Business Families in Transition

Richard Grasby is an experienced trusts, funds, family office and private wealth lawyer. He has experience in multiple jurisdictions and has been admitted as a lawyer in England & Wales, the Cayman Islands and the BVI. Richard has expertise in the establishment and administration of offshore entities including trusts, companies and investment funds. He has significant experience in compliance, governance and account opening. Richard also has considerable involvement in private trust companies, family constitutions and succession planning. He has worked with clients and advisers in numerous jurisdictions. Richard lived and worked in Asia for over 12 years. Prior to that, he was based in the Cayman Islands. He has also worked in Jersey and London. Richard is the immediate past chair of the STEP Hong Kong branch, a committee member of the STEP Business Families Global Special Interest Group and a committee member of the STEP International Client Global Special Interest Group. He is a member of the Hong Kong Trustees Association and a lecturer on their Trust Training Certificate course. He is an elected member of the International Academy of Estate and Trust Law.

Christian is an independent family advisor based in Hong Kong and the founder of Family Legacy Asia. He assists family enterprises and family offices with family governance, ownership succession, learning & development. He facilitates family meetings and helps families to form and implement family councils, build collaborative skills, address conflicts and develop their own family governance system. He also acts as an outsourced Chief Learning Officer, assisting with family learning and development. Christian is a Fellow of the Family Firm Institute (“FFI”), and the recipient of the FFI’s 2021 Interdisciplinary Practice Award. He has also received the Wealth Briefing Asia 2017 Award for Leading Individual Advisor. Christian originally practiced as a solicitor in South Australia, moving to Hong Kong in 1994 and joining PricewaterhouseCoopers, becoming a partner and head of their Trust & Private Client Group. In 2002 he joined JPMorgan Private Bank to head their Wealth Advisory team for Asia, before forming Family Legacy Asia in 2008.

Sunita is a well-known authority and legal adviser in the private wealth community. Her trusted relationships with UAE Regulatory authorities, financial advisors, corporate services providers, family offices and banks enable her to provide expert legal advice to her private wealth clients, especially in the GCC, Southwest Asia and Africa. She is a full member of STEP (Africa and Arabia) and often acts as moderator at international forums and conferences. As a thought leader, Sunita regularly publishes in prominent publications and participated, amongst other in the ground-breaking “Women in Wealth Management” GCC roadshow. She is recognised by various legal directories such as Chambers & Partners, Global Stars Report, and was peer-selected for the Private Client Global Elite Directory (2022 – 2023). Sunita has actively promoted women’s empowerment for young professionals in India and the Middle East and is a professional mentor for young female executives in the Middle East.

Zac has experience in all areas of international private client law including cross border tax, trust, estate, family, divorce and succession laws. Zac also has extensive experience advising in relation business family and family office governance and succession planning, and international private client regulatory laws, including the Common Reporting Standard, Mandatory Disclosure Rules, Economic Substance Rules and Beneficial Ownership Registers.

Hannah joined Trident Trust in 2020. She is an experienced business development and fiduciary professional covering the areas of trust, corporate services and fund administration. With international experience gained over the last 14 years across both Asia and Europe, Hannah specialises in wealth planning for UHNW individuals and corporates. She is a full member of the Society of Trust & Estate Practitioners and holds a BSc (Honours) Degree in Management from The University of Manchester.

Richard Grasby is an experienced trusts, funds, family office and private wealth lawyer. He has experience in multiple jurisdictions and has been admitted as a lawyer in England & Wales, the Cayman Islands and the BVI. Richard has expertise in the establishment and administration of offshore entities including trusts, companies and investment funds. He has significant experience in compliance, governance and account opening. Richard also has considerable involvement in private trust companies, family constitutions and succession planning. He has worked with clients and advisers in numerous jurisdictions. Richard lived and worked in Asia for over 12 years. Prior to that, he was based in the Cayman Islands. He has also worked in Jersey and London. Richard is the immediate past chair of the STEP Hong Kong branch, a committee member of the STEP Business Families Global Special Interest Group and a committee member of the STEP International Client Global Special Interest Group. He is a member of the Hong Kong Trustees Association and a lecturer on their Trust Training Certificate course. He is an elected member of the International Academy of Estate and Trust Law.

