Singapore - the ‘go-to’ centre for Asian UHNW families

Marilyn focuses on business development with Trident Trust’s network of Wealth Planners, Private Bankers, Lawyers, Accountants, Family Offices, and other professional intermediaries. She has nearly 10 years of experience in providing trust, corporate and fund structuring solutions to meet the needs of asset managers, family offices and high net worth clients. She has worked with numerous fund managers and family offices to establish their fund structures and has also extensive knowledge of the North Asian and Indonesian markets for private client solutions, establishing a broad range of structures from basic estate and legacy planning to complex trust structures for family business governance. Marilyn graduated with double honours in Business Management and Accountancy and is fluent in spoken and written Mandarin.

Dominic Volek is Group Head of Private Clients at Henley & Partners and a member of the Executive Committee. Originally from South Africa, he now spends his time between London, Dubai, and Singapore as a private client specialist in residence and citizenship planning and provides advice to ultra-high-net-worth individuals and their families across the globe. His work targets countries that are deemed most attractive to wealthy individuals in terms of mobility, security, privacy, personal tax, estate planning, and lifestyle. He is also a member of the firm’s Government Advisory practice, providing strategic advice to governments on the design, implementation, and promotion of successful investment migration programs. Dominic is a certified Chartered Accountant CA (SA), holding both a Bachelor of Commerce in Accounting with Honors and Bachelor of Arts in Corporate Communication. Prior to joining Henley & Partners, Dominic had a successful career as part of the Senior Management team in one of the big four accounting and advisory firms in Singapore, South Africa, and the USA. Dominic is frequently sought after as a speaker and thought leader on residence and citizenship planning, and he regularly provides commentary on the Henley Passport Index. He has been interviewed by top-tier media such as BBC, Quartz, and Bloomberg.

Edmund is a senior partner heading up the firm’s Tax practice with three decades of experience in advising multinational organisations on cross-border tax planning, transfer pricing and tax disputes. He also advises on international trade issues such as customs, WTO and free-trade agreements. Edmund also leads the firm’s Trust, Estates and Wealth Preservation practice and advises high net worth individuals, private banks and trust companies in personal tax, as well as in trust and estate planning matters. Edmund was invited by the government to serve as a Judicial Commissioner at the Supreme Court and served from 2013 to 2016. On stepping down, he was appointed Senior Counsel in 2017, making him the first and only Tax and Trust lawyer to be given this accolade nationwide. Prior to his appointment to the Singapore judiciary in 2013, Edmund was named a Tier 1 lawyer by The Legal 500 Asia Pacific for Tax in 2012. His views on tax and wealth management were widely sought and publicised in the media, such as Bloomberg, BBC, Channel NewsAsia, Reuters, The Financial Times and The Straits Times. He was also a founding partner of a Singapore law firm that was associated with an international law firm, where he headed up the Tax and Wealth Management practices in Singapore. Edmund is a former President and an honorary member of the Singapore Trustees Association (STA).

Vincent Magnenat, Limited Partner, is Chief Executive Officer of Lombard Odier in Asia. Vincent has spearheaded the growth and expansion of Lombard Odier’s private banking business since joining the firm in 2012, contributing heavily to raising its visibility and overseeing solid growth in assets under management. He was invited to be a Limited Partner of the Group in February 2018. He has also been a key architect of the firm’s strategy to serve clients directly from three offices in Asia and partner with some of the region’s major financial institutions to support their goals of becoming private banking leaders in their markets while leveraging over 200 years of international wealth management expertise of Lombard Odier. Prior to joining Lombard Odier, Vincent spent close to nine years at Société Générale, one of the largest European banks. His last position was as Regional Head of Sales and Marketing for Private Banking in Asia, overseeing business development efforts across the region. Vincent began his career in international private banking at Credit Suisse in Switzerland and relocated in 2002 to Singapore. He has worked and lived in Hong Kong and Singapore for 19 years.

