PRESENTATIONS
December 2020: STEP Special Interest Group: One Pandemic; many responses
December 2020: Private Client Dining: Private Wealth Disputes. see www.pcd.club
October 2020: Private Client Dining. Succession Planning in HK and SE Asia. see www.pcd.club
July 2020: Private Client Dining. Wealth Planning Using Cayman Islands Structures. see www.pcd.club
July 2020: Private Client Dining: Succession Planning in the PRC. see www.pcd.club
May 2020: STEP Postgraduate Diploma in Private Wealth: Assets 101.
November 2019 to date: Hong Kong Trustee Association Trust Training Course
January 2020.Taxation Institute of Hong Kong: Trust Structuring and International Tax Implications
January 2020: Asian Family Office Association – Family Office Symposium in Hong Kong
Panel on Succession Planning
December 2019:Private Client Dining - London Panel on Greater China
December 2019:STEP Spotlight Event – International Client Special Interest Group seminar in London
Case study on cross border succession planning
November 2019:Global Wealth Management Seminar in Hong Kong. Panel on Succession Planning
October 2019: Cross Border Planning for the Private Client (Asia)
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Economic substance.
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Are trusts falling out of favour?
July 2019:Seminar on Economic Substance organized by a trust company
July 2019:STEP Hong Kong. Seminar on economic substance
July 2019: International Fiscal Association – HK Branch. Seminar on economic substance
May 2019:China Wealth seminar – Shanghai. Panel on succession planning
May 2019:STEP Malaysia. Panel on philanthropy
January 2019. STEP Alpine – Switzerland. Panel on trustee regulation