View the content created from this discussion
Watch the On Demand version of this discussion
As the founder generations of Asia’s wealthy and uber-wealthy families and family dynasties increasingly seek guidance for wealth, estate and family business transfer to the younger family generations, it is important for the private banks and other advisory firms in Asia to understand how to deal with the clients in relation to the extremely sensitive and highly personal matters of estate, legacy and succession planning, while at the same time nurturing inclusiveness amongst the next generations that will, they hope, become their clients in the years and decades ahead.
It is vital for Asia’s wealthy families to create the right wealth structures, to accept the need to distance themselves from those structures, and to work with those bankers, advisers and experts who will truly help devise and revise the best possible plans.
How are Asian founders, patriarchs, matriarchs and their families dealing with the estate and family business succession? Are the private bankers and independent wealth management experts working efficiently with lawyers, trustees and other specialist advisors to help create and execute successful succession plans and structures that are also compliant with regulations and tax rules? What role does family and business governance play in these plans? How does the wealth advisory community deliver advice and structures across multiple jurisdictions? How closely involved should the second and third generations be in this estate and succession planning? Is enough being done to mitigate or avoid family disputes? What is the future for estate and legacy planning, structures and relevant jurisdictions?
Hubbis will assemble a group of erudite bankers, lawyers and other experts specialising in this crucial field of estate planning and transitioning to discuss these issues, with the overriding objective of helping the industry elevate its vision, its approach and its skills in order to maximise the opportunities ahead, at the same time as helping clients avoid the many pitfalls of poorly conceived, poorly executed estate and succession planning.
Creating a Robust Family Succession Plan that Embraces Gover...
3.00pm - 4.00pm HKT/SGT
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Kate Weiss
Asiaciti Trust
Daisy Liu
Assured Asset Management
John Shoemaker
Butler Snow
Paul Knox
J.P. Morgan Private Bank
Vivian Kiang
RBC Wealth Management
Markus Grossmann
Trident Trust
Clifford Ng
Zhong Lun Law Firm
Why you should attend Hubbis events
Experience our latest event for yourself
INDEPENDENT WEALTH MANAGEMENT FORUM - Singapore 2024
3.00pm - 4.00pm HKT/SGT
Hubbis was delighted to host the 2024 Independent Wealth Management Forum in Singapor...
read moreGet involved in Hubbis events
-
3.00pm
Creating a Robust Family Succession Plan that Embraces Governance, Tax and Compliance
- How are Asian founders, patriarchs, matriarchs and their families dealing with the estate and family business succession?
- Are the private bankers and independent wealth management experts working efficiently with lawyers, trustees and other specialist advisors to help create and execute successful succession plans and structures that are also compliant with regulations and tax rules?
- What role does family and business governance play in these plans?
- How does the wealth advisory community deliver advice and structures across multiple jurisdictions?
- How closely involved should the second and third generations be in this estate and succession planning?
- Is enough being done to mitigate or avoid family disputes?
- What is the future for estate and legacy planning, structures and relevant jurisdictions?
Moderator
Speakers
-
4.00pm
Webinar Ends
Creating a Robust Family Succession Plan that Embraces Gover...
3.00pm - 4.00pm HKT/SGT
Kate Weiss
Asiaciti Trust
Daisy Liu
Assured Asset Management
John Shoemaker
Butler Snow
Paul Knox
J.P. Morgan Private Bank
Vivian Kiang
RBC Wealth Management
Markus Grossmann
Trident Trust
Clifford Ng
Zhong Lun Law Firm
Creating a Robust Family Succession Plan that Embraces Gover...
3.00pm - 4.00pm HKT/SGT
Creating a Robust Family Succession Plan that Embraces Gover...
3.00pm - 4.00pm HKT/SGT