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Pre-AGM WEBINAR: Singapore Developments: Family Offices, Trusts and Real Estate. What’s Next? (24 June 2022, 3.30pm - 4.45pm (GMT +8))
Friday 24 June 2022, 15:30 - 16:45

About this Webinar

Please join us before this year's STEP Singapore Branch Annual General Meeting for a local review and update. It's been a whirlwind of developments over the last year as family offices, residential real estate holdings and stamp duties have all seen shifts in regulation, reflecting broader policy decisions. We'll be joined by local experts to recap the industry changes, set the current thinking and share their thoughts on where trust and estate planning is headed in Singapore and the surrounding region, and its impact on families’ planning strategies.

The webinar will be followed by the STEP (Singapore) AGM. This webinar is complimentary for STEP members (affiliated with the STEP Singapore Branch) who stay on to attend the AGM.

Webinar Programme

Webinar participants will be able to watch and listen to (via computer audio, recommended for security reasons, or telephone line) the video presentation and Q&A discussion on their screens, receive a PDF copy of the presentation slides, as well as participate in the Q&A discussion by sending in their questions to the moderator via text using the built-in Q&A function.

3.30 – 3.40pm

Opening Remarks by Chairperson

Ms Angela Koh – Head of Wealth Planning and Insurance Advisory, UOB Private Bank, Committee Member, STEP (Singapore Branch)

3.40 – 4.30pm

Singapore Developments: Family Offices, Trusts and Real Estate. What’s Next?

Ms. Lim Kexin – Tax Partner, Entrepreneurial and Private Business, PwC Singapore
Ms. Goh Eng Cher – Co-Head of Allen & Gledhill’s Private Wealth Practice

4.30 - 4.45pm Q&A Session & Closing Remarks
5.00pm STEP Annual General Meeting (AGM) 2022

 

 About the Speakers

Lim Kexin 

Ms. Lim Kexin – Tax Partner, Entrepreneurial and Private Business, PwC Singapore

Over her dynamic 17-year PwC career, Kexin has advised leading Asian and global clients across a diverse range of tax matters. She works with leading entrepreneur-driven and owner-led / controlled groups from conglomerates, family offices, NextGens to start-ups in balancing their owner and business needs. Through a 3.5 years secondment to Jakarta, Kexin also stands out with her insights on the dynamic Singapore-Indonesia corridor.

Widely profiled in the media, award winning and a frequent public speaker, Kexin was the youngest Council Member in the Institute of Singapore Chartered Accountants’ history. She is a senior member of the Wealth Management Institute’s Global-Asia Family Office Circle, faculty member of WMI and the first alumni appointed on Singapore Management University's Board of Trustees.

Kexin graduated as SMU’s Valedictorian with a Bachelor of Accountancy, major in Law (summa cum laude) and is a Chartered Accountant (Singapore).

 Goh Eng Cher

Ms. Goh Eng Cher – Co-Head of Allen & Gledhill’s Private Wealth Practice

Eng-Cher is currently the Co-Head of Allen & Gledhill’s Private Wealth Practice, and her principal areas of practice are trusts, private wealth and tax.

Prior to joining Allen & Gledhill in 2021, Eng-Cher spent more than a decade with a global bank, working in its offices in Hong Kong, New York and Singapore, supporting the bank’s non-US trust business that was based out of The Bahamas, Cayman Islands, New Zealand, Switzerland and Singapore. She has worked on a wide range of matters that span the lifespan of a fiduciary structure, from the initial establishment of trust structures for ultra-high-net-worth families, to issues arising when trust parties go through major life changes such as marriage, divorce, moves across international borders, and when trust parties lose mental capacity, pass away or becomes embroiled in litigation. She has also advised on projects transferring books of trust businesses around the globe, implementing processes for complying with regulatory changes such as FATCA, CRS, beneficial ownership registers and economic substance legislation. Eng-Cher graduated from the National University of Singapore with an LLB (Hons) in 2002 and obtained a Master of Professional Accounting from the Singapore Management University in 2009.

 About the Chairperson

Ms Angela Koh - Head of Wealth Planning and Insurance Advisory, UOB Private Bank; Committee Member, STEP (Singapore Branch)

Angela Koh heads up the Wealth Planning and Insurance Advisory Department comprising a team of wealth planners and an in-house team of insurance specialists at UOB Private Bank. She has been advising private bank clients with multi-jurisdictional family members and assets with regards their succession, estate planning and family governance concerns for over 20 years - working at Union Bank of Switzerland, UBS AG, American Express Bank and Standard Chartered Bank prior to joining UOB in 2019.Angela holds a Bachelor of Laws from University of London and is one of the initial members of the Singapore Chapter of STEP before it was converted to a full branch in 2012.

Download Brochure HERE

Registration  Fees

MEMBERSHIP 

FEES

Members of STEP who stay on to attend the AGM Complimentary

Members of STEP not staying to attend the AGM

S$30

  • Chartered Institute for Securities and Investment (CISI) Singapore
  • CFA Singapore
  • CPA Australia
  • CPA Singapore/ISCA
  • International Fiscal Association (IFA)
  • Law Society of Singapore
  • Singapore Association of the Institute of Chartered Secretaries and Administrators (SAICSA)
  • Singapore Corporate Counsel Association (SCCA)
  • Singapore Chartered Tax Professionals (SCTP)
  • Singapore Trustees Association (STA)
S$60
Others S$80

STEP CPD SCHEME: 1 hour 15 Minutes 

Location :Zoom Webinar Platform
Contact :Email: This email address is being protected from spambots. You need JavaScript enabled to view it.; Tel: +65-65512784


Registrations are now closed

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