When is a family office necessary and where to start?
Constructing a coherent investment philosophy
Accessing best of class fund managers, and when to invest directly
Family succession and the role of independent directors and advisors
Balancing beneficiary needs with long-term goals
Disciplines of reporting to beneficiaries
The role of a family foundation

Speakers

Henri Eliot
Founder and CEO, Board Dynamics

Henri Eliot is the Founder and CEO of Board Dynamics and author of the best selling governance book ‘Board Shorts’.

For over twelve years, Henri’s consultancy Board Dynamics has provided customised strategic advice to directors and boards throughout New Zealand. Henri is a regular contributor to a number of publications including Stuff, The New Zealand Herald, National Business Review and the Sunday Star-Times.

Henri is currently Chairman Balle Bros Group, Dodson Motorsport and Trustee Plunket Foundation. He also Chairs several advisory boards.

Henri received his LLB (Hons) from the University of London, his Bachelor of Arts Degree in Political Science from McGill University, his Master’s degree in Commercial and Corporate Law from the University of Auckland, his MBA from Richmond University and a Post Graduate Diploma in Entrepreneurship from the University of Cambridge.

Henri is a Chartered Fellow of the Institute of Directors in New Zealand and Associate Member of Arbitrators & Mediators Institute of New Zealand. He trained as a mediator at Harvard Law School.

Raphael Yan
Director, Artemis Capital Limited

Raphael was born in Wellington, attending boarding school in Cambridge and Auckland. After graduating with a B.Com/LLB from Canterbury University he was admitted to the Bar in Auckland. Not long after which he joined Merrill Lynch in Hong Kong. During his time in Asia he worked in the debt capital markets advising Asia-Pacific Sovereigns, Banks and large Corporates who accessed the international bond markets. Raphael was a member of the Hong Kong Stock Exchange and attained his Series 7 US Securities Dealers Association designation. He has both fond and trying memories of his time in Asia before and after the Hong Kong handover, the Asian Financial Crisis and the Long-Term Capital Management and Russian crises.

In his spare time there he enjoyed dragon boat racing and played rugby for the HK Football Club and played a few games for the Hong Kong Dragons. He left HK in 2002 as a Vice President at Salomon Smith Barney returning to NZ to marry and start a family. At that time he established Artemis Capital with his brother and father-in law. Artemis is a single family office with responsibility for fixed income, public and private equity investments. This includes investments for the family charitable trust initiative.
Raphael and his wife Eugénie are both involved in public charities (Plunket Foundation and Breast Cancer Foundation NZ, respectively) and the 2 eldest of their 3 teenage children established a volunteer tutoring initiative to a decile 1 Intermediate school, amongst other community focused initiatives that are encouraged at their school. Raphael and his family enjoy snow skiing, fishing, mountain biking, hiking and travelling together.

Stephen Fisher
Managing Director, Fisher International Limited

Stephen has been running the Family office (Fisher International Ltd) for the past 45 years which manages and administers 14 Trusts covering as many investment portfolios and approximately 40 Beneficiaries. The investment portfolios and beneficiary assets are based in NZ, Mexico, UK, Australia, and Singapore.

Stephen also chairs the family charitable trust and the Spirit of Adventure Trust of which he is the surviving founder Trustee of 48 years. A life's passion.

A keen yachtsman of a bygone era, a poor golfer who enjoys the challenge, a Coast to Coaster and a skier, Stephen has been closely involved with the Duke of Edinburgh's Awards, the World Wide Fund for Nature and the Arts and attended Harvard Business School.

Stephen was awarded the QSO in 1994 and became a Chevalier of the Belgian Ord re de la Couronne in 2001. He is married to the celebrated interior designer Virginia Fisher and they have a son, Benjamin.

Tom Arieli (Chair)
Partner, Tompkins Wake

Tom is a corporate and commercial law specialist with almost 20 years’ experience practicing law. Tom joined Tompkins Wake in 2012 and acts as a trusted advisor to businesses and high net worth families, using his extensive experience to deliver pragmatic and client-centric advice. Tom advises across a range of industries and specialises in M&A, corporate governance, restructuring, joint ventures, succession and shareholder disputes.

A recommended lawyer in The Legal 500 for Asia Pacific, Tom leads our Auckland office and is also a member of Tompkins Wake's Board of Partners.