Events

EMEA Family Office Conference 2024

Wednesday 12 June, London

Our EMEA Family Office Conference brings together senior executives working in single family offices from across the EMEA region. This year’s conference will take place on Wednesday 12 June in London.

By invitation-only, this full-day event will combine plenary sessions alongside immersive workshops and panel discussions. It will provide the perfect opportunity for learning, and sharing of best practices, ideas and experiences, alongside the opportunity to network with other family office executives facing similar challenges and issues.

Mark Stokes, UK Family Office Leader, Deloitte Private

Mark is a Partner in Deloitte’s UK Private Client Services team and leads the Family Office Services group, having specialised in advising families and their family offices throughout his career. His clients are primarily internationally mobile families, based both in the UK and overseas, with complex affairs and investment structures. Mark advises his clients on a wide range of private client matters including residence and domicile, succession planning, business structures, sale of businesses, real estate investment, investment structures, philanthropy, and the acquisition of lifestyle assets. Mark has a particular focus on Real Estate investment and is a senior member of Deloitte’s Family Office Real Estate team which advises families in respect of their commercial Real Estate investments. Mark is a member of the Chartered Institute of Taxation and was twice recognised as one of ePrivateclient’s Top 35 Under 35.


Eamonn Kelly, Chief Futurist, Deloitte

Eamonn Kelly has consulted at senior executive levels to many of the world’s leading corporations, key global and national public agencies, and major philanthropic foundations, advising them on world shaping trends and dynamics and helping them evolve robust and “future-proofed” strategies. He has addressed hundreds of conferences, client leadership retreats, industry groups and professional associations. Eamonn’s past leadership roles at Deloitte include Consulting’s chief strategy officer and Consulting’s Strategy & Operations chief marketing officer. Prior to Deloitte, Eamonn was a partner at Monitor Group and a member of its Global executive team. He also served for ten years as CEO of Global Business Network (GBN), pioneering scenario planning consultancy and futures think-tank. Before joining GBN, Eamonn directed strategy at Scottish Enterprise, a renowned economic development organization. He has authored many publications and articles, as well as two books: Powerful Times: Rising to the Challenge of Our Uncertain World (Wharton School Publishing, October 2005); and What’s Next: Exploring the New Terrain for Business (Perseus Publishing, 2002).


Dr Rebecca Gooch, Global Head of Insights, Deloitte Private

Dr. Rebecca Gooch is the Global Head of Insights for Deloitte Private and one of the world's largest producers of ultra-high net worth intelligence (UHNWIs / family offices/family businesses). Prior to joining Deloitte, she served as the Senior Director of Research at Campden Wealth and oversaw large-scale research initiatives, such as The Global Family Office Report, for clients including UBS, BNP Paribas, KKR, Barclays, BNY Mellon, Rockefeller Philanthropy Advisors, RBC, Julius Baer, government bodies, as well as Deloitte. Rebecca’s expertise spans all asset classes (including private equity, real estate, equities, bonds), sustainable / ESG investing, next generation succession, governance and operational excellence. She is regularly quoted in media outlets including the Financial Times, The Economist, Reuters, Bloomberg, Forbes, Wall Street Journal, Fortune and Business Insider, and has a PhD, MSc and BA from Oxford University, London School of Economics, and UC Berkeley, California.


Khaled Said, Managing Partner, Capital Generation Partners

Khaled is Managing Partner of Capital Generation Partners (CapGen). He acts as the voice of the client within the firm, setting the standards he believes clients deserve. Having managed his own family money, Khaled is an experienced investor and has particular insight into the problems families face when trying to get the best from the investment management industry. Clients benefit hugely from Khaled’s principled and commercial approach to investing and his commitment to ensuring that client portfolios are managed by people who think like principals not agents. Khaled chairs the Client Portfolio Committee which is tasked with making the final decisions on the content of client portfolios and sits on the Asset Allocation, Investment and Risk Committees. Khaled started his career as a strategy consultant at Bain & Company where he specialised in private equity. He has a degree in Law from Oxford University, a Masters in History from Harvard and an MBA (Dean’s List) from INSEAD.


Philippa Charles, Director, Garfield Weston Foundation

Philippa Charles is Director of the Garfield Weston Foundation, a family-founded grant-making trust donating over £90 million annually across the UK charitable sector. The Foundation’s income is primarily derived from a majority shareholding in Associated British Foods Plc (ABF) which is where Philippa worked previously in a global role.

Prior to ABF, Philippa worked at Barclays Plc and in professional services at Ernst & Young and JM Consulting where she worked with clients across a range of industry sectors across the UK, Europe, Middle East and Africa. The common theme across Philippa’s career in both the commercial and voluntary sectors is in enabling individuals and teams to achieve their potential.

Building risk & reputation resilience across the family enterprise

The digital age has created many new areas of risk for family offices and the families that they serve. The sheer volume of data now exchanged and stored online provides new opportunities for fraudsters, journalists and others to exploit, whilst the proliferation of social media is blurring the boundaries between what is work and what is private. Joined by leading reputational manager, Michael Farrant, during this session we’ll explore how to build risk and reputational resilience across every aspect of the family enterprise – the business, family members and family office - as well as how to respond should you find your privacy, data or security jeopardised.

