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Oct 25
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09:00 - 09:30 30 mins
09:30 - 09:40 10 mins
Chairman's Opening Remarks
  • Chad Ellsworth - Partner, Fragomen Del Rey, Bernsen & Loewy, LLP
09:55 - 10:35 40 mins
BEPS The Potential Impact and Implications- Should private clients and trustees be concerned?

In many ways, the OECD’s BEPS (base erosion and profit shifting) project is the corporate equivalent to CRS. Many wealth managers mistakenly assume that the far-reaching changes to the global tax landscape being instigated as a result of BEPS affect only multinational corporations but not individual investors. In fact, the impact on investments made by HNWIs is equally profound in terms of impact on structuring, transparency and reporting to tax authorities. BEPS has shaped the global landscape insofar as cross border investments are concerned, and it is essential that advisers understand the new environment. The speaker will explain the impact of BEPS on the wealth management industry.

  • Michael Olesnicky - Special Advisor, KPMG
10:35 - 11:05 30 mins
Refreshment Break
11:05 - 11:35 30 mins
A Right to Privacy? Practical Consequences of the Drive towards Global Tax Transparency
  • What is tax transparency and how it is changing the rules of the game
  • What can i do about it?
  • Clifford Ng - Partner, Zhong Lun Law Firm
  • Vikna Rajah - Head Tax, Trust & Private Client, Rajah & Tann Singapore LLP
11:35 - 12:05 30 mins
Family’s need for Planning and Protection in the Modern World
  • Modern day issues and challenges
  • Strategies designed to protect your wealth in today's environment
  • PR and reputation issues
  • Joseph Field - Senior Counsel, Pillsbury Winthrop Shaw Pittman LLP
  • Valerie Wu - Head of Tax & Trust, Asia, Pinsent Masons
12:05 - 12:35 30 mins
Offshore Structuring for Chinese Families
  • What are the structuring options for Chinese families with the drive by wealthy individuals and families for globalisation of their wealth as well as their families?
  • Discussion of the challenges and opportunities particular to Chinese clients and asset structuring.

12:35 - 13:45 70 mins
13:45 - 14:15 30 mins
How do you Access North America – Eb5
  • What to Expect from Trump's Immigration Policies
  • Discussion of how to Access to North America
  • Chad Ellsworth - Partner, Fragomen Del Rey, Bernsen & Loewy, LLP
14:15 - 14:45 30 mins
UK Immigration Program
  • The UK’s Investor Visa actually gained popularity after the Brexit vote causing a surge in applications in the months following the referendum.
  • Discussion of likely future trends in light of Brexit
  • Value of investment
  • Duration of visa and terms to be aware of
  • Nadine Goldfoot - Partner, Fragomen LLP
14:45 - 15:15 30 mins
Refreshment Break
15:15 - 15:55 40 mins
Understanding Key Drivers in Asset Protection
  • Drivers for overseas investments - geopolitical and economic risk factors
  • Development of wealth structures - what’s in place
  • Has it been built to last?
  • Regulatory and tax pressures - offshore/onshore
  • What does the future hold?
  • Catriona Syed - Partner, Charles Russell Speechlys
15:55 - 16:25 30 mins
The Modern Role of the Family Office in Wealth Planning

If structured in the right way a Family Office can serve as a  central hub for a family’s legacy, governance and communication as well as playing a strategic role in the transferring of wealth from generation to generation. This session will look at the trends in Family offices in Asia as a tool for wealth planning and the move towards the FO playing a more active part in multi-generational success.

  • Patricia Woo - Partner, Squire Patton Boggs
16:25 - 17:00 35 mins
What Happens When Things Go Wrong - Litigation Update
  • Prevention planning
  • Identifying the risk factors
  • How to react to attack
  • Reputation issues
  • Sim Bock Eng - Partner & Head - Specialist & Private Client Disputes Practice, Wong Partnership
17:00 - 17:05 5 mins
Chairman's Close of Conference
  • Chad Ellsworth - Partner, Fragomen Del Rey, Bernsen & Loewy, LLP
17:05 - 18:35 90 mins
Drinks Reception