Wealth Management Webinar Series 1 : Wealth Management and Succession Planning in Challenging Times - Upcoming Events

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Wealth Management Webinar Series 1 : Wealth Management and Succession Planning in Challenging Times

With the massive inter-generational wealth transfer, estimated at about US$1.9 trillion, expected to take place in Asia over the next two decades, succession planning is a major challenge faced by high-net-worth individuals and families today.

Some key concerns may include the next generation’s ability and commitment to manage family assets, management transition of family businesses and investments, complexities of cross-border wealth management, as well as Shariah compliant succession planning.

Join us for our series of webinars discussing implications and opportunities arising from these changes and challenges, against the backdrop of evolving global legal and tax regulations, volatile market conditions and digitalisation.

Register now to secure your participation at our series of webinars:

Series 1: Wealth Management and Succession Planning in Challenging Times on Wednesday, 18 August 2021 at 4.00PM (GMT +8).
Series 2: Business Succession and Asset Preservation on Thursday, 9 September 2021 at 4.00PM (GMT +8).
Series 3: Shariah Succession Planning for Global Families on Wednesday, 29 September 2021 at 4.00PM (GMT +8).

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Speakers

Chan Ee Lin
Ee Lin provides highly customised family business governance and succession planning advice to family office and business owning families in Asia Pacific. She has over 2 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. A fully qualified lawyer admitted to the Singapore Bar and a trained mediator at the Singapore Mediation Centre, she holds adjunct professorships at the Nanyang Technological University (NTU) and Singapore Management University (SMU) where she has created internationally and nationally accredited executive and MBA curricula in family business governance. Winner of the SMU Dean’s Teaching Honour List Top Adjunct Faculty award in 2019, Ee Lin is also a frequent speaker at international masterclasses and at regional industry events.

Prior to joining Deloitte, Ee Lin held roles such as Co-Founder of a family office services provider with an international law firm, Regional Head of Wealth Planning at one of the oldest UK private banks in the world, CEO of a Swiss trust company, Global Chief of Staff & Asia Pacific Head of International Estate Planning at one of the largest Dutch private banks, and Assistant Director at the Monetary Authority of Singapore.

Ee Lin holds three degrees at Magna Cum Laude level: BA Economics (Stanford University); MBA in International Wealth Management (Carnegie Mellon University) and Doctor of Jurisprudence (SMU). She has been featured in the Citywealth Leader’s List 2019 and 2020, and in the CityWealth PowerWomen International Financial Centre Top 200 global list since 2014. She has lived and worked in Geneva, Hong Kong, Jersey, Luxembourg, Malaysia and Singapore.

Qualifications
Advocate & Solicitor of the Supreme Court of Singapore
TEP, fully qualified member of the Society of Trust & Estate Practitioners (STEP)
STEP Advanced Certificate in Family Business Advising
Mediation: Strategic Conflict Management for Professionals, Singapore Mediation Centre
Chee Pei Pei
Pei Pei is currently the Leader for Deloitte Private in Malaysia serving business owners, family groups and high net worth individuals in areas including succession planning, international tax, estate planning and wealth preservation.

Prior to joining Deloitte in 2012, Pei Pei has led the Global Employer Services in another big four firm. She has more than 30 years of work experience at Deloitte and other Big Four organizations in Malaysia and Australia. She has led a wide range of projects related to individual taxation, employment and compensation structuring, advising high net worth individuals and advising clients on financial investment products like private equity funds via limited partnership. She also advises family owners on tax considerations in corporate restructuring as well as tax restructuring for succession planning, including the setting up of Labuan Foundation.

Pei Pei also has extensive corporate tax experience covering aspects of corporate tax advisory services including group tax planning, tax due diligence review for mergers & acquisitions as well as corporate tax restructuring for inbound and outbound investments.

She also leads the Deloitte Malaysia’s tax practice on FATCA and CRS projects. Pei Pei is the engagement partner for FATCA and CRS implementation services to a number of Malaysian banking groups, investment banking group and asset managers.

She also a frequent guest speaker at various events and briefings on topics relating to CRS implications on investors and tax implications on wealth planning conducted by private bankers and high net worth individuals.

Pei Pei graduated with a Bachelor of Management (majoring in Finance and Accounting) from Universiti Sains Malaysia. She is a licensed tax agent and is a member of Chartered Tax Institute of Malaysia (CTIM).
Farah Jaafar
Farah is the Chief Executive Officer of Labuan IBFC Incorporated, a wholly owned subsidiary of Labuan Financial Services Authority, the statutory Regulatory Authority for Labuan International Business and Financial Centre, operating under the purview of Ministry of Finance, Malaysia. Labuan IBFC Incorporated serves as the jurisdiction’s official market development agency.

A seasoned strategic communication, market development and financial services professional, she brings with her experience spanning more than 25 years in wholesale financial services, putting her in good stead to develop Labuan IBFC as Asia’s go-to mid-shore wholesale financial intermediation centre.

Formerly attached to the Asian Institute of Finance and Bursa Malaysia (Malaysia’s national stock exchange), Farah has served in numerous senior market development and strategic communications roles.

She has also represented the Association of Stock Broking Companies Malaysia, a nationwide industry led lobby group representing Malaysian stockbrokers during the demutualisation exercise of the national exchange, allowing her a unique hands-on experience surrounding high strategic level issues relating to multiple stakeholder management, eco-system curation and long-term strategic business strategy.

Passionate about equality, financial inclusion and win-win partnerships, she strongly believes that “a rising tide lifts all boats”. Farah has an LLB (Hons) from Sheffield University, United Kingdom.
Sukor Ashak
Sukor Ashak is the Managing Director and an approved Trust Officer of HMR Konsultan (Labuan) Ltd. He has been working in the international financial services industry in Labuan and Brunei Darussalam since 2000. He moved to Brunei Darussalam in 2007 to join the HMR Group in Bandar Seri Begawan before returning to the Labuan to establish HMR’s Labuan trust company in 2017. He is a council member of STEP Malaysia and also a member of the Association of Labuan Trust Company Association Special Tax Committee.

Passionate about rugby, he dedicates his spare time coaching Labuan youth teams and refereeing rugby tournaments.