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

Eric Boes
International Tax
Amicorp Group

• Developments towards global system of Automatic Exchange of Information
• FATCA and Intergovernmental Agreements with Asian countries
• Multilateral Convention now signed by 58 countries, including China and Switzerland
• G20 in St Petersburg commitment to OECD plan of global system of Automatic Exchange
• How will the G20 system affect China, Korea and Indonesia and other Asian nations?
• How do all these developments impact HNWI's in Asia and structuring solutions?

• What is the impact of FATCA and IGAs on US persons resident in Asia, but also non-US persons? How can these issues be anticipated?
• How should fiduciary service providers give FATCA-related support to trusts and entities?
• To what extent will global tax transparency impact the private wealth market?
• How robust and transparent are existing solutions?
• Will Trust and Foundation structures survive as solution for tax-compliant tax deferral?
• What is the impact of tax transparency trends in tax haven countries on structuring solutions?
• From undeclared assets to a compliant solution, without tax reporting requirements?
• The role of private bankers in these changing times?
• What is the strategic value of having a wealth planning business? What opportunity does it represent in Asia?

Chair

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

Panel members

Khing Go
Chief Executive Officer, Asia
Schroders

Mark Smallwood
Head of Wealth Management Solutions, Asia Pacific
Deutsche Bank Private Wealth Management

Philipp Piaz
Partner
Finaport

Toine Knipping
Chief Executive Officer & Co-Founder
Amicorp Group

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

Angelo Venardos
Chief Executive Officer
Heritage Trust Group

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

• What type of wealth planning-related advice is appropriate - and compliant - for Asian clients in today's increasingly regulated world?
• What trends are there in terms of which are the preferred trust structures for Asian clients? What is driving these structuring decisions and preferences?
• Given the number of jurisdictions in which you can set up a trust structure, does it make any difference where you set one up?
• What questions do advisers need to ask Asian clients to know what is best-suited to them?
• What do you see are the 3 major legal / regulatory issues at the moment for wealth planning in Asia?
• What 3 estate planning products do you see being used over the next 5 years in Asia?
• Over the next 5 years, which 3 wealth management centres will be at the forefront and why?

Nigel Rivers
Managing Director, Hong Kong, and Regional Director of Private Clients, Asia Pacific
TMF Group

• Growth of wealth
• What is a family office?
• Why family office?
• Family office types & structure
• Typical assets managed through family offices
• Drivers for further development

Marcus Leese
Partner
Ogier

This workshop will comprise two case studies:

• An example of the use of a BVI VISTA to hold a diverse range of assets for a wealthy family for succession planning and creditor protection
• An example of the use of a Guernsey Reserved Powers Trust to acquire and hold a London property in a tax-efficient way

• What is the opportunity for wealth managers offering family office services in Asia?
• What are the ingredients for a successful family firm? E.g. Samsung, Tata, Cargill, Porsche, Hermes, Wal-Mart, etc
• What obstacles do family firms face? What can go wrong? Case studies of examples - eg. the case of the Yung Kee family in Hong Kong?
• How can wealth managers communicate the importance of establishing shared family goals and family governance?
• What is the importance of good relationships between siblings/cousin groups?
• Managing the different risk profiles between the business and the family
• What role do wealth managers play in conflict or dispute resolution?
• How can firms prepare or steward the next generation to take over from the patriarch or matriarch?
• Accepting that the next generation may not want to be involved and the dilution of the family: what are the trends in family firms hiring non-family members?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Nigel Rivers
Managing Director, Hong Kong, and Regional Director of Private Clients, Asia Pacific
TMF Group

Noor Quek
Founder / Managing Director
NQ International

Terry Alan Farris
Chief Development Officer, Development Office
Nanyang Technological University

Mandeep Nalwa
Founder, Chief Executive Officer
Taurus Wealth Advisors

• Why is there such a great need for structuring and succession planning in Asia right now?
• Do Asian clients see the value in trusts and other vehicles?
• What do advisers need to know in order to convey the potential benefits of a particular structure to a client?
• How can advisers obtain the information they need while giving clients the confidentiality they want?
• "Mis-selling" of structures - how can firms ensure advisers do not view them as "products"? Is this a compensation or revenue-related issue?
• Advantages and disadvantages of bank-owned trust companies: opportunities and implications of "cross-selling"
• Acting in the best interests of the client: how to determine which is the most appropriate option for your client (eg. trust, foundation or PTC)?
• How to determine which types are most appropriate, eg. interest-in-possession, discretionary, charitable, reserved powers, etc
• What are the common client misconceptions relating to structuring?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Alan Taylor
Managing Director
EFG Trust

Lionel Choi
Private Client Director
RBC Trust

Dr Britta Pfister
Managing Director, Head Wealth Planning, Asia Pacific
Rothschild Trust (Singapore)

David Stone
Director, Structuring and Product Development, Asia
Amicorp Group

Garry Frenklah
Co-Founder, Chief Executive Officer
Real Assets Exchange

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

• Few areas of law are innovating faster than trust law and private wealth, in Asia
• Those wealth management professionals who have grasped the opportunities private wealth provides have an advantage over their competitors
• This topic summaries how to seize these opportunities into three easy steps

Neal Armstrong
Chief Executive Officer, Singapore & Principal Officer
Standard Life

• Retirement - it's a growing global problem!
• Common pitfalls and mistakes!
• Structuring a sound retirement plan

David Chong
Founder and Chairman
Portcullis Group

• Why is wealth structuring so important for clients in Asia today?
• Jurisdiction shopping: what makes some jurisdictions more attractive than others? (In terms of tax rates, infrastructure, regulatory framework, legal system, professional services)
• What are the trends in onshore structuring? Are more clients opting for Hong Kong and Singapore trusts now that both jurisdictions have modernised their trust laws?
• What impact will the recently announced changes to Hong Kong's trust law have on firms that are active in the wealth planning space in Hong Kong?
• How are Hong Kong and Singapore competing with other financial centres as top choices for wealth structuring? What do they have to offer?
• Why would Asian clients consider setting up structures in the US or the UK? What are the advantages and disadvantages?
• Why do the BVI continue to be a top choice for HNW/ UHNWIs to set up companies?
• Which offshore locations are popular choices among Asian HNW/ UHNWIs?
• Tax & regulatory implications of cross-border structuring - what do clients need to consider?
• What are the common mistakes clients make? What are the pitfalls?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Seow Chee Goh
Executive Director of the Wealth Advisory Group
JPMorgan Private Bank

Eddie Lim
Associate Director, Head of Regulatory & Compliance
BDO

Marcus Leese
Partner
Ogier

David Chong
Founder and Chairman
Portcullis Group