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The Singapore Family Office Workshop (23 May 2019)
Thursday 23 May 2019, 13:00 - 17:00

 SILE

About this Workshop

This half-day workshop will deal with the following topics:

  1. INTRODUCTION
    - What exactly is a family office?
    - Typical categories of family offices
    - When is it time for a family to consider setting up a family office?
    - How do family values, businesses, structures, members interact with the family office?
  2. “WHY SINGAPORE?”
    - The Singapore framework for family offices
    - Overview of the various tax and other incentives to attract families to set up family offices in Singapore
    - Broad comparison of the family office regime in Singapore and Hong Kong
  3. CASE STUDY
    A foreign UHNW family is looking to set up a family office in Singapore. Our panellists examine the broad considerations, as well as share their insights and experience on the practical steps.

Seminar Programme

1.00 – 1.30pm

Registrations & Standing Buffet Lunch

 

1.30 – 1.45pm

Opening Remarks & Introduction
Ms Chan Ee Lin – Director, Tax & Legal, Family Enterprise Consulting, Deloitte Private

 

1.45 – 2:45pm

Why Singapore?
Speakers:

  • Speaker from Family Businesses, International Organisations Programme Office, Singapore Economic Development Board
  • Speaker from Monetary Authority of Singapore, Financial Sector Development Department
  • Mr Anuj Kagalwala – Partner, Asset & Wealth Management Tax Leader, PwC Singapore
  • Mr John Wong – Tax Partner and China & Hong Kong Leader in Private Client Services, PwC

Moderator:
Ms Valerie Wu – Chair, STEP Singapore; Partner, Head of Tax & Trust Asia, Pinsent Masons

2.45 – 2.55pm

Q & A

2:55 – 3.15pm

Coffee Break

 

3.15 – 4.45pm

Case Study
Panellists:

  • Mr Matthias Lee – Executive Director, UBS AG
  • Mr Ashley Ong – Managing Director, Lion Trust (Singapore) Limited

Moderator:
Ms Guo Jiawen – Director & Wealth Planner, UBS Wealth Planning Singapore

4.45 – 5pm

Q & A

 

5 – 5.15pm

Closing Remarks
Ms Chan Ee Lin – Director, Tax & Legal, Family Enterprise Consulting, Deloitte Private

About the Chairperson/Moderators (alphabetically by surname) 

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Ms Chan Ee Lin – Director, Tax & Legal, Family Enterprise Consulting, Deloitte Private

Ee Lin has more than two decades of experience in C-suite and regional positions with leading private banks as an internationally recognised trust & wealth planner and family business governance advisor to high net worth families in Asia Pacific & Middle East. Co-founder of a family office services company, she is a top rated adjunct lecturer and accredited curriculum developer at NTU and SMU, and started her career at the Monetary Authority of Singapore. Featured in CityWealth PowerWomen International Financial Centre Top 200 global list for 2014, 2015, 2016 and 2017, Ee Lin is has been a Resource Panel Member of the Government Parliamentary Committee for Finance and Trade and Industry since 2009, and is Board member of the Worldwide Fund for Nature, Singapore and the Shirin Fozdar Program at SMU. Ee Lin holds three degrees at Magna Cum Laude level: a BA from Stanford University; an MBA in International Wealth Management from Carnegie Mellon University; and a Doctor in Jurisprudence from SMU. A full-fledged TEP, she is an advocate and solicitor of the Supreme Court of Singapore.

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Ms Guo Jiawen – Director & Wealth Planner, UBS Wealth Planning Singapore

Jiawen is a wealth planner for the North Asia market at UBS AG Singapore. Jiawen is a lawyer by training and posseses more than 10 years of experience advising ultra-high net worth clients and their families on complex cross-border estate and succession planning and asset protection issues.Prior to joining UBS, Jiawen headed the Trust and Asset Protection Advisory team at a leading local tax law practice advising ultra-high net worth families on the establishment of trusts to hold bankable and non-bankable assets on a cross-border basis. Jiawen had also previously worked in a leading international law firm in Singapore as a tax and private wealth lawyer. Jiawen was the sole practitioner awarded by The Legal 500 in the category of Next Generation Lawyer for Private Wealth in 2017 and 2018.Additionally, Jiawen was a contributor (with 3 others) to Vol 16(2), Revenue and Taxation: Income Tax, Halsbury's Laws of Singapore (LexisNexis Singapore, 2017) and is also a member of the Society of Trust and Estate Practitioners (STEP).

