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PRESENTATIONS

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

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December 2020: Private Client Dining: Private Wealth Disputes. see www.pcd.club

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

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

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

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May 2020: STEP Postgraduate Diploma in Private Wealth: Assets 101.

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November 2019 to date: Hong Kong Trustee Association Trust Training Course

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January 2020.Taxation Institute of Hong Kong: Trust Structuring and International Tax Implications

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January 2020: Asian Family Office Association – Family Office Symposium in Hong Kong

Panel on Succession Planning

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December 2019:Private Client Dining - London Panel on Greater China

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December 2019:STEP Spotlight Event – International Client Special Interest Group seminar in London

Case study on cross border succession planning

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November 2019:Global Wealth Management Seminar in Hong Kong. Panel on Succession Planning

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October 2019: Cross Border Planning for the Private Client (Asia)

  1. Economic substance.

  2. Are trusts falling out of favour?

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July 2019:Seminar on Economic Substance organized by a trust company

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July 2019:STEP Hong Kong. Seminar on economic substance

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July 2019: International Fiscal Association – HK Branch. Seminar on economic substance

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May 2019:China Wealth seminar – Shanghai. Panel on succession planning

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May 2019:STEP Malaysia. Panel on philanthropy

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January 2019. STEP Alpine – Switzerland. Panel on trustee regulation

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