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Estate Planning and Wealth Transfer

How to create an effective wealth transfer strategy

William Ahern of Family Capital Conservation explains the various issues, considerations and tools involved in advisers putting in place a robust and appropriate succession plan for wealthy clients.

How can advisers tap Asia's wealth transfer potential?

As many of Asia’s first generation of high net worth individuals near the end of their lives, advising them on succession planning offers the private banking and wealth management industry an unprecedented business opportunity.

How to address the succession planning needs of Asian clients

Mark Smallwood of Deutsche Bank Private Wealth Management explains how wealth managers can provide wealth planning services to Asian clients to address their concerns and needs in this area.

Tapping Asia's wealth transfer potential

Mark Smallwood of Deutsche Bank Private Wealth Management discusses the challenges and opportunities in relation to wealth transfer in Asia, and explains what advisers can do in this area.

A toolkit for a successful wealth planning strategy

Mark Smallwood of Deutsche Bank Private Wealth Management explains some of the main tools available to relationship managers and advisers when creating a succession plan for their clients.

Techniques for advising on inter-generational wealth transfer

Ser-Keng Ang of Singapore Management University talks about some of the key issues and considerations for relationship managers when advising their clients and wider families on wealth transfer.

Being well-prepared to avoid costly divorces

Since it is generally too late to put in place trust and other asset-protection structures once a marriage has run into difficulties, couples – and their advisers – might be minded to implement responsible and legitimate arrangements for wealth preservation before or soon after marriage.

Finding a suitable trust structure for each client

Marcus Leese of Ogier explains some of the main issues and decision-making factors when choosing the most appropriate trust structure for a client, and looks at some of the pitfalls to avoid in the process.

Tackling issues over the control of trusts

Marcus Leese of Ogier looks at the growing importance of – and options for – settlor control in trust structures, and explains the implications of not planning properly.

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.

Putting in place a suitable estate plan

Brendan Harper of Friends Provident International discusses the components of an effective estate plan, and explains how individuals and their advisers can implement an appropriate strategy.

How you can get the most out of giving

Tee Fong Seng, vice chairman and head of ultra high net worth, private banking, Asia Pacific at Credit Suisse explains how you can understand and maximise opportunities in relation to philanthropy.

Using insurance as part of the estate planning process

Thomas Vonrueti of Swiss Life looks at the potential for using life insurance as another estate planning tool.

Understanding wealthy Asian families

Henry Hirzel of UBS looks at some of the specific issues for Asian families when planning for succession and the protection of the family business.

How to protect family wealth

Henry Hirzel of UBS discusses some of the effective ways for families to protect their wealth from one generation to the next, paying particular consideration to the family business.

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.

Philanthropy in Asia – creating sustainable initiatives

Christina Tung of UBS explains how wealthy families can set up and implement effective and measurable philanthropic initiatives, and outlines challenges to overcome 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 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.



 

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