Tan Woon Hum is partner with a major Singapore law firm Shook Lin & Bok. He has more than 23 years of experience as a professional lawyer. He heads the Trust, Asset & Wealth Management practice and is widely regarded as one of the rare market leaders specialising in investment funds, REITs, trusts and private wealth. He advises numerous fund managers, wealth managers and EAMs, setting up Singapore and Cayman funds, getting CMS licences, RFMC & VCFMC approvals, setting up family offices and private trusts, including Section 13X structures. He holds a law degree as well as a MBA (Finance). He has been a sought after speaker and speaks regularly at public conferences and seminars for more than 17 years in Singapore, Hong Kong, Vietnam and Malaysia and also conducts professional training courses (including Euromoney, Courses & Seminars & Henley Business School hedge funds programmes). Woon Hum has been recognised as a leading funds lawyer by Chambers Asia-Pacific 2012 to 2019, The Legal 500 Asia Pacific 2017 to 2019, and Best Lawyers Singapore 2013 to 2020. He is also recommended for his expertise in real estate in The Legal 500 Asia Pacific 2014, 2015, 2017 to 2019, and in private wealth in the 2019 edition. Woon Hum is also cited as a notable practitioner in IFLR1000 2018 and 2019.

Woon Shiu has over 20 years of expertise in marketing, client development and professional training in family office structuring, trusts, high-net-worth life insurance and estate planning in Asia Pacific (especially China, Taiwan, Hong Kong and Southeast Asia). Over the years, Woon Shiu has handled multiple landmark transactions, advising ultra-high net-worth individuals and founding members of banking conglomerates on matters relating to taxes, multi-generational endowment funds, planning of global assets, and much more. Woon Shiu is also an adjunct professor at the Wealth Management Institute (in Nanyang Technological University) and regularly lectures private bankers, lawyers and trust practitioners on wealth structuring and estate succession. He has also spoken as a guest lecturer at universities in China, and his views on family businesses are regularly featured in the Financial Times, Barron’s Asia, Singapore Business Times, China Daily and other renowned publications. Woon Shiu has advised numerous ultra-high net-worth families across Asia Pacific in the areas of strategic structuring of their estate and succession planning. He commonly engages multi-generation families, giving them advice on successfully establishing and implementing their desired family governance and philanthropic strategies. He holds a STEP certification and is a Solicitor in England and Wales, as well as an Advocate and Solicitor in Singapore. Woon Shiu is fluent in English and Mandarin – often lecturing in both languages – and is also conversant in Cantonese, Hokkien and Hainanese.

John Shoemaker is Senior Counsel with Butler Snow in their Singapore office. John has more than 30 years’ experience in tax, legal & regulatory compliance, and is a common law lawyer with educational emphasis on taxation, trusts & estate planning. He also has extensive experience in ensuring multi-jurisdictional compliance for fiduciary product offerings (working with multijurisdictional outside counsel & adapting products for sale in relevant jurisdictions), including product management skills to direct complex products from concept to fully operational status.

Woon Shiu has over 20 years of expertise in marketing, client development and professional training in family office structuring, trusts, high-net-worth life insurance and estate planning in Asia Pacific (especially China, Taiwan, Hong Kong and Southeast Asia). Over the years, Woon Shiu has handled multiple landmark transactions, advising ultra-high net-worth individuals and founding members of banking conglomerates on matters relating to taxes, multi-generational endowment funds, planning of global assets, and much more. Woon Shiu is also an adjunct professor at the Wealth Management Institute (in Nanyang Technological University) and regularly lectures private bankers, lawyers and trust practitioners on wealth structuring and estate succession. He has also spoken as a guest lecturer at universities in China, and his views on family businesses are regularly featured in the Financial Times, Barron’s Asia, Singapore Business Times, China Daily and other renowned publications. Woon Shiu has advised numerous ultra-high net-worth families across Asia Pacific in the areas of strategic structuring of their estate and succession planning. He commonly engages multi-generation families, giving them advice on successfully establishing and implementing their desired family governance and philanthropic strategies. He holds a STEP certification and is a Solicitor in England and Wales, as well as an Advocate and Solicitor in Singapore. Woon Shiu is fluent in English and Mandarin – often lecturing in both languages – and is also conversant in Cantonese, Hokkien and Hainanese.

Edmund is a senior partner heading up the firm’s Tax practice with three decades of experience in advising multinational organisations on cross-border tax planning, transfer pricing and tax disputes. He also advises on international trade issues such as customs, WTO and free-trade agreements. Edmund also leads the firm’s Trust, Estates and Wealth Preservation practice and advises high net worth individuals, private banks and trust companies in personal tax, as well as in trust and estate planning matters. Edmund was invited by the government to serve as a Judicial Commissioner at the Supreme Court and served from 2013 to 2016. On stepping down, he was appointed Senior Counsel in 2017, making him the first and only Tax and Trust lawyer to be given this accolade nationwide. Prior to his appointment to the Singapore judiciary in 2013, Edmund was named a Tier 1 lawyer by The Legal 500 Asia Pacific for Tax in 2012. His views on tax and wealth management were widely sought and publicised in the media, such as Bloomberg, BBC, Channel NewsAsia, Reuters, The Financial Times and The Straits Times. He was also a founding partner of a Singapore law firm that was associated with an international law firm, where he headed up the Tax and Wealth Management practices in Singapore. Edmund is a former President and an honorary member of the Singapore Trustees Association (STA).

