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. We look forward to ‘seeing’ you at our Digital Dialogue on March 18.

Mar 18

Creating a Robust Family Succession Plan that Embraces Gover...

3.00pm - 4.00pm HKT/SGT

Register
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A community of leading organisations within Asian Wealth Management

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Senior figures in Asian Wealth Management are speaking at this event

Markus Grossmann

Trident Trust

Paul Knox

JP Morgan Private Banking

Vivian Kiang

RBC Wealth Management

Clifford Ng

Zhong Lun Law Firm

John Shoemaker

Butler Snow

Kate Weiss

Asiaciti Trust

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  • 15.00pm

    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

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    John Shoemaker

    Registered Foreign Lawyer

    Butler Snow

    Vivian Kiang

    Head of Wealth Planning and Trust Administration, Asia

    RBC Wealth Management

    Markus Grossmann

    Regional Managing Director

    Trident Trust

    Clifford Ng

    Partner (Hong Kong)

    Zhong Lun Law Firm

    Paul Knox

    Managing Director

    JP Morgan Private Banking

  • 16.00pm

    Webinar Ends

Mar 18

Creating a Robust Family Succession Plan that Embraces Gover...

3.00pm - 4.00pm HKT/SGT

Register
Speakers

Markus Grossmann

Trident Trust

Paul Knox

JP Morgan Private Banking

Vivian Kiang

RBC Wealth Management

Clifford Ng

Zhong Lun Law Firm

John Shoemaker

Butler Snow

Kate Weiss

Asiaciti Trust

Mar 18

Creating a Robust Family Succession Plan that Embraces Gover...

3.00pm - 4.00pm HKT/SGT

Register
Partners

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Mar 18

Creating a Robust Family Succession Plan that Embraces Gover...

3.00pm - 4.00pm HKT/SGT

Register