 

 

Ms Valerie Wu – Partner, Head of Tax & Trust Asia, Pinsent Masons

Since joining Pinsent Masons, Valerie has set up the tax and private wealth practice for the Firm for Asia, based in Singapore. In this capacity she advises families and individuals as well as services providers to such families and individuals. She acts as counsel to many families and their service providers in tax advisory, regulatory as well as tax controversy matters. In addition, she also advises ultra high net worth individuals and families, to tailor solutions and provide ongoing advice for tax and succession planning needs, balanced with commercial, family dynamics and business continuity considerations. Valerie is on the panels of and works with family offices as well as licensed entities such as trust companies, fund managers, private banks, wealth advisory teams for their cross border tax, regulatory and AML matters. Valerie was listed in Who’s Who Legal for Private Client for 2017 and 2018; and was also named in Legal Week's International Trusts and Private Client Elite since 2012 to date, a list of 100 private client lawyers and advisors worldwide tipped to be "at the top of their field. Most recently, Legal 500 listed the private wealth practice setup by Valerie as Band 1 for the 2018 and 2019 guides, & Who's Who Legal named her as a Leading Individual in their Private Client guide. Valerie has served on the Law Reform Committee since September 2016.
About the Chairperson/Moderators (alphabetically by surname) 

Mr Anuj Kagalwala – Partner, Asset & Wealth Management Tax Leader, PwC Singapore

Anuj has 20 years of experience in a Singapore tax and business environment. He leads the Asset Management and Wealth Management tax practice in Singapore. He also leads the Family Office practice for PwC Singapore. Anuj is actively involved in discussing asset management and wealth management issues with the relevant authorities and industry associations. He has a close working relationship with all the key stakeholders. Anuj has provided extensive consulting advice to numerous family offices on setting up Singapore family office, Singapore investment platforms, applications for tax incentives and generally advising on trust structures and succession planning. Anuj is a member of the Singapore Institute of Accredited Tax Professionals. Anuj's key past and present family office clients include large families from Asia, Europe and US.
His clients in the wider asset management sector include regional as well global fund managers focussing on private equity, real estate, infrastucture and liquid trading strategies.

Mr Matthias Lee – Executive Director, UBS AG

Matthias Lee is an Executive Director with UBS AG and heads the trust administration unit for UBS Trustees, Singapore where he is also a Resident Manager. A lawyer by trade, Matthias joined the trust industry with over a decade of legal practice with local and international firms, as well as corporates and financial institutions. He has now close to 15 years in the trust industry. Matthias is an IBF Fellow, a Chartered Trustee, and active serving member of the STA Executive Committee. He is also a STEP TEP. For the past 6 years, Matthias also taught Wealth Planning modules in WMI's Certificate of Trust Services and Advanced Certificate of Trust Services.

Mr Ashley Ong – Managing Director, Lion Trust (Singapore) Limited

Ashley Ong is the Managing Director of Lion Trust (Singapore) Limited, an independent trust company. He has over 22 years of experience in the trust industry advising high net-worth clients and their families mainly in Asia such as China, Hong Kong, Republic of China, Thailand, Malaysia and Indonesia) on asset protection, succession, legacy and inheritance planning. He is also well versed in corporate restructuring and was involved in setting up several listed real estate investment trusts in Singapore. In Liontrust, Ashley is responsible for the overall business management of the company.
Prior to joining Liontrust, Ashley spent 12 years with one of the reputable global bank-owned trust company where he held several senior positions in the operations, client services and business development functions.
Ashley obtained his first degree majoring in Banking and Finance from Monash University and a Masters of Business Administration from National University of Singapore.

Mr John Wong – Tax Partner and China & Hong Kong Leader in Private Client Services, PwC

John is the Tax Partner and China & Hong Kong Leader in Private Client Services and cross-divisional Leader for Family Business/Family Office. He has 30 years of experience specializing in helping high net-worth individuals and families primarily based in Asia Pacific with Chinese and other nationalities to devise tailor-made tax planning, family wealth and business succession planning to achieve the specific personal and family goals of such clients by using trusts, insurance and other appropriate structures for the implementation of such planning as well as family corporate governance.
He has extensive experience in advising professional bank and non-bank trustees on trust matters and provide training to them on wealth and tax planning. He is also a frequent speaker at wealth forums and tax seminars.

Registration  Fees

Membership Type

Fees

Members of STEP 

$120

Chartered Institute for Securities and Investment (CISI) Singapore, CFA Singapore, CPA Australia, CPA Singapore/ISCA, 

International Fiscal Association (IFA), Law Society of Singapore, Singapore Corporate Counsel Association (SCCA),

Singapore Trustees Association (STA), Singapore Association of the Institute of Chartered Secretaries and Administrators (SAICSA) Singapore Institute of Accredited Tax Professionals (SIATP)

S$150

Others

S$180

 Download brochure HERE.

Continuing Professional Development

  •  Practice Area: Private Client 
  • Training Level: General
  • Public CPD Points: 2
Location :1 Marina Boulevard, NTUC Centre, Level 9, Room 903, Singapore 018989
Contact :Email: This email address is being protected from spambots. You need JavaScript enabled to view it.; Tel: +65-6551 2784
SILE Attendance Policy
Participants who wish to claim CPD Points are reminded that they must comply strictly with the Attendance Policy set out in the CPD Guidelines. For this activity, this includes signing in on arrival and signing out at the conclusion of the activity in the manner required by the organiser, and not being absent from the entire activity for more than 15 minutes. Participants who do not comply with the Attendance Policy will not be able to obtain CPD Points for attending the activity. Please refer to http://www.silecpdcentre.sg for more information.
$180.00$180.00
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