2024
Financial Adviser Series:
Management of Business Family, Wealth, Alternative Investments and Succession
Date: 6 April 2024
Medium: iFast TV
Host: Sim Peck Cheng
Guest: Cheong Wing Kiat
Producer: Chloe Chung
Director & Editor: Ian Tan
View: Watch Video
Family Office & Private Banking Forum
Sharing a Chinese article link with friends and business associates on January 7, 2024.
The article, written by 高鸣家族学院, is based on my presentation and slides at
a Family Office & Private Banking Forum in Suzhou, China, on May 20, 2018
The Pursuit of Happiness & Suggestions on Family Legacy Transfer
追求幸福与家族遗产转移的建议.
Date: 7 January 2024
Venue: Suzhou, China
Synopsis: Read Article
2023
iFast TV
Management of Business Family Wealth, Alternative Investments and Succession
Date: 19 September 2023
Venue: iFastTV studio, Singapore
Synopsis: View PDF
2022
PERE Asia Summit 2022
Panel session: Joint ventures, co-investments and working with other family offices
- Motivations and strategies of wealth owners and UHNWIs
- What do families look for when they invest? What constitutes a good investment partner?
- Outsourcing and managing your involvement in the business
Date: 2nd June 2022
Venue: Fairmont Singapore
Organised by: PERE Asia
2021
14th Private Banking & Family Office Summit Asia 2021 第十四展亚洲私人银行与家族办公室峰会
家族及家企治理与传承
Date: 24th Sep 2021
Venue: Shanghai (Virtual)
Organised by: Banyan Legacy 磐岩薪传
Download PDF
2020
Business Family - Structure, Innovations & Branding 企业家族:结构体 创新 品牌
Date: 11th Jan 2020
Venue: Rare Gems Museum, Singapore
Organised by: Banyan Legacy 磐岩薪传
Download PDF
2019
The Business Family Primer 企业家族黄皮书:保护 化解 兴旺
Date: 11th December 2019
Venue: The St Regis, Shenzhen, China
Organised by: Banyan Legacy 磐岩薪传
Download PDF
Contemporary Thoughts For Asian Business Families
Date: 21st November 2019
Venue: Sheraton Towers Singapore Hotel, Singapore
Organised by: Events Actually
Download PDF
Confessions of a Venture Capitalist, Private Equity & Angel Investor
Date: 25th October 2019
Venue: NUS Business School, Singapore
Organised by: NUS Business School, Career Services
Download PDF
The Wisdom of Family Brand 家族品牌传承的智慧 - Sep 2019
Date: 28th Sept 2019
Venue: Rare Gems Museum, Singapore
Organised by: Banyan Legacy 磐岩薪传
Download PDF
The Wisdom of Family Brand 家族品牌传承的智慧 - Jun 2019
Date: 29th June 2019
Venue: Rare Gems Museum, Singapore
Organised by: Banyan Legacy 磐岩薪传
Download PDF
What I have Invested in Building Personal & Family Branding
Date: 16 May 2019
Venue: Four Seasons Hotel, Singapore
Organised by: Campden Wealth
Download PDF
The Wisdom of Family Brand 家族品牌传承的智慧 = May 2019
Date: 10th May 2019
Venue: Rare Gems Museum, Singapore
Organised by: Banyan Legacy 磐岩薪传
Download PDF
Do you want to be number 1 in the world? The strategies of a successful business family.
Published on: 19th March 2019
Interviewer: Steven Tsui
Organised by: HNWI Pte Ltd (Hong Kong/Singapore)
Download PDF
The Wisdom of Family Brand Heritage 家族品牌传承的智慧 - Mar 2019
Date: 2nd March 2019
Venue: Rare Gems Museum, Singapore
Organised by: Banyan Legacy 磐岩薪传
Download - Introduction-PDF
Download - Family Branding-PDF
2018
The Wisdom of Family Brand Heritage 家族品牌传承的智慧 - Nov 2018
Date: 24th November 2018
Venue: Shaw Foundation Alumni House, Singapore
Organised by: Shanghai Advanced Institute of Finance & NUS Business School
Download PDF
Passion and High Returns:
How a Labour of Love can Turn into a Profitable Investment
Date: 7th November 2018
Venue: Fairmont Le Montreux Palace, Switzerland
Organised by: Marcus Evans
Download PDF
Understanding Families in Business
The Wisdom of Family Brand Heritage 家族品牌传承的智慧 - July 2018
Date: 14 July 2018
喜马拉雅FM(Ximalaya FM), China
Brighten a Family Future with Global Wisdom - Confession from a 3rd Generation Successor 以全球智慧闪耀家族未来 - 来自第三代接班人的自白
The Pursuit of Happiness & Suggestions on Family Legacy Transfer 追求幸福与家族遗产转移的建议
Building a Service Agreement Governance Culture for Family Successors
2017
Rare Gems Museum (Chinese)
Family & Enterprise (Chinese)
Brighten A Family Future With Global Wisdom:
Confessions of a 3rd Generation Successor (English & Chinese)
Passion and High Returns:
How a Labour of Love can Turn into a Profitable Investment
Introduction to: Amber Collections Pte Ltd
2016
NUS-Nanhai Business School Executive Programme :
Case Study – Wen Ken Group
Family Office & Private Investor Forum – Ask A Family
The Wen Ken Story: 1995 – 2011
Handing Over the Baton:
3rd Generation Leadership
Metamorphosis:
Family Business to Family Office
2015
Stories of a Trusteepreneur :
Confessions of a Business Family Strategist:
From Numbers Man to Mentor
Creating a Shared Vision for the Next Generation of a Business Family
The Asia Pacific Family Investment Conference 2015
Returns &Values: Investing for the Future
“How Asian Chinese Families look at the rate of return when investing?” How the acronym RATE guides ethnic Chinese families when investing – Rate Of Return, Alignment, Time and Emotion.
Date: 20th May 2015
Venue: Four Seasons Hotel
Organised by: Campden Wealth
Presentation Materials: – Download PDF
Programme for Advisors:
Working with Family Dynamics
Date: 7th & 8th April 2015
Venue: Singapore Management University
Organised by: SMU BFI Educates
Presentation Materials: – Download PDF
Transcontinental Trusts: Asia
“Protecting the Four Capitals of the Asian Chinese Business Families”
The Psychology and Meaning of Wealth
The Four Overlaying Circles of Wealth Management at Different Stages in Life
The Four Capitals of Asian Chinese Business Families
How Structuring helps family to escape conflicts and protect wealth
Date: 25th March 2015
Organised by: IBC Global Conferences
Venue: Grand Copthorne Waterfront Hotel, Singapore
Presentation materials: Download PDF
Agency Business Leaders’ Engagement Workshop:
“Steering Asian Chinese Family Business in Changing Times”
The Psychology and Voice of Wealth
Business and Talent Strategies
Protecting the Capitals of the Business Families
Date: 20th March 2015
Organised by: AXA Life Insurance Singapore Private Limited
Venue: Paris and Melbourne Rooms, Metropolis, Singapore
Presentation materials: Download PDF