Workshops
Practical, experience-led sessions on philanthropy strategy for family offices and private families across Asia.
Drawing on 15+ years of experience on both sides of the giving relationship, these sessions are designed for family office professionals and the families they serve. Each session combines practitioner insight, real-world examples, and facilitated discussion, leaving participants with shifted perspectives and concrete tools they can act on immediately.
Sessions are available as standalone half-day workshops or as part of a broader programme. All sessions are conducted in English, with Mandarin available on request.
From Generous to Intentional
For private families ready to build a giving identity
Many families give generously but without a shared sense of what their giving is for. This experiential half-day workshop brings family members together to surface shared values, align on priorities, and begin building a philanthropic identity that reflects who they are and what they stand for.
Facilitated in a small group setting, the session is designed to be honest, unhurried, and practically useful leaving the family with a shared language, agreed giving principles, and a clear sense of next steps.
Participants leave with:
A shared understanding of the family's giving values and priorities
Three agreed giving principles the family can act on immediately
Clarity on the right giving structure for their ambitions and timeline
A recommended path forward — whether that's independent action or deeper advisory support
Half day | For private families — principals and next-gen members together
Available as a standalone session or as part of a broader family philanthropy engagement
The Philanthropy Conversation
For family office professionals and senior managers
Most family office professionals are comfortable discussing asset allocation, succession planning, and tax structuring with their clients. The philanthropy conversation is different. It touches values, identity, and family dynamics in ways that can feel uncertain to navigate.
This half-day session equips family office professionals with the insight, language, and practical frameworks to initiate and structure the giving conversation with confidence. Participants will learn when and how to bring in specialist support.
Participants leave with:
A clear understanding of why philanthropy conversations stall and how to move them forward
Practical conversation starters they can use immediately
A framework for assessing a client's giving readiness and philanthropic priorities
Clarity on when and how to refer clients to specialist philanthropy advisory
Half day | For family office professionals and senior managers
More than Wealth
For family office professionals serving clients at a legacy inflection point
Wealth transfer is a financial event. Legacy is something else entirely and it doesn't transfer automatically through a will or a trust. This session explores how philanthropy connects to family identity, values, and long-term wealth purpose. It equips family office professionals with the insight and tools to guide clients through that conversation.
Designed for professionals working with first-generation wealth creators, multi-generational families, or next-gen members navigating their relationship with inherited wealth.
Participants leave with:
A deeper understanding of how philanthropy builds family identity across generations
A five-part Legacy Giving Framework to use with clients
Three specific conversation starters for different family situations
Clarity on how to position philanthropy as a wealth purpose tool — not just a charitable activity
Half day | For family office professionals and senior managers
Bespoke Programme
Each session can be adapted for specific audiences, extended to a full day, or combined into a multi-session programme for organisations looking to build philanthropy capability across their teams or client base.
For Bespoke Enquiries:
Book A Session
If one of these sessions feels right for your organisation or event, I'd love to hear from you.
Get in touch to discuss fit, format, and availability.