Wealthy Chinese Families and the Future of Wealth, Estate & Legacy 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.

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.

Christina Wong is a CEO at Private Client Services by Mercer Limited. With over 20 years of experience in the insurance and banking industry specializing in multi - channel insurance sales, distribution, products, strategic planning and project execution, Christina’s drive and dedication will fuel PCS’ global growth ambition. Christina joins PCS from HSBC where she was Head of Third Party and Private Banking Distribution at HSBC Life. She was instrumental in the growth of its high net worth client segment and achieving wealth model synergies across the HSBC Group. She also held similar roles at Transamerica Life Bermuda, MetLife and Zurich International Life. Christina holds a Bachelor of Arts degree from The University of British Columbia (UBC), Canada. She is fluent in English, Cantonese and Mandarin.

Fred Wong has been with Quilter International since 2014 as Head of High Net Worth Solutions, Asia. He has been working with many industry practitioners such as institutional brokers, wealth planners/ relationship managers, external asset managers, family offices, corporate services providers and trustees in Asia. He technically supports them to explore and deliver effective insurance solutions on succession planning and tax planning to high net worth clients. With almost 20 years of practical experience in banking, financial advisory and offshore insurance industries, Fred witnesses the increasing complexity of clients’ financial situation and wealth distribution. He strongly believes that one-size-fits-all strategy may no longer be sufficient to address the needs of the high net worth clients nowadays. “Our overarching purpose is to help create prosperity for the generations of today and tomorrow”, he says. www.linkedin.com/in/fred-wong-a40375113

Amy ZHANG has over 15 years of working experience in wealth management and wealth planning in London, Hong Kong and Singapore. She has helped many prestigious families on the their wealth succession planning and also many Chinese prominent business owners on their cross-border asset planning. She started off her career in private banking and later turn into wealth planning. She has in-depth experience on trust structuring including pre-IPO trust, Reserved Powers Trust, Foreign Grantor Trust, Granny Trust, Employee Benefit Trust , Insurance Trust and Asset Protection Trust. She is familiar with most of the trust jurisdiction including HK, Singapore, BVI, Jersey and the Bahamas. Amy graduated from King’s College London and later obtained Masters in Law LLM, and a full member (TEP) of STEP (the Society of Trust and Estate Practitioner). She is fluent in Mandarin, Cantonese and English both in speaking and writing.

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).

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.

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.

Christina Wong is a CEO at Private Client Services by Mercer Limited. With over 20 years of experience in the insurance and banking industry specializing in multi - channel insurance sales, distribution, products, strategic planning and project execution, Christina’s drive and dedication will fuel PCS’ global growth ambition. Christina joins PCS from HSBC where she was Head of Third Party and Private Banking Distribution at HSBC Life. She was instrumental in the growth of its high net worth client segment and achieving wealth model synergies across the HSBC Group. She also held similar roles at Transamerica Life Bermuda, MetLife and Zurich International Life. Christina holds a Bachelor of Arts degree from The University of British Columbia (UBC), Canada. She is fluent in English, Cantonese and Mandarin.

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).

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.