Navigating Global Wealth and Succession Strategies: Residency & Citizenship Solutions for Estate Planners
In conjunction with Estate Planning Practitioners Limited's inaugural overseas forum, Labuan BFC, Bank Islam Trust Company (Labuan) Ltd and Latitude Consultancy Ltd jointly hosted an exclusive post-forum masterclass titled “Navigating Global Wealth and Succession Strategies: Residency & Citizenship Solutions for Estate Planners" on 6 September 2024 in Hong Kong.
The masterclass was designed specifically for estate planners who sought cutting-edge insights in cross-border business structuring and comprehensive wealth management strategies.
Throughout the half-day session, esteemed experts explored pivotal topics essential for crafting robust estate and succession plans in the global landscape, including cross-border solutions, asset protection structures, and legacy family planning.
Speakers/Panellists:
Moderator:
Prof. Marshall Jen, Executive Director, The Chinese University of Hong Kong, Centre for Family Business
Presentation Slides:
Navigating Global Wealth and Succession Strategies: Residency & Citizenship Solutions for Estate Planners
The masterclass was designed specifically for estate planners who sought cutting-edge insights in cross-border business structuring and comprehensive wealth management strategies.
Throughout the half-day session, esteemed experts explored pivotal topics essential for crafting robust estate and succession plans in the global landscape, including cross-border solutions, asset protection structures, and legacy family planning.
Speakers/Panellists:
- Masdayana Md Setamam, Director, Labuan Offshore Business, Bank Islam Malaysia Berhad, CEO/Principal Officer, Bank Islam Trust Ltd.
- Cindy Wong, Founder Director, Estate Planning Practitioners (HK) Limited
- Amy Zhang, TEP, Managing Director, Hawksburn Heritage
- Serene Liaw, Deputy Director, Strategic Planning and Investor Relations, Labuan IBFC Inc.
- Aleksandra Smolen, Regional Director, Hong Kong, Latitude Consultancy
Moderator:
Prof. Marshall Jen, Executive Director, The Chinese University of Hong Kong, Centre for Family Business
Presentation Slides:
Navigating Global Wealth and Succession Strategies: Residency & Citizenship Solutions for Estate Planners
