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Family Investment & Citizenship Planning Asia Summit
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Family Investment & Citizenship Planning Asia Summit

Public event
Fri 15 September 2017
- Hosted by Julie
Family Investment & Citizenship Planning Asia Summit
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Fri 15 September 2017 00:00 - Sat 16 September 2017 00:00
Royal Tulip Visesa Ubud, Bali, Indonesia
bella.chan@banyawisdom.com
As a new wave of multi-millionaires and billionaires emerges in Asia, there is a growing demand for family offices and private banks to help the nouveau riches manage their investment & tax. Being held three times successfully before this time 4th Highnetworth Family Investment & Citizenship Planning Seminor come to Southeast Asia - the engine of global investment migration & real estate investment market, here we invite you to attend the following mindful meeting and develop your business!

Supported by Asia Private Wealth Community, Expat.com and Asian Private Bankers, 4th Wealthy Family Investment&Citizenship Planning 2017 Asia 2017 will take place on Sep15-16th in the beautiful 5 star resort in Bali (Royal Tulip Visesa Ubud). As the one and only private wealth event in Indonesia  80 registrants from leading private banks, family offices, trusts, lawfirms, immigration agents, wealth managers and HNWIs welcome you to attend Day One Bali style workshop as well as Day Two retreat together!

See how our event is widely received among family offices in Indonesia and Malaysia (30%), Singapore (30%), China&Hongkong (20%) and other areas in the world( 20%) and their signatures of commitment:

 1. From Family Offices:

Topic:Market Overview of Overseas Luxury RealEstate: up, down or flat? Overseas Estate Planning Strategies

David Drake, Founder, LDJ Capital from USA
Noor Quek, CEO&Founder, NQ International Family Office from Singapore

Topic: Combining both Family Wealth Holding Structures and Generational Wealth Strategies

Alvin Yap, Principal Consultant & Managing Director, AD Financial (MFO) from Malaysia

Topic:Emotional intelligence vs Intellectual smartness – the ultimate winner in today’s world

Rohit Bhuta, CEO, Cross Invest Single Family Office from Singapore

Topic: Being an active investor, not a passive allocator of capital: Sustainable investments versus philanthropy

Stefan Nilsson, Investment Director, Terrasias Capital Single Family Office from Japan

Topic:Investment Migration Opportunities and Challenges in US, Europe, Singapore and Hong Kong(Explain features of wealthy families in Indonesia,Malaysia, China and India;Explore The Donald Trump Presidency & Its Effect on EB-5;Brainstorm off shore competition: Singapore and HongKong is surpassing Switzerland)

Jor Law, Co Founder, Homeier Law

Catherine Shiang,Managing Director, Asia Capital Advisor from Hongkong

Jack Hon, Director, WideGrowth Family Office from Hongkong

Topic:Will Alternative Investment Shape Private Investment Choices in the years ahead?

Anthony Chan, CEO, Isola Capital (MFO) from Hongkong

Topic:PE-a Key Investment Theme for the Riches Family Office

Eric Chua, Executive Director, Asia Harvest Family Office from Singapore

2. From Private Banks:

Topic: Indonesia’s Tax Amnesty and its Impact on the Southeast Asia’s Private Banking Industry

Febby Aviantoi, Head of Southeast Asia,UBP from Indonesia

Topic:Common Reporting Standard – consequences for private client trust and family wealth holding structures

Shantini Ramachandra, Tax Partner, Deloitte Private Office

Topic: Risk Managent Involved in Overseas Education and Migration

David Sussman, Managing Director, EFG from Singapore

Topic:Tax&Trust Planning Strategies Facing the FATCA and CRS

Angie Han, Senior Wealth Planner, Pictet
 
Attending/sponsoring is the way of confirming your leadership within this field. Want to join in this platform? Contact us before deadline Aug 31st:Tel: 86 13524488076 or Email:bella.chan@banyawisdom.com 

Delegate Price includes: luncheon, all the speakers ppts, teabreak&drinks, evening bbq dinner-
For family offices/immigration agents: Free
For other companies:USD 699/person
Promoter:
Banyan Wisdom
Bella Chan
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Julie Team
Member since 16 February 2011
Mauritius
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