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December 2020: STEP Special Interest Group: One Pandemic; many responses

December 2020: Private Client Dining: Private Wealth Disputes. see

October 2020: Private Client Dining. Succession Planning in HK and SE Asia. see

July 2020: Private Client Dining. Wealth Planning Using Cayman Islands Structures. see

July 2020: Private Client Dining: Succession Planning in the PRC. see

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)

  1. Economic substance.

  2. 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


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