Christian is an independent family advisor based in Hong Kong and the founder of Family Legacy Asia. He assists family enterprises and family offices with family governance, ownership succession, learning & development. He facilitates family meetings and helps families to form and implement family councils, build collaborative skills, address conflicts and develop their own family governance system. He also acts as an outsourced Chief Learning Officer, assisting with family learning and development. Christian is a Fellow of the Family Firm Institute (“FFI”), and the recipient of the FFI’s 2021 Interdisciplinary Practice Award. He has also received the Wealth Briefing Asia 2017 Award for Leading Individual Advisor. Christian originally practiced as a solicitor in South Australia, moving to Hong Kong in 1994 and joining PricewaterhouseCoopers, becoming a partner and head of their Trust & Private Client Group. In 2002 he joined JPMorgan Private Bank to head their Wealth Advisory team for Asia, before forming Family Legacy Asia in 2008.

Sunita is a well-known authority and legal adviser in the private wealth community. Her trusted relationships with UAE Regulatory authorities, financial advisors, corporate services providers, family offices and banks enable her to provide expert legal advice to her private wealth clients, especially in the GCC, Southwest Asia and Africa. She is a full member of STEP (Africa and Arabia) and often acts as moderator at international forums and conferences. As a thought leader, Sunita regularly publishes in prominent publications and participated, amongst other in the ground-breaking “Women in Wealth Management” GCC roadshow. She is recognised by various legal directories such as Chambers & Partners, Global Stars Report, and was peer-selected for the Private Client Global Elite Directory (2022 – 2023). Sunita has actively promoted women’s empowerment for young professionals in India and the Middle East and is a professional mentor for young female executives in the Middle East.

Zac has experience in all areas of international private client law including cross border tax, trust, estate, family, divorce and succession laws. Zac also has extensive experience advising in relation business family and family office governance and succession planning, and international private client regulatory laws, including the Common Reporting Standard, Mandatory Disclosure Rules, Economic Substance Rules and Beneficial Ownership Registers.

Hannah joined Trident Trust in 2020. She is an experienced business development and fiduciary professional covering the areas of trust, corporate services and fund administration. With international experience gained over the last 14 years across both Asia and Europe, Hannah specialises in wealth planning for UHNW individuals and corporates. She is a full member of the Society of Trust & Estate Practitioners and holds a BSc (Honours) Degree in Management from The University of Manchester.

Michael is a prominent figure in the financial services industry in Asia. He is the founder and CEO of Hubbis, a renowned provider of intelligence and connectivity for the Asian wealth management industry. With a depth of experience and expertise, he has played a pivotal role in shaping the industry for over 30 years, becoming a leading industry presence in the events, professional development, and publishing space in the region. Hubbis is a multi-generational family-owned and managed business.

He has been actively involved in the Asia-Pacific region since 1993. And has lived in Asia since 1995, holding positions in Hong Kong, Sydney, and Singapore. 

For over 14-years, Hubbis has established itself as the gold standard media and events brand in wealth management thought leadership in Asia. Each year providing a very large body of cutting-edge editorial and sponsored content, organizing top-flight events. During that time Hubbis has become the platform of choice for many high-profile C-suite leaders to communicate their vision of the Asian wealth management.

Before his involvement with Hubbis, Michael founded Pacific Prospect in 2002, a financial services media company. Under his leadership, the company achieved significant success and was subsequently acquired by global business-to-business publisher Incisive Media in 2006. Michael continued to serve as the CEO of Pacific Prospect until October 2008. Prior to his entrepreneurial ventures, Michael garnered 5 years of experience in financial markets publishing.

His career in this field began in 1993 when he joined Euromoney Publications as the publisher of the quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now owned by LSEG) and spearheaded the conception and launch of Finance Asia magazine. During his tenure as Managing Director of Finance Asia, he also initiated the Asian Debt Review, Asian Private Capital Magazine, and the Finance Asia Conference Business. In 1997, he founded FIA Limited, further expanding his contributions to the financial publishing industry.

Born in North Wales, Michael served as the head boy of St David's College Llandudno. He holds a degree in Business Administration from Cardiff University. Beyond his professional endeavours, Michael is a family-oriented individual and is happily married with three children: Reanna, Garett, and Tarryn.