Endowus WealthTech Conference: Panel Discussions
The Endowus WealthTech Conference 2023 illuminated the WealthTech sector's clear shift towards prioritising innovation, accessibility, and personalised solutions. Here are some key highlights from the panel discussions at the event.
Day 1 Panel: The Future of Family Offices - Fortune or Flop?
Moderated by: Gregory Van, CEO, Endowus
Lynn Hermijanto, Principal, TH3 Capital
Rajeev Natarajan, Managing Director, Head of Asia Pacific, ICONIQ
Kenny Ho, Managing Partner, Carret Private Wealth
Jimmy Lam, CIO, Pacific Eagle Asset Management
The costs associated with establishing and running a family office can be significant and can vary depending on the size and scale of the family office. It is especially important for smaller family offices with assets below a certain threshold (e.g., a billion dollars) to determine what to insource, outsource, or employ a hybrid approach to optimise the cost of running the family office.There are advantages...