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Estate Planning and Wealth Transfer

Taking advantage of Asia's “bull market” for wealth planning

One of the most notable obstacles to capitalising on the growing need for wealth planning for Asia’s ever-wealthier and increasingly international families continues to be education – at both the adviser level as well as for high net worth (HNW) clients.

An evolving approach to using trusts in Asia

In line with the many regulatory, tax and general transparency-driven developments globally, there is a growing focus within Asia’s advisory community on how to make the best use of trust structures as part of the various wealth planning options available to high net worth (HNW) clients.

Finding a suitable wealth planning regime

Angelo Venardos, chief executive officer of Heritage Trust Services, looks at some of the key differences in trust regimes, and broader wealth planning options, between Singapore and Hong Kong – and what this means for the attractiveness and competitiveness of each jurisdiction.

Understanding wealthy Asian families

Christian Stewart of Family Legacy Asia explains the various issues and needs of wealthy families in the region, especially overseas Chinese families, and looks at how patriarchs should approach succession planning.

Philanthropy in Asia – emerging trends

Christina Tung of UBS looks at trends in philanthropy among wealthy Asian families – in particular how the approach is changing from one generation to the next, and how it differs from that in the West.

Taking advantage of Asia's “bull market” for wealth planning

One of the biggest strategic opportunities for the wealth management industry in the long-term lay in its ability to service the increasingly urgent and complex needs of HNW clients in relation to succession planning and inter-generational wealth transfer. But only if they can overcome the main blockage at both the client and RM levels – education.

Tackling wealth planning for families

Barbara R. Hauser of Barbara R Hauser LLC explains the various planning considerations and challenges for families when trying to ensure smooth governance and wealth transfer.

How to use and manage private trust companies

William Ahern of Family Capital Conservation looks at some of the main misconceptions around private trust companies, and explains how to overcome these.

Wealth planning trends in mainland China

Marcus Leese of Ogier looks at some of the trends and developments in estate and succession planning in mainland China, including key characteristics of the local market.

Getting the approach to wealth structuring right

In line with the many regulatory, tax and general transparency-driven developments globally, there is a growing focus within Asia’s advisory community on how to make the best use of trust and other structures as part of the various wealth planning options available to HNW clients.

A growing focus on wealth planning advice

Angelo Venardos of Heritage Trust looks at how and why wealth planning is becoming more important in Asia, and how discussions with clients are evolving.

Creating a robust family governance structure

Christian Stewart of Family Legacy Asia explains how families can put in place a solid and sustainable governance system for family-owned businesses, to ensure their smooth running and avoid conflict.

Proper wealth planning

Jonathan Hubbard, head of wealth planning at UBS Wealth Management in Asia, explains how high net worth (HNW) individuals in Asia should view and use trusts.

Managing multi-jurisdictional wealth

Barbara R. Hauser of Barbara R Hauser LLC discusses the various steps and challenges involved in helping families manage their multi-jurisdictional wealth in an effective and sustainable way.

How to use trusts for family planning

Christian Stewart of Family Legacy Asia assesses the use of trusts as part of wealth planning for families, and explains the most effective way to use this tool in this succession process.

The evolution of wealth planning in Asia

Angelo Venardos of Heritage Trust looks at some of the key trends and challenges in wealth planning in Asia today, including what he calls a jurisdictional arbitrage between Hong Kong and Singapore.

Understanding private trust companies

William Ahern of Family Capital Conservation explains the main features and characteristics of private trust companies, and looks at why they are increasingly popular in Asia.

Wealth planning - the pitfalls of not planning

Marcus Leese of Ogier looks at the main reasons why many wealthy individuals and families don’t engage in effective wealth planning, and at the dangers this poses, and also explains how to overcome this.

The importance of estate planning

Elizabeth Thomson of ICS TRUST explains why it is so important for families and individuals to have in place an estate plan, and looks at some of the problems which arise from not being prepared.

Supporting the shift towards the next generation

Nigel Rivers, managing director of TMF Group in Hong Kong, and the regional director of private clients in Asia Pacific, outlines how the increasing focus on inter-generational wealth transfer and the many considerations around planning for future generations is influencing how HNW clients today are thinking about how they manage and plan their wealth.

Taking a more proactive approach to succession planning

Bernard Fung, head of family office services and philanthropy advisory within Credit Suisse’s private banking division in Asia Pacific, talks to Hubbis about the increasing realisation and action by HNW clients – and especially family business founder-leaders – in relation to succession planning.

How to select a trustee

Elizabeth Thomson of ICS TRUST looks at the different types of trust companies and individual trustees, and explains how families and individuals can choose the right one for them.

The growing role of wealth planning in Asia

Fan Choi of Coutts discusses the drivers for the increasing focus in Asia on the need for wealth planning, and looks at some of the trends in the tools and structures being used.

How to avoid family conflict through wealth planning

Marcus Leese of Ogier explains how estate and succession planning can help families tackle potential conflict over wealth, and looks at key considerations in the process.

Offering estate planning and philanthropy in India

Shiv Gupta of RBS looks at the role of estate planning and philanthropy as part of the services offered to wealthy individuals in India.

How to be an effective adviser for wealthy families

Henry Hirzel of UBS explains some of the main skills and attributes that wealth managers need to be able to effectively advise families on wealth protection and succession planning.

The growing importance of wealth planning in Asia

Jonathan Hubbard of UBS Wealth Management explains why wealth planning is increasingly important and relevant in Asia, and the role it plays within wealth management.

The basics of pre-nuptial agreements

Rita Ku of Withers explains the main features, characteristics and content of pre-nuptial agreements, and looks at some common misconceptions.

HSBC's approach to wealth planning

Bernard Rennell, chief executive officer, North Asia, global private banking, and global head of private wealth solutions at HSBC Private Bank, explains the bank’s approach to wealth planning, and reveals what it does to build trust with its clients to get them to open up about their succession planning needs.

Understanding divorce proceedings and tactics in Hong Kong

Rita Ku of Withers explains some of the key proceedings and factors in relation to getting divorced in Hong Kong, and looks at the implications of the landmark ML v YJ case – especially in terms of divorce tactics.



 

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