Peter Golovsky
Managing Director, Global Head of Private Clients
Amicorp Group

Eric Boes
Global Head of FATCA Solutions
Amicorp Group

• Global tax transparency
• FATCA is just the beginning
• Trends to Automatic Exchange of Information (AEOI)
• G20 and OECD - introducing the new Global AEOI Standard
• Comparison of FATCA with Common Reporting Standards
• Introduction of the new Global AEOI Standard in Asia
• Impact on Trust and Personal Investment Companies
• Implications for wealth planners, trustees and clients
• Wealth planning in a new era of regulation and compliance

• What opportunities does the wealth in Asia present to firms offering wealth planning and structuring services?
• How has the opportunity evolved in recent years?
• What trends are you seeing in the types of clients engaging in structuring? Are Asian clients opening up to the concept of transitioning their wealth to the next generation?
• What types of structures do different types of clients want? What are the trends?
• Which markets and client segments represents the biggest opportunity? And how are you positioning the offering to access these?
• How is the ever-transparent regulatory environment impacting the potential for wealth planning and your approach to it?
• What influence is this environment having on the types of structures and solutions which are most appropriate?

Panel members

Juerg Steffen
Managing Partner, Singapore
Henley & Partners

Mykolas Rambus
Chief Executive Officer
Wealth-X

Michelle Lau
Senior Director, Head of Wealth Planning, Private Wealth Solutions
HSBC Trustee

Dawn Quek
Principal
Baker & McKenzie. Wong & Leow

Eric Boes
Global Head of FATCA Solutions
Amicorp Group

Nigel Rivers
Global Head of Private Clients
TMF Group

The main wealth generator is the family business. We are in a time of inter-generational transition. Yet Asia has a history of unsuccessful transition ("riches to rags").

• What are the issues?
• What are the solutions?

John Hodgson
Group Legal Director
The Sovereign Group

• What are Asian clients looking for?
• Threats to family wealth preservation
• Possible solutions

Juerg Steffen
Managing Partner, Singapore
Henley & Partners

• Reasons why families relocate
• Reasons for an alternative citizenship
• Current developments

Markus Grossmann
Managing Director
Trident Trust

• Typical structures
• Trends
• Case studies

Robin Amacher
Head of Business Development
Swiss Life (Singapore)

• Drivers of demand for high net worth life insurance policies
• Complementarity of Universal Life and Variable Universal Life policies
• The combination of life insurance with asset management services - an emerging trend in Asia?

Glenn Chee
Legal Counsel - Head of Legal and Compliance
Heritage Trust Group

A "live" Q&A on stage - to cover:

• In dealing with regulatory and compliance issues today - why are wealth managers finding it so difficult dealing with offshore companies?
• How are some of these challenges going to develop?
• Regulation of corporate service providers
• What are the implications for the new EOI regime?

• What impact are the tougher regulatory and tax frameworks globally having on what structures and solutions are appropriate?
• How have these developments and obligations now on wealth management firms affected client on-boarding?
• What are some of the main strategic solutions - such as outsourcing of fiduciary services?
• In dealing with regulatory and compliance issues today - why are wealth managers finding it so difficult dealing with offshore companies?
• How are some of these challenges going to develop?
• What are the implications for the new EOI regime?

Panel members

Shanker Iyer
Founder & Chairman
The Iyer Practice

Markus Grossmann
Managing Director
Trident Trust

Peter Brigham
Managing Partner
Rosemont

Peter Golovsky
Managing Director, Global Head of Private Clients
Amicorp Group

• What are the issues HNW / UHNW individuals & families should consider with regard to legacy, estate & succession planning, and tax planning?
• What are the main misconceptions families have?
• What processes must be in place in order to ensure smooth transition of the wealth to the next generation?
• What things should international families be aware of in terms of estate and succession planning? E.g. inheritance tax implications.
• What can individuals do to protect their assets from creditors?
• Why might a HNW / UHNW individual or family consider using a trust?
• Why might a HNW / UHNW individual or family consider using an offshore company?

Panel Members

Britta Pfister
Managing Director, Head Wealth Planning Asia Pacific
Rothschild Trust

Robin Amacher
Head of Business Development
Swiss Life (Singapore)

Lee Wong
Head of Wealth Planning
Coutts

John Hodgson
Group Legal Director
The Sovereign Group

Joseph McBurney
General Manager, Head of Trust
Heritage Trust Group

Connie Leung
Head of Private Clients - North Asia
Amicorp Group

Marcus Hinkley
Group Partner, Private Client, Singapore Office
Collas Crill

• A review of the current state of the market
• What is working and what is not working
• Current trends
• The critical success factors for marketing wealth planning

Datin Isharidah Ishak
Senior Partner, First Fiduciary (Labuan) / Specialist Advisor, Labuan IBFC Inc.
First Fiduciary (Labuan)

Offshore financial centres provide HNWIs and UHNWIs with access to products and services that they may have limited access to in their own jurisdictions with respect to their asset holdings. They place big portions of their wealth in such asset holding structures. What influences their choice of jurisdiction?

• Assets and how they may be held
• General comparisons between some succession planning structures onshore and offshore
• With the heightened need for transparency and high regulatory standards, which is the more flexible investment environment
• Labuan as a midshore jurisdiction
• The Labuan Foundation in brief

• What are the advantages of family offices?
• How should clients determine whether a SFO or a MFO is right for them?
• What are the advantages of bank-owned family office units vs independents?
• What's required to set up a family office?
• How should clients make the best use of a family office?
• What are the misconceptions and pitfalls of having a family office?
• What sort of governance framework is required? Why is this important?
• What infrastructure and frameworks are necessary for risk management purposes?

Panel members

Mark Smallwood
Managing Director, Head of Franchise Development and Strategic Initiatives, APAC
Deutsche Asset & Wealth Management

Carol Seah
Founder and Chief Executive Officer
WYNNES Family Office

Nigel Rivers
Global Head of Private Clients
TMF Group

• When and why should clients think about engaging service providers?
• What due diligence should clients perform before selecting a service provider?
• What things should clients bear in mind when working with service providers, in order to maintain good relationships?
• How can clients be sure they are getting value for money?
• What's front of mind with bankers and advisers?
• How are costs and heightened compliance issues being handled? Is what they are doing relevant to their particular circumstances or is it herd instinct?

Panel members

Yash Mishra
Managing Director, Head, Private Clients
Taurus Wealth

Noor Quek
Founder / Managing Director
NQ International

Pathik Gupta
Director, Head of Wealth Management, Asia-Pacific
McLagan Partners

• What are some of the main trends in relation to philanthropy in Asia?
• Why is philanthropy important to wealth planning goals?
• What are the component parts of an effective strategy around philanthropy?
• How can clients get the most out of their philanthropic initiatives?
• Legacy planning - issues and considerations

Panel members

Susan Sy
Executive Director, Philanthropy and Values-Based Investing, South Asia
UBS

Britta Pfister
Managing Director, Head Wealth Planning Asia Pacific
Rothschild Trust

Marcus Hinkley
Group Partner, Private Client, Singapore Office
Collas Crill

Lee Wong
Head of Wealth Planning
Coutts