LEGACY CONFERENCE 2024

Legacy in
Impact Philanthropy

15 October 2024 (Tue)

14:30-18:00

Deloitte, Central Atrium,

35/F., One Pacific Place,

88 Queensway, Admiralty, Hong Kong

Anchor 1

About Legacy Academy

Founded in 2012, Legacy Academy engages in a full spectrum of family succession and continuity planning services covering research, education, consultancy and publications. It provides professional advice and guidance to Chinese family enterprises with the mission to ensure that their family legacies are successfully sustained and advanced from one generation to the next.

The Academy’s scope of services include: the consolidation of family values, the sustainability of family relationships, the transfer of family knowledge and know-how, the management of family wealth, as well as leadership succession planning and implementation. With its comprehensive and proven methodologies, the Academy is a leading platform on trans-generational leadership and succession planning of family legacies in the Greater China region.

Website of Legacy Academy

Honorary Chairman

Dr. Michael Y.K. Chan

President

Dr. Amen Lee

Statistics about Legacy Conference

Audience

Speaker

Experience

1200+

30+

5

ultra-high-net-worth and high-net-worth families, their family members and c-level executives; all looking to learn and make new connections.

inspiring, visionary, creative family business leaders and professionals, including the biggest and most influential names in their industries.

years of experience in organizing family business conference. The annual Legacy Conference enters its fifth year.

About Legacy Conference 2024

The theme of Legacy Conference 2024 is “Legacy in Impact Philanthropy”.

The Hong Kong government is committed to transforming Hong Kong into a global philanthropy hub, attracting family offices and asset owners worldwide to establish a presence in the city. Organized by the Legacy Academy, this forum explores the innovative mindset of Family Office 2.0, addressing families' enthusiasm for social contribution and promoting the development of impact investing and philanthropy in Hong Kong. We advocate for upgrading family offices to 2.0, shifting from traditional financial services to focusing on family vision, values, and core principles, allowing family spirit to guide wealth inheritance planning and achieve long-term goals through philanthropy and social responsibility.

This event invites government officials, family philanthropic organizations, corporate philanthropy representatives, professionals, and academics to exchange and share insights. We hope the conference will inspire collaboration and innovation, bringing a profound impact on society.

Speakers

Officiating Guest

Mr. Joseph H. L. Chan, JP

Under Secretary for Financial Services and the Treasury,

The Government of the Hong Kong SAR

Mr. Joseph H. L. Chan, JP has appointed the Under Secretary for Financial Services and the Treasury on 16 August 2017.
Mr Chan has many years of senior executive experience in the banking industry. He was a Managing Director in the Global Markets Division of Credit Agricole Corporate & Investment Bank, and was a Managing Director in Financial Markets of Standard Chartered Bank.
Prior to joining the Government, Mr Chan held multiple roles in a number of public and professional bodies, including Vice President of the Hong Kong Society of Financial Analysts, Director of Hong Kong Securities & Investment Institute, Advisor of the Chinese Gold & Silver Exchange Society, as well as a General Committee member of the Hong Kong General Chamber of Commerce.

Keynote Speakers

Mr. Jason Fong

Global Head, Family Office of InvestHK
The Government of the Hong Kong SAR

Mr. Jason Fong was appointed as the Global Head of Family Office HK, Invest Hong Kong (“InvestHK”) in April 2023. InvestHK is the department of the Hong Kong SAR Government, and FamilyOfficeHK at InvestHK is responsible for promoting Hong Kong as the international hub and preferred choice of family offices.

Ms. Melissa Fung

Consulting Businesses Southern Region Managing Partner, Deloitte China

Ms. Melissa Fung, who has over 20 years of professional experience in the sustainability, risk management and internal audit fields, is the Southern Region Leader of our Risk Advisory practice in China. Melissa specializes in providing sustainability advisory, internal controls review and corporate governance advisory services.

Distinguished Speakers

Dr. David Harilela

Founder & CEO, David Harilela Group

Dr. David Harilela is the CEO and Founder of the David Harilela Group of companies which expertise in licensing, franchising, manufacturing and export. He is also a Director in Harilela Hotel Holdings Limited and has interests in both financial and property investments.

He was the District Governor of Rotary District 3450 in 2011/12 and became the first Arch Klumph Society member from the family.

Ms. Irene Leung

Head of Charities, The Hong Kong Jockey Club

Ms. Irene Leung joined The Hong Kong Jockey Club as Head of Charities in 2020.
Ms. Leung possesses unique cross-sector management experience in business (ICT), NGO, and media industries. She has established her reputation well in the telecommunications industry in Hong Kong, having led the strategic development of fixed and mobile services which included the world’s first commercial launch of 4G mobile service and applications.

Prof. Shih Wing-ching, JP

Founder, Shih Wing Ching Foundation

Mr. Shih Wing Ching was born in Shanghai and brought up in Hong Kong. Shih founded Centaline Group and acts as its Chairman. Centaline has been majoring its business in property agency and has now developed as an enterprise involving in diversified businesses including surveying and valuation, mortgage agency, data consolidation, financial services, wealth management, securities brokerage, credit reporting, property management and online media.

Panel Speakers

Moderator

Dr. Amen Lee

President, Legacy Academy

Ms. Cindy Chow

Executive Director and CEO, Alibaba HK Entrepreneurs Fund

Ms. Winnie Peng

Director, Roger King Center for Asian Family Business, HKUST Business School

Mr. Ivan Wong

Chief Executive, Ocean Park Hong Kong