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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.
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.