HUBBIS WEALTH SOLUTIONS FORUM - Hong Kong 2023

Nancy has extensive experience in a wide range of offshore matters in both the private client area as well as the corporate sphere. In the private client context, Nancy advises ultra-high net worth families, family offices and intermediaries on all aspects of private client structuring including the use of trusts and foundations, as well as related corporate law issues (including where such vehicles are used for philanthropic purposes). She has considerable experience with high value and complex structures which enable the clients to retain a degree of control over their family assets and achieve effective succession planning. In the corporate area, Nancy is one of the only Jersey lawyers with specific experience in pensions and employee incentive arrangements (having previously worked for Ashurst in London). She is the chairperson of the Jersey Pensions Association and is working closely with the Jersey government to enhance Jersey's offering of end of service gratuity plans and international savings vehicles. Nancy also has considerable experience in regulatory matters affecting offshore vehicles and service providers, including FATCA, the common reporting standard (CRS) and data protection.She is fluent in English, Mandarin Chinese and Taiwanese.

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.

Tan Woon Hum is widely regarded as one of the rare senior market leaders specialising in investment funds, REITs and trusts, especially Variable Capital Companies (VCCs) and family offices. He heads a team of specialist lawyers in the Trust, Asset & Wealth Management practice at major Singapore law firm Shook Lin & Bok LLP. He is ranked as a Band 1 leading investment funds lawyer by Chambers Asia-Pacific since 2014 and top 100 lawyer in Singapore by Asia Business Law Journal in 2023. He advises on fund formation, (including hedge funds, private equity funds, venture capital funds, real estate funds and single-family funds) using Singapore funds (including VCC) and offshore funds structures (eg. Cayman LP funds and segregated portfolio companies). He drafts and reviews the full range of fund documents and is extremely well versed with independent asset managers, external asset managers, multi-family offices and single-family offices, and has an extremely strong track record in securing the relevant regulatory licences and exemptions. His excellent and long-term professional relationship with the local regulators, authorities and major industry players add credence to his practice. He has advised on and helped clients launched about 100 VCCs as at May 2023. He has extensive experience in advising private clients (including ultra-high net worth individuals and single-family offices) and trustees on the establishment of private trusts, family offices, single-family funds, Sections 13O and 13U (formerly 13R and 13X) structures and drafts trust documents, fund documents, global investor programme documents and family charters. Woon Hum is bi-lingual (English and Mandarin), has a law degree and a MBA (Finance). He is a highly sought after speaker and speaks regularly at public conferences, forums and seminars since 2002 in Singapore, Beijing, Shanghai, Hong Kong, Dubai, Bangkok, Ho Chi Minh and Kuala Lumpur.

Yannick Häni heads 1291 Group in Asia and holds both a Bachelor degree in Business Law (B.Sc.) as well as a Master of Law in International Taxation (LL.M.). Since the beginning of his career in 2003, he has worked in the insurance industry in different positions and has therefore has experience in compliance, product development and financial advisement of HNWI and their tax advisors and asset managers. Prior to his engagement with 1291 Group, Yannick worked for six years as an advisor of international private banking clients for one of the largest insurance companies in Liechtenstein, where he gained extensive knowledge in tax optimization, asset protection and structuring as well as estate planning.

Woon Shiu has over 20 years of expertise in marketing, client development and professional training in family office structuring, trusts, high-net-worth life insurance and estate planning in Asia Pacific (especially China, Taiwan, Hong Kong and Southeast Asia). Over the years, Woon Shiu has handled multiple landmark transactions, advising ultra-high net-worth individuals and founding members of banking conglomerates on matters relating to taxes, multi-generational endowment funds, planning of global assets, and much more. Woon Shiu is also an adjunct professor at the Wealth Management Institute (in Nanyang Technological University) and regularly lectures private bankers, lawyers and trust practitioners on wealth structuring and estate succession. He has also spoken as a guest lecturer at universities in China, and his views on family businesses are regularly featured in the Financial Times, Barron’s Asia, Singapore Business Times, China Daily and other renowned publications. Woon Shiu has advised numerous ultra-high net-worth families across Asia Pacific in the areas of strategic structuring of their estate and succession planning. He commonly engages multi-generation families, giving them advice on successfully establishing and implementing their desired family governance and philanthropic strategies. He holds a STEP certification and is a Solicitor in England and Wales, as well as an Advocate and Solicitor in Singapore. Woon Shiu is fluent in English and Mandarin – often lecturing in both languages – and is also conversant in Cantonese, Hokkien and Hainanese.

