuring that holds up
Practical guidance on cross-border tax efficiency, trust design and jurisdiction selection from advisers who do this work daily.
Where capital goes to work.
Private assets and private credit — from the practitioners actually deploying them, not product desks.
Two thematic parts, one continuous day.
The morning covers how family offices put AI to work — opening with the AI economic outlook and a live demonstration. The afternoon turns to the family office agenda: philanthropy, investment themes, tax and structuring, private assets and private credit. The day closes with a cocktail reception across the road.
AI for Family Offices
- 09:00amArrival & registration
- 09:30amWelcome & opening remarks
- 09:45amAI for Family Offices: Use Cases ★
- 10:00amAI Fireside Chat with Jim Rogers
- 10:30amSpecial Presentation on AI Use-Cases for Family Offices
- 12:00pmLunch
The Family Office Agenda
- 12:45pmEconomics & "Super" Intelligence
- 1:15pmPhilanthropy & Impact
- 2:00pmInvestment Themes
- 3:00pmCoffee Break
- 3:15pmPrivate Credit
- 4:00pmStructuring & Taxes
- 4:45pmClosing Speech
- 5:00pmOffsite Cocktail Reception (Invite Only)
Program and session times subject to modification at the organizer’s discretion.
Speakers & panelists.
Drawn from allocators, operators and advisers across the Singapore and Asia family office community. Hover a portrait to reveal their firm; names are announced as each participant is confirmed.
More names to be announced. Confirmed speakers appear here as they are added.
Practitioners, not pitches.
Every session is led by people who do the work — under a strict no-selling rule that keeps the room honest.
Curated, capped, and protected for principals.
The value of the day is the room. Seats are allocated deliberately, and the principal block cannot be displaced.
Discussions
- Sensitive Dialogue throughout — nothing is attributed by name or organization without prior consent.
- No filming of speakers or guests during sessions.
- No hard-selling, product pitches or unsolicited materials. Sponsors may display logos only.
- Invitations are personal and non-transferable. No walk-ins under any circumstances.
- The family office seat block is protected — any conflict defaults to the principal.
Sponsorship is capped and vetted so the room stays principal-first. If your firm serves family offices and would add genuine value to this audience, we’d welcome a conversation.
Enquire about partnershipRequest your invitation.
Registration is reviewed to keep the room curated. Reserve your place through our Luma page — we’ll confirm details and the venue directly.
Register on LumaQuestions? Contact the organizers.