Developments in Wealth Planning, Structuring and Family Succession

John Shoemaker is Senior Counsel with Butler Snow in their Singapore office. John has more than 30 years’ experience in tax, legal & regulatory compliance, and is a common law lawyer with educational emphasis on taxation, trusts & estate planning. He also has extensive experience in ensuring multi-jurisdictional compliance for fiduciary product offerings (working with multijurisdictional outside counsel & adapting products for sale in relevant jurisdictions), including product management skills to direct complex products from concept to fully operational status.

Paul is a Managing Director and Senior Wealth Advisor for the ASIAPAC region of the JP Morgan Private Bank. He is based in Hong Kong and joined JP Morgan 14 years ago from Ernst and Young LLP where he was a Director and head of the Private Client Services group in London. He was also Chairman and founder of the Ernst & Young International Private Wealth Group. He has over thirty five years experience in advising wealthy individuals and families on both domestic and international tax and estate planning as well as family governance and succession issues. He also has wide experience in advising philanthropists on both tax and structuring issues in relation to charitable giving. Paul graduated from Durham University and is a UK Solicitor. He is a member of the Society of Trust and Estate Practitioners and has served as co-chair of its International Committee as well as being an advisor to its UK technical committee and a member of the Family Business Special Interest Group. He is also Vice Chairman of the UK charity Philanthropy Impact prior to relocating to Hong Kong.

Lee Sleight is Head of Business Development, Asia, and is responsible for designing tailored private wealth and succession planning solutions, working closely with Asia-focussed distribution partners, for UHNW clients and their families that protect, preserve and pass on their legacy to future generations. Lee has over 20 years’ experience in the wealth assurance industry across Europe, Asia and Latin America. Joining Lombard International Group in 2004, Lee successfully led the European Complex Case Structuring Team, where he built a unique track record, working in partnership with advisers to global UHNW families to offer Private Placement Life Insurance based solutions catering for their increasingly complex wealth and succession planning needs. Lee is a member of the Society of Trust and Estate Practitioners. Born in the UK, Lee has lived in Germany since 2005 and worked in Luxembourg since 2001. A father of 3, Lee is also an avid trail runner and triathlete.

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.

Hengka focuses on international tax and transaction tax and advises on a variety of cutting-edge tax matters, including as they relate to tax planning and compliance, tax-efficient structuring, and tax dispute resolution. Hengka is also a trusted adviser in relation to wealth planning and he serves numerous Chinese Ultra HNWI, leading private banks and family offices for global asset protection scheme and handle their offshore trust, ESOP, CRS, immigration, and succession matters. Beyond that, Hengka contributes substantial efforts on non-profit and philanthropy legal practice. He is a pioneer lawyer in the NGO sector and has advised more than 50 international NGOs, United Nations Agency and charitable foundations and philanthropist on a full range of legal issues, advising the legal implications under INGO Law, handling transactions and day-to-day operation for these entities and representing them in structuring, entity formation, fundraising, donation, due diligence, tax incentives application, governance, litigation and internal compliance investigation. He has been appointed to serve as the China representative of CEPI and authorized representative of one famous international educational NGO. Henry is also selected as the Global Fellow of Salzburg Global Seminar, and Asia Fellow of AVPN for Impact Investment (funded by Ford Foundation).

John Shoemaker is Senior Counsel with Butler Snow in their Singapore office. John has more than 30 years’ experience in tax, legal & regulatory compliance, and is a common law lawyer with educational emphasis on taxation, trusts & estate planning. He also has extensive experience in ensuring multi-jurisdictional compliance for fiduciary product offerings (working with multijurisdictional outside counsel & adapting products for sale in relevant jurisdictions), including product management skills to direct complex products from concept to fully operational status.

Paul is a Managing Director and Senior Wealth Advisor for the ASIAPAC region of the JP Morgan Private Bank. He is based in Hong Kong and joined JP Morgan 14 years ago from Ernst and Young LLP where he was a Director and head of the Private Client Services group in London. He was also Chairman and founder of the Ernst & Young International Private Wealth Group. He has over thirty five years experience in advising wealthy individuals and families on both domestic and international tax and estate planning as well as family governance and succession issues. He also has wide experience in advising philanthropists on both tax and structuring issues in relation to charitable giving. Paul graduated from Durham University and is a UK Solicitor. He is a member of the Society of Trust and Estate Practitioners and has served as co-chair of its International Committee as well as being an advisor to its UK technical committee and a member of the Family Business Special Interest Group. He is also Vice Chairman of the UK charity Philanthropy Impact prior to relocating to Hong Kong.

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.

Hengka focuses on international tax and transaction tax and advises on a variety of cutting-edge tax matters, including as they relate to tax planning and compliance, tax-efficient structuring, and tax dispute resolution. Hengka is also a trusted adviser in relation to wealth planning and he serves numerous Chinese Ultra HNWI, leading private banks and family offices for global asset protection scheme and handle their offshore trust, ESOP, CRS, immigration, and succession matters. Beyond that, Hengka contributes substantial efforts on non-profit and philanthropy legal practice. He is a pioneer lawyer in the NGO sector and has advised more than 50 international NGOs, United Nations Agency and charitable foundations and philanthropist on a full range of legal issues, advising the legal implications under INGO Law, handling transactions and day-to-day operation for these entities and representing them in structuring, entity formation, fundraising, donation, due diligence, tax incentives application, governance, litigation and internal compliance investigation. He has been appointed to serve as the China representative of CEPI and authorized representative of one famous international educational NGO. Henry is also selected as the Global Fellow of Salzburg Global Seminar, and Asia Fellow of AVPN for Impact Investment (funded by Ford Foundation).