8.40am
Registration

 

9.00am
Welcome address

 

Peter Golovsky
Managing Director, Global Head of Institutional Sales 
Amicorp 

 

9.10am
Keynote Presentation
Time is running out – are we ready for the ‘CRS typhoon’ in Asia? 

 

Eric Boes
Global Head of FATCA & CRS Services and Solutions
Amicorp Group

 

•    Anticipating the wave of CRS, exposures, implications and preparation
•    What and who will be reported under CRS?
•    Compliance obligations by banks, funds, service providers
•    Regulatory issues on CRS and tax compliance of HNWIs
•    Implications for HNWIs
•    Benefiting from VDP / Amnesty regimes
•    CRS and VDP post structuring

 

9.25am

Panel discussion

Anticipating the latest developments to optimise the family wealth opportunity in Asia

 

•    How have you structured your organisation to meet the needs of family businesses in Asia?
•    Where does most of the revenue come from in this space? Is this likely to change?
•    Will CRS, transparency and regulatory requirements result in increasing compliance and costs, and a huge change in client portfolios and AUM?
•    How do you anticipate the wave of CRS and transparency, along with their implications and exposures, with regard to family wealth?
•    How do you segment and target business-owning families?
•    What services and products do you need to offer?
•    How can you work together with third parties and partners for client and mutual benefit?
•    What is the right approach to winning business from the next generation?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Yai Sukonthabhund
Chief Executive Officer
Crossbridge Capital

 

Patricia Thomas
Chief Executive Officer, Asia
IRM Family Office

 

Eric Boes
Global Head of FATCA & CRS Services and Solutions
Amicorp Group

 

Ntoudi Mouyelo
Director, Business Development
Amicorp Group

 

10.05am

Panel discussion

Family businesses in Asia - values, vision and shared purpose

 

•    What do UHNW families in Asia need – and how is this changing?
•    Who should be making the family and business decisions? Who fills the leadership, governance and ownership roles?
•    What shared values should drive family behaviour?
•    How do you deal with conflicts between the family and business values?
•    What’s your role in all of this? How can you help set the family agenda – and keep the family together?

•    How do you make relationships sticky across generations? What are the touch points you must have? 

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Annie Koh

Vice President, Office of Business Development, Professor of Finance (Practice)

Singapore Management University

 

Woon Shiu Lee
Managing Director, Head of Wealth Planning (Trust and Insurance)
Bank of Singapore

 

Helene Li
Managing Director, Head of Strategic Planning, Brand & Communications, Asia Pacific
BNP Paribas Wealth Management

 

Dr Daniel Brunner
Executive Director & Senior Relationship Manager
TriLake Partners

 

Hans Diederen
Head - Family Office Services
Heritage Trust Group

 

Steven Seow
Head of Wealth Management, Asia
Mercer

 

10.55am

Refreshments & networking

 

11.25am
Presentation

Is my family structure in the right jurisdiction to meet my objectives?

 

Sean Coughlan
Managing Director, Singapore
Trident Trust

 

•    All offshore jurisdictions now offer the same services but are they the same underneath?
•    What are Asian families really concerned about and which jurisdictions are best placed to ease those concerns?

 

11.40am

Presentation

The client compliance experience in Asia

 

Peter Brigham
Managing Director
Rosemont

 

•    The reality of setting up a bank account in Hong Kong or Singapore 
•    The Catch 22 of doing business in Hong Kong
•    Hong Kong’s reaction to competition from Singapore

 

11.55am

Presentation

How to prevent Asian business families falling prey to common succession planning problems?

 

Hans Diederen
Head - Family Office Services
Heritage Trust Group

 

•    The family business as a system
•    Why family businesses fail to do succession planning?
•    Values, vision and shared purpose
•    The importance of both family and business governance
•    The benefits of timely preparation
•    How to best approach succession planning?