Investing with impact

Joined by Sumerian Partners, advisors to families and foundations looking to maximise the lasting impact of their philanthropy, and The Conduit Connect, the impact investing network which sources and connects high-growth impact investing opportunities to mission aligned investors, this panel discussion will explore the different approaches to impact investing from leading players in the field. From focused, goal-driven philanthropy to venture capital with a sustainability focus, we’ll examine the benefits of each, strategies for entering into opportunities for the first time, how to monitor and measure impact on an ongoing basis, as well as share some notable opportunities from our panelists’ respective portfolios.

Confident conversations on family governance & succession

This session is designed to help family office leaders have more confident conversations with the families that they serve around good governance and succession planning. We’ll use real-life case studies to explore lessons learned from successful transitions of family businesses and wealth through generations; examine academic models based on behavioural psychology to help family office execs better understand and manage complex communications with families; and aid participants in recognising the different underlying interests, challenges, dynamics and emotions at play amongst family members in business together.

Investing in art, collectibles & luxury goods

Joined by world-leading auction house, Christie's, during this session we’ll explore the latest industry trends in art, collectibles and luxury goods, including the value of the global market, digitization of art and auctions, and how the next generation are driving a change towards more sustainable and philanthropic collecting. We’ll also discuss the importance of regular valuations and how to find a good restorer.

The future of the UK as a destination for UHNW families

Following the tightening of immigration rules, including the removal of investor visas, as well as the non-dom rules being scrapped and replaced with a shorter regime in April, plus a general election fast approaching - can the UK still lay claim to being top of the list of places that UHNW families want to live, establish their family office or invest? During this discursive session we will explore the future of the UK from an economic, tax and immigration perspective and consider its position compared to other global centres.

The outlook for sports investment

Amidst a general M&A market slowdown, the sports industry has continued to see significant deal volume and record valuations highlighting the resilience and growth of the sector among investors. During this session, Deloitte’s market-leading Sports Business Group will explore the outlook for the global sports M&A market, and the key considerations for family offices when considering investment in sport.

The Deloitte EMEA Family Office Conference will combine plenary sessions and immersive workshops in a central venue which boasts panoramic views of London’s skyline and iconic landmarks.

Wednesday 12 June 2024

Registration from 09:00 with proceedings starting at 10:00
Drinks and networking from 18:00

Rose Court Events
2 Southwark Bridge Road, London SE1 9HS
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2024 Top 10 Family Office Trends

COMING SOON!

The inaugural edition of Deloitte Private’s Family Office Insights Series, Global Edition, will be launched soon. This is the first of many perspectives we will publish as part of our new Family Office Insights Series which, in 2024, will include four reports covering the top 10 family office trends, a map of the global family office landscape, cybersecurity, and digital transformation. This first edition will highlight this year’s key trends in the areas of family office investing, risk management, hiring, sustainability, succession planning, digital transformation, and more.

The future of business leadership

Socially responsible leadership in an age of discontinuity. Business as usual? Likely not. Over the next decade, businesses will experience several major discontinuities that will likely reframe leaders’ perspectives and inform actions that sustain growth and shape a better future in the years ahead. Now is the time to act boldly.
Read more.

Deloitte's 2024 Sports Investment Outlook

2023 was a challenging year across global M&A markets, suffering from the impact of high inflation and interest rate hikes amidst a challenging macroeconomic climate. With that said, the sports M&A market showed its resilience with another year of strong investment activity as investors sought out quality assets. Looking ahead to 2024 and beyond, we expect to see significant levels of investment activity as macroeconomic challenges begin to ease and varying sources of capital continue to flow into the sector.
Read more.

Deloitte Football Money League 2024

The Deloitte Football Money League is an annual profile of the highest revenue generating clubs in world football. The publication remains the industry’s most reliable independent analysis of the top earning clubs and, for the first time, reports that the cumulative revenue of Money League clubs surpasses €10bn.
Read more.

8th Deloitte Private and ArtTactic Art & Finance Report

A close look at the evolving Art & Finance industry, this report is a barometer for emerging trends and sentiment in the art and finance industry and highlights developments in the art market.
Read more.

Global Family Office webinar series

Featuring Deloitte specialists and guest speakers from around the world, we explore some of the key trends and priorities for family offices today.
Read more.

The Family Office Handbook

Deloitte’s Family Office Handbook aims to address some of the key questions that may arise when establishing and operating a family office.
Read more.

Cyber & Technology Risk and the Family Office

How is your cyber preparedness? Do you have the right controls in place to protect your assets? Is your principal confident in navigating the increasingly complex digital space? The smallest breach can take a castle down. But you’re not alone.
Read more.

For any queries, please contact the Family Office conference team.

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Key contacts

Mark Stokes

Mark Stokes

Partner

Mark is a Partner in Deloitte’s Private Client Services team and leads our Family Office Services group, having specialised in advising families and their Family Offices throughout his career. Mark’s ... More

Christina Staples

Christina Staples

Director

Christina leads Deloitte’s Family Office Community in the UK – a distinctive peer network designed exclusively for senior executives of Single Family Offices. The programme offers members access to to... More