12.00 –12.30pm

Registrations & Refreshments

12.30 – 12.45pm

Opening Remarks by Chairperson

• Mr. Ashley Ong – Executive Director, Lion Trust (Singapore) Limited

12:45-1:45pm

Tax and Wealth Planning Considerations for Greater China HNWs under the CRS and Tax Information Exchange Environment  

• Mr. John CW Wong – Partner, Tax China & Hong Kong Leader

1:45 – 2:00pm

Q&A Session & Closing Remarks

About the Speaker: 

Mr. John CW Wong– Partner, PricewaterhouseCoopers Limited Singapore

John is the Tax Partner and China & Hong Kong Leader in Private Client Services. He has nearly 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.

About the Chairperson:

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

Ashley Ong is currently the executive director of Lion Trust (Singapore) Limited, an independent trust company in Singapore. Prior to joining Lion Trust, Ashley spent 12 years with both HSBC Trustee (Singapore) Limited / HSBC Institutional Trust Services (Singapore) Limited. In total Ashley has about 20 years of experience in the trust industry advising both corporate and individual clients on trust solutions. Ashley obtained his first degree majoring in Banking and Finance from Monash University, Australia and Masters of Business Administration from National University of Singapore.

Membership Type

Fees

Members of STEP 

$50

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) 

S$80

Others

S$100