 

12.10pm
Presentation

HNWI and UHNWI clients - how a Variable Life Insurance can address their needs

 

Steve Hickman 
Chief Executive Officer
Swiss Life

 

•    Diversification/choice in insurance solutions for HNW clients 
•    VUL value proposition to HNW clients and private banks
•    Understanding why some HNW clients have avoided life insurance as a planning solution
•    What does VUL bring to the market that currently is not available

 

12.25pm

Panel discussion

Succession planning - transitioning from one generation to the next

 

•    How should clients let go properly?
•    How do you deal with inter-generational conflict?
•    How do you help business owners manage the transition process better?
•    What are the right structures to help business owners pass on and/or sell their businesses?
•    How do you steer family wealth with a trans-generational vision?
•    How can you embed the diverse needs of all family members to create a sustainable platform for future generations?
•    Is the next generation prepared? How can you groom them, develop new talent and bring them into the business?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Wai Soon Lum
Executive Director, Strategic Wealth Advisory Team
Goldman Sachs

 

Carol Seah
Founder and Chief Executive Officer
WYNNES Financial Advisers

 

Dawn Quek 
Principal in Tax and Wealth Management Practice
Baker & McKenzie 

 

Jennifer Jern
Founder & Chief Executive Officer
Infinity Partners

 

Dicky Fong
Head of Institutional Sales - North Asia
Amicorp Group

 

1.10pm
Lunch

 

1.55pm
Panel discussion
How can client advisers upgrade skills and give clients the right advice?

 

•    What skill-set, knowledge base and mind-set do bankers and advisers need to be successful in advising UHNW families?
•    What’s your role in educating these clients?
•    How can you have a proper needs-based conversation with the different members of wealthy families? What’s the process?
•    What’s the broader relationship you should strive for with these clients – especially the next generation?
•    What behaviours build trust with these clients?
•    How is your role likely to evolve or change going forward? 
•    What’s the role of the family office?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Lee Wong
Managing Director, Head of Wealth Planning, South Asia
UBP

 

David Sussman
Managing Director
EFG Wealth Solutions

 

Hrishikesh Unni
Executive Director
Taurus Family Office

 

Philipp Piaz
Partner
Finaport

 

Steve Knabl
Managing Partner
Swiss Asia

 

Joseph McBurney
Director, Client Services
Asiaciti Trust

 

2.40pm
Presentation

Trends in residence and citizenship planning for wealthy Asian families 

 

Alexis Tan
Senior Manager
Henley & Partners Singapore

 

•    Why do families relocate?
•    What should HNW families consider when carrying out residence and citizenship planning?
•    Current developments in residence and citizenship programmes

 

2.50pm
Presentation

 

Establishing inbound family offices in Singapore

 

Sunil Iyer
Director
Iyer Practice Advisers

 

The presentation will take a look at some common considerations, including:

 

•    Structures used
•    Tax & regulation considerations
•    Other considerations (eg. immigration)

 

3.00pm

Refreshments & networking

 

3.30pm
Case studies 
What does the right advice for UHNW families in Asia look like?

 

Woon Shiu Lee
Managing Director, Head of Wealth Planning (Trust and Insurance)
Bank of Singapore

 

Ted Low
Partner
GAO Capital

 

Lee Wong
Managing Director, Head of Wealth Planning, South Asia
UBP

 

Panel speakers will discuss various real-life scenarios to provide practical guidance on these topics – 

 

•    Planning for succession of family business assets
•    Philanthropy & charitable giving
•    Liquidity planning for UHNW families

 

4.15pm
Case studies
Structures to help address today’s challenging regulatory and tax environment

 

Sean Coughlan
Managing Director, Singapore
Trident Trust

 

Tobias Tirtaatmadja
Head of Business Development, Indonesia
Amicorp Group

 

Kevin Lee
Partner
Zhong Lun Law Firm

 

Lefan Gong
Partner
Zhong Lun Law Firm

 

Panel speakers will discuss various real-life scenarios to provide practical guidance on these topics – 

 

•    Private Placement Life Insurance (PPLI) and Variable Universal Life (VUL) as alternatives to Trusts and Special Purpose Vehicles – as they offer easier compliance with CRS, potentially lower costs and taxation advantages in many jurisdictions
•    Using Singapore companies to meet wealth structuring needs
•    Workable structures in a CRS world

•    Structures for Indonesian families – especially in light of the Tax Amnesty programme

•    Setting up offshore trusts for PRC clients and related cross-border structuring

 

5.00pm
Forum ends

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