Family Investment & Citizenship Planning Asia Summit
Fairs & Conferences

Family Investment & Citizenship Planning Asia Summit

This event has already taken place.
Public event
Fri 15 September 2017
- Hosted by Julie
Family Investment & Citizenship Planning Asia Summit
Who went?
Who went?
Fri 15 September 2017 00:00 - Sat 16 September 2017 00:00
Royal Tulip Visesa Ubud, Bali, Indonesia
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, 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!

Day One Arrangement Sep 15th Friday
0830 Registration
0850 Opening Remarks
Noor Quek, Founder, NQ International Family Office
0900Topic: Indonesia’s Tax Amnesty and its Impact on the Southeast Asia’s Private Wealth Industry
Febby Aviantoi, Head of Southeast Asia,UBP
0925 Topic: Family Office Access to Alternative Investment
Anthony Chan, CEO, Isola Wealth
0950 Will Alternative Investment Shape Family InvestmentChoices in the years ahead?
Jack Hon, Director, Wide Growth Family Office
1015 Teabreaks
1030 Brainstorm: How Southeast asia Rich investing luxury Real estate investment and the market forcast: up? Flat? Or Down?

Noor Quek, Founder, NQ International Family Office
David Drake, Founder, LDJ Capital from USA
1110 Topic: Cost Efficient Way to Structure Deals
Catherine Shiang,Managing Director, Asia Capital Advisor Single Family Office
1135 Topic:Combining both Family Wealth Holding Structures and Generational Wealth Strategies
Alvin Yap, Principal Consultant & Managing Director, A.D. Financial (MFO)
1200 Luncheon
1300 Topic: Emotional intelligence vs Intellectual smartness – the ultimate winner in today’s world
Rohit Bhuta ,CEO, Cross Invest Multi Family Office
1325 US Enterprisers Roundtable Discussion: Cryptocurrency and Digital Currency
David Draker, Founder, LDJ Capital Family Office
Rich Koh, Founder, Rich Koh Single Family Office
Angel Versett,Owner of Ambrosus
1355 Topic: Investment Migration Opportunities and Challenges in US, Europe, Singapore and ANZ(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)
Moderator: Catherine Shiang Managing Director Asia Capital Advisor Single Family Office
Paul Gambles, Co-Founder, MBMG Group

Tasos Stavrou, Group Sales Operation&China and Asia General Manager,Aristo Developers 

Daniel Lim, Director for Indonesia, AIMS Immigration
Alvin Yap, Principal Consultant & Managing Director, A.D. Financial (MFO)
1430 Cyprus Your Gateway to Europe, an attractive property destination
Tasos Stavrou, Group Sales Operation&China and Asia General Manager, Aristo Developers
1455 Agents Panel: Bulding Family Legacy through residence&education planning
Mike Sky, BD Director, OverseasZone International Education Agent
Doris Dengel, Managing Director, EMM Worldwide Agent
Ratna Agustina, Owner,PT. Rami Formality Services
1555 Teabreaks&Netowrking
1610 Topic: The Cyprus Citizenship Investment and The Cyprus Permanent Residency Investment
· Panayiotis Michaelides, Area Manager Southeast Asia, Leptos Group
1635 Topic:Common Reporting Standard – consequences for private client trust and family wealth holding structures
Shantini Ramachandra, Tax Partner, Deloitte Private Office
1700 Topic:Is Trust still relevant for Asian Families and risk Facing the FATCA and CRS
Carlyle Rogers,Managing Director Stafford Trust

1725 Take a Group Picture for All Participates
1730-1830 Evening BBQ Gathering

Day Two Schedule Sep 16th Saturday

0830 Morning Yoga Stretch by a mentor

900-1600 West Bali National Park Private Tour- bring your cameras to explore vocanos, tropical animals and forest!
If you’re HNWIs have the migration/investment demand or Lawyers and Agents or Family offices or journalists you're qualified to apply complimentary delegate pass,  with last 3 left pls submit your registration before Deadline Sep 13th to:
Banyan Wisdom
Bella Chan
Who went?
Julie Team
Member since 16 February 2011
This event has already taken place.
Write a comment

Expatriate health insurance in Bali

Free advice and quotation service to choose an expat health insurance in Bali

Moving to Bali

Find tips from professionals about moving to Bali

International Wealth Management

Get advice from well-reputed and experienced international wealth managers regarding your financial affairs

Travel insurance in Bali

Enjoy stress-free travel to Bali