Jessica is a Founding Partner, Responsible Officer and Compliance Officer of The Capital Company Hong Kong Limited, an independent asset management firm formed in the beginning of 2017. Prior to her time at The Capital Company, Jessica co-founded EXS Capital Asia Limited in 2008, and served as a Responsible Officer and head of Operations and Compliance for the firm until the end of 2016. She and her team built a substantial asset management and financial planning practice during their time at EXS, which is part of the core of their new joint venture The Capital Company. Jessica is an expert in many areas including tax, financial, and estate planning and she specializes in serving Americans living in Asia. She and her team provide fee-based comprehensive wealth management and planning services to U.S. citizens in Asia and to persons with U.S. related planning needs. Over the last fifteen years, Jessica has built a comprehensive wealth management practice from the ground up and established an active presence across Asia-Pacific. Before she moved to Asia, Jessica worked as a Registered Representative for Charles Schwab. She continues to be licensed in the U.S. today as a Registered Investment Advisor, insurance professional, and Trust and Estate Practitioner, and serves clients in the U.S. and across Asia Pacific. While in Tokyo she completed her MBA at Temple University Japan. She also spent a year in AmeriCorps, the domestic Peace Corp, working with individuals with severe disabilities. Jessica lives in Hong Kong with her husband and two children. She is active in the American Chambers of Commerce in Hong Kong, the American Women’s Association, and supports a variety of nonprofit organizations around the region. Jessica is currently active in the Girl Scouts as an adult volunteer and an avid runner and cyclist with the Hong Kong Tritons.

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.

Yanylis arising star in Greater China wealth planning and a trusted counsel to leading families across the region. At Hywin, Yanyi specializes in crafting and implementing holistic family governance and succession solutions UHNW clients, including family diagnostics, trust structuring, tax and citizenship planning family conflict resolution, family litigation and defense. Prior to joining Hywin, Yanyi held senior positions at two leading global trust companies (Visb'4 Trident), intimately familiar with the trust laws and practices of major jurisdictions, As a popular speaker, Yanyi shared her insights at a variety of industry events and UHNW gatherings. Yanyi holds a bachelor degree of laws from the University of Bristol in United Kingdom, and completed academic pursuits at Peking University. Yanyi is a key member of Hong Kong Chinese People’ Political Consultative Conference (CPPCC) Youth Association, and saluted for her championship of closer ties between HKSAR and the motherland.

Mr. Kenny Ho is a Founder and Managing Partner of Carret Private Investments, Ltd., the Hong Kong-based affiliate of Carret Asset Management, an SEC registered investment advisor located in New York. Carret Private is a renowned boutique independent asset management firm providing wealth management, principal investing and corporate advisory services to select high net worth families and individuals throughout Asia. Mr. Ho has worked in the banking industry for over 25 years, the last 15 of which in private wealth management. He is recognized as one of the forefathers of wealth management’s open-architecture model and an entrepreneur who has helped to set up two of Asia’s largest wealth management platforms - Credit Suisse and Bank Julius Baer. Prior to Carret Private, Mr. Ho was most recently with Julius Baer where he was one of the core regional executive management members to set up and establish the Asian franchise in 2006. He held various leadership positions at Julius Baer, including Deputy Global Head of Investment Solutions Group, Head of Investment Solution Group for Asia Pacific, member of the Asia Executive Board, and a member of the Bank’s Investment Committee. As Head of Investment Solutions Group Asia Pacific, he managed all of the advisory, discretionary, asset management along with its wealth planning franchises. Prior to Julius Baer, Mr. Ho was on the regional executive committee and the Head of Products for Credit Suisse Hong Kong. He began his career as an Investment Banker at Salomon Brothers where he worked for almost a decade. Previous to that, he worked as a management consultant at McKinsey & Co. Inc. Mr. Ho earned his Master’s of Business Administration degree from the University of Chicago Booth School of Business and is an active participant in the Asian business community. He sits on the Board for numerous companies, including being an active member of the Governor’s Advisory Board for the University of Chicago Booth School of Business and a member of the Church Council of Christ Church Hong Kong. Mr. Ho has a Bachelors Degree from James Madison University. In 1984, Mr. Ho was a nominated All American in High School soccer. During his senior year, he was voted first team All-Region, first team All-State, first team All-Conference and voted “Delaware High School Player of the Year”. Mr. Ho played Division 1 soccer at James Madison University. He was also a 2-time All-Conference High School tennis player.

Michael Olesnicky is a senior consultant based in Baker McKenzie's Hong Kong office. He served as the chair of the firm's Asian Tax & Wealth Management practice from 2000 to 2014, and was a member of its Global Tax Steering Committee during that period. Michael's practice focuses on Hong Kong and Asian regional tax advisory work, tax disputes and litigation, as well as wealth management and estate planning.  He is the current chair of STEP's branch in Hong Kong and of its China sub-sub-committee. He is also the chair of the Joint Liaison Committee on Taxation in Hong Kong. He was previously a lecturer in law at Hong Kong University where he remains as an honorary lecturer. Michael has more than 25 years’ experience advising on corporate tax, wealth management, trust planning and estate succession matters.

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.

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.