Cross Border Planning For The Private Client – ASIA

Concluded a meaningful event conference where I had the honour to speak and share my experiences on the understanding of key drivers in asset protection where my area of sharing was on development of wealth structures as well as regulatory and tax pressures. A big thank you to everyone who was there and to my fellow speakers for sharing their knowledge and expertise, not forgetting the organiser for the well-run event.

Key Topics
  1. Tax Planning
  2. Structuring & Estate Planning
  3. Wealth Management, Private Banking & Family Office
  4. Jurisdictional Options
Cross Border Planning for the Private Client - Asia 2018

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?


Sim Bock Eng / Partner & Head – Specialist & Private Client Disputes Practice / Wong Partnership
Aleisha Brown / Senior Associate / Harneys
Joanna Caen / Partner & Head of Private Wealth – China / Herbert Smith Freehills
Agnes Chen / Director, Trust Services, Corporate and Private Clients / Vistra Hong Kong
Marcus Dearle / Partner / Bryan Cave Leighton Paisner LLP
Chad Ellsworth / Partner / Fragomen Del Rey, Bernsen & Loewy, LLP
Joseph Field / Senior Counsel / Pillsbury Winthrop Shaw Pittman LLP
Austin Fragomen / Senior Partner / /Fragomen, Del Rey, Bernsen & Loewy, LLP
Nadine Goldfoot / Partner / Fragomen LLP
Richard Grasby / Partner/ Charles Russell Speechlys
Wisdom Hon/ Senior Associate/ Ogier
Stein Johnsen / Partner / Westmoore Private Clients
Jeffrey Lee / Senior Associate / Charles Russell Speechlys
Joanne Luce / Managing Director / Aqua Group (Member of FinanceMalta)
Clifford Ng / Partner / Zhong Lun Law Firm
Michael Olesnicky / Special Advisor/KPMG
Suzanne Reisman / Founder / Law Offices of Suzanne Reisman
Jacqueline Shek / Executive Director / Zedra
Nisha Singh / Global Head of Legal, Private Wealth Solutions / HSBC
Catriona Syed / Partner / Charles Russell Speechlys
Nicolas Theocharides / Member of the BOD / Chairman of the Investment Committee – Invest Cyprus
Max White / Director / Schroders Wealth Management
Patricia Woo / Partner / Squire Patton Boggs
Christine Wood / Senior Managing Director / FTI Consulting
Valerie Wu / Head of Tax & Trust, Asia / Pinsent Masons

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