Vincent Magnenat, Limited Partner, is Chief Executive Officer of Lombard Odier in Asia. Vincent has spearheaded the growth and expansion of Lombard Odier’s private banking business since joining the firm in 2012, contributing heavily to raising its visibility and overseeing solid growth in assets under management. He was invited to be a Limited Partner of the Group in February 2018. He has also been a key architect of the firm’s strategy to serve clients directly from three offices in Asia and partner with some of the region’s major financial institutions to support their goals of becoming private banking leaders in their markets while leveraging over 200 years of international wealth management expertise of Lombard Odier. Prior to joining Lombard Odier, Vincent spent close to nine years at Société Générale, one of the largest European banks. His last position was as Regional Head of Sales and Marketing for Private Banking in Asia, overseeing business development efforts across the region. Vincent began his career in international private banking at Credit Suisse in Switzerland and relocated in 2002 to Singapore. He has worked and lived in Hong Kong and Singapore for 19 years.

Tan Woon Hum is partner with a major Singapore law firm Shook Lin & Bok. He has more than 23 years of experience as a professional lawyer. He heads the Trust, Asset & Wealth Management practice and is widely regarded as one of the rare market leaders specialising in investment funds, REITs, trusts and private wealth. He advises numerous fund managers, wealth managers and EAMs, setting up Singapore and Cayman funds, getting CMS licences, RFMC & VCFMC approvals, setting up family offices and private trusts, including Section 13X structures. He holds a law degree as well as a MBA (Finance). He has been a sought after speaker and speaks regularly at public conferences and seminars for more than 17 years in Singapore, Hong Kong, Vietnam and Malaysia and also conducts professional training courses (including Euromoney, Courses & Seminars & Henley Business School hedge funds programmes). Woon Hum has been recognised as a leading funds lawyer by Chambers Asia-Pacific 2012 to 2019, The Legal 500 Asia Pacific 2017 to 2019, and Best Lawyers Singapore 2013 to 2020. He is also recommended for his expertise in real estate in The Legal 500 Asia Pacific 2014, 2015, 2017 to 2019, and in private wealth in the 2019 edition. Woon Hum is also cited as a notable practitioner in IFLR1000 2018 and 2019.

Marilyn focuses on business development with Trident Trust’s network of Wealth Planners, Private Bankers, Lawyers, Accountants, Family Offices, and other professional intermediaries. She has nearly 10 years of experience in providing trust, corporate and fund structuring solutions to meet the needs of asset managers, family offices and high net worth clients. She has worked with numerous fund managers and family offices to establish their fund structures and has also extensive knowledge of the North Asian and Indonesian markets for private client solutions, establishing a broad range of structures from basic estate and legacy planning to complex trust structures for family business governance. Marilyn graduated with double honours in Business Management and Accountancy and is fluent in spoken and written Mandarin.

Michael has an extensive background in financial services in Asia, Europe and North America. He has been in Asia-Pacific since 1995 – first in Hong Kong for six years, then in Sydney and Singapore, returning to Hong Kong in 2007. Before setting up Hubbis in early 2009, Michael founded Pacific Prospect in 2002 and sold it to global business-to-business publisher Incisive Media in 2006, continuing to serve as Chief Executive Officer until October 2008. Prior to Pacific Prospect, Michael worked for nine years in financial markets publishing. He joined Euromoney Publications in 1993 as the publisher of a quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now Thomson Reuters) to conceive and launch Finance Asia magazine. While he was Managing Director of Finance Asia, Michael also started the Asian Debt Review, Asian Private Capital Magazine and started the Finance Asia Conference Business. In 1997, Michael founded FIA Limited. Born in North Wales, Michael was head boy of St David’s College Llandudno. He has a degree in Business Administration from Cardiff University. And is married with three children - Reanna, Garett and Tarryn.