Estate Planning and Wealth Succession Asia Forum 2020
Against the backdrop of Singapore under Phase 2 of Covid-19, PreceptsGroup International hosted guests and speakers at Sofitel Singapore City Centre for our Inaugural Estate Planning and Wealth Succession Forum on 26 and 27 October 2020. During the 2-day conference, 17 topics specializing on issues specializing on issues surrounding estate planning and wealth succession were shared by 41 speakers from a regional and global perspectives.
As one of the first physical events in Singapore approved by the various relevant authorities, safe management measures were in place to comply with Safe Business Events (SBE) framework and to ensure the safety and well-being of all participants, trainers and staff. The event was attended by 90 people in physical attendance and another 120 people via live streaming.
This two-day Estate Planning and Wealth Succession Asia Forum 2020 is for a professional audience and centers around issues faced by modern Asian families grappling with the multi-faceted aspects of legacy and succession planning. With billions of wealth assets expected to be transferred to the next generation in the next few decades, participants heard from our esteemed keynote speakers and engaged with industry veterans and international estate planning gurus who shared the latest trends, developments and solutions that clients need to embrace. The forum also focuses on second generation wealth succession, family offices, private trust companies, cross-border assets planning, dealing with inheritable wealth taxes, tax residences, mental incapacity and special needs planning, philanthropy and many more topics.
Hear it from our participants!
“The content and panelists invited are truly good! Never regret signing up for this EP forum. Would love to join again. The EP Forum was extremely well organised with adequate safe distancing measures arranged, and most importantly, the panel invited comprised of most of the heavyweights in the industry.”
– Sharon Cheng
“I have better understanding and practical tips on estate and succession planning, plus building philanthropy as part of the planning. I enjoyed Ms Chalire Chian’s sharing which gave me a very deep impression on an Entrepreneur leaving legacies in an open communicated way that involved the next generation according to their strengths of which I can share and better assist my client in their succession planning.”
– Veronica Yip
Speakers of the Estate Planning and Wealth Succession Forum 2020
Ms. Claire Chiang | Co-founder, Banyan Tree Hotels & Resorts
Mr. Toh Soon Huat | Executive Chairman, Novena Foundation Pte Ltd; Sian Chay Medical Institution (full time volunteering)
Mr. Lee Chiwi | CEO, PreceptsGroup International
Mr. Mark Smallwood | Trust and Estate Practitioner (TEP), Owner, Rapier Consulting Ltd
Mr. Josh Maxwell (Americas) | Partner, Hone Maxwell LLP
Mr. Gurdeep Singh (Middle East) | Group Tax Consultant, Sovereign Wealth Company with 200 subsidiaries worldwide, GCC Government
Mr. Peter Wyllie (New Zealand) | Director/Shareholder, Helmores Wealth Limited
Ms. Julie Teo [Moderator] | Consultant
Mr. Tan Woon Hum | Partner, Shook Lin & Bok LLP
Mr. Wong Look-Liew | Chief Investment Officer, Hammer Global Investments Pte Ltd
Mr. Johan Jooste | Managing Director, The Global CIO Office
Mr. Ku Swee Yong | CEO, International Property Advisor Pte Ltd
Mr. Kendrick Lee | Managing Partner, Raffles Family Office
Ms. Angela R Wong | Partner, James Chai & Partners
Ms. Kim Faulkner | CEO, Activiste Pte Ltd
Ms. Kee Lay Lian | Partner, Rajah & Tann Singapore LLP
Mr. Luke Lim | Executive Director, Phillip Securities Pte Ltd
Mr. Alfred Chia | Chief Executive Officer, SingCapital Pte Ltd, FPAS President
Mr. James Foo | Director and Consultant, Charles Monat Associates Pte Ltd
Ms. Lorna Tan | Head of Financial Planning Literacy, DBS Bank Ltd
En. Azhar Iskandar Hew | CEO, Rockwills Malaysia Sdn Bhd
Ms. Chee Pei Pei | Executive Director, Deloitte Tax Services Sdn Bhd, Malaysia.
Mr. Mike Grover | External Consultant, Labuan International Business and Financial Centre Inc Sdn Bhd
Mr. Ng Chee Yuan | Founder and CEO, Shenning Investments Pte Ltd
Mr. Petrus Huang | Co-Head, Investment Funds Director, Corporate & Finance, Drew & Napier
Ibu Henrietta Kristanto | Managing Partner, PB Taxand Taxand Indonesia
Mr. Alan Wong | Principal Consultant, W3 Consultancy Pte Ltd
Mr. Leong Mun Kid | Resident Manager, Precepts Trustee Ltd
Ms. Lie Chin Chin [Moderator] | Managing Director, Characterist LLC
Mr. Sammy Hui (Hong Kong) | Regional Director, FWD Life Insurance Company Ltd
Mr. Martin Crawford | Co-founder & CEO, Acclime
Mr. Geoffrey Lee (Taiwan) | Founder & Principal Attorney, Legato Law, California
Ms. Esther Fung [Moderator] | HOD, Private Clients, PreceptsGroup International
Mr. Geoffrey Lee | US Attorney Founder & Principal Attorney, Legato Law, California
Mr. Michael Liu | Managing Director, CIL Group Ltd Trust and Estate Practitioner (TEP), Board Director of AOA (Asia Offshore Association), Rep of Northwest Trustee in Asia, Founder of Threshing Floor
Mr. James Zhang Jun | CEO and Founder, Beijing Financial Alliance Technology (BFAT)
Ms. Kimmis Pun | Board of Director, Financial Planning Standard Board USA
Mr. Chong Yue-En | Managing Director, Bethel Chambers LLC
Ms. Jane Binks | Senior Director, Development, Yale-NUS College
Dr. Titus Yu | Chairman and CEO, Wizard Financial Group Ltd
Mr. Robert Kee | Executive Chairman, Operation Hope Foundation
This article was first published on our newsletter, The Custodian Issue 16 on February, 2021. Click here to access our latest newsletter.
