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events
Designed with business professionals in mind, our events offer unique market insights and enhanced networking opportunities for industry experts.
Cross-Border Wealth Management: Safeguarding Investments and Succession Planning (Joint Mandarin Webinar)
跨境财富规划: 跨境资产的传承与保障


随着全球形式的不断变化, 全球华人在过去的20年间一直在不断创造财富的同时,也在不断被多样化的投资机遇吸引。

企业家们在扩充企业架构时,通过不同区域投资与置业让自身财务迅速增长。

随着企业家们的年龄增长和家庭成员走向国际化,越来越多家庭面对跨国家的家族生意与资产传承挑战。

本小组探讨的是企业家们该如何搭建国际传承架构,税务处理与金融支持,建立一个具有可延续性的家族企业, 达到增值、保障与保值同兼顾!

请登记参加我们在 2021年8月5日(星期四)下午3.30(GMT+8)举办的网络研讨会。


Along with the growth of the world economy, Chinese entrepreneurs globally have been creating wealth in the last 20 years. In tandem with that, they have also been exploring a range of diverse investment opportunities. Hence, they have been expanding their corporate footprint via investments into various regions that grew their wealth.

Nevertheless, with the onset of age and as the family diaspora grows across borders, Chinese entrepreneurs increasingly face challenges around the sustainability of cross-border family businesses and asset inheritance.

This panel will discuss cross-border inheritance structure, tax planning, financial planning as well as how entrepreneurs could establish a succession plan that facilitates wealth creation, protection and preservation.

Register now and join us at this webinar on Thursday, 5 August 2021 at 3.30PM (GMT +8).


  • CATHERINE YUAN

    Catherine Yuan has more than 12 years of experience in International Corporate Structure Planning, particularly in assisting corporations with risk and tax planning aspects of cross-border business expansions.

    Currently, she is the Trust Officer and Executive Director of Tricor Trustco (Labuan) Ltd. She is often interviewed in international media and has spoken at events on the topic of international business expansion for China based corporations, and risk planning in corporate structures.

    Catherine is an active advocate of Labuan IBFC, especially its corporate holding structures and wealth management solutions.

  • LAI HEOW GRAN

    Lai Heow Gran is currently Director of Asset Management Products and Wealth Management Department of APIB. Prior to APIB, he has served in different management positions in various banks both in Malaysia and China. He was the Head of Investment Products in AmBank, Vice President of Investment Products with HSBC China, Vice President of Wealth Development with HSBC Malaysia, Research Analyst with Hong Leong Bank Private Banking Division as well as Maybank and he started off his banking career with OCBC Bank.

    Heow Gran obtained his BSc in Economics (Hons) from University of London and MBA from University Malaysia Sarawak. He has recently completed his PhD (Management) research in Dynamic Capabilities and Wealth Management Business Ecosystem's effect on evolutionary fitness in retail banking.

  • SERENE LIAW

    Serene Liaw is the Research Manager of Labuan IBFC Incorporated, a wholly owned subsidiary of Labuan Financial Services Authority (Labuan FSA), the statutory Regulatory Authority for Labuan International Business and Financial Centre (Labuan IBFC), under the purview of Ministry of Finance, Malaysia. Labuan IBFC Incorporated serves as the jurisdiction’s official market development agency.

    Prior to joining Labuan IBFC Incorporated, she was attached to Labuan FSA for more than 10 years and headed the Business Policy Unit there. Prior hands-on experience as a regulator on policy formulation and international tax compliance has provided Serene a deeper understanding of financial solutions as well as a solid foundation in the promotion and market development initiatives of Labuan IBFC.

  • STEVEN KOH

    ​Steven commenced his career in 2005 with PwC’s audit and assurance practice as an audit associate. During his tenure with PwC, he specialised in financial services sector audit and had audited major local and foreign financial institutions (comprising local anchor banks, foreign banks, foreign Islamic banks, Labuan offshore banks, investment banks, asset management companies and unit trust funds).​

    Steven joined KPMG in Malaysia as a manager within transaction services practice in 2011 and had completed numerous financial due diligence engagements covering wide range of commercial sectors such as technology, general trading/retail business, media and entertainment. He was subsequently recruited by a client in 2012 as a financial controller to manage post deal integration process of a Fortune 500 company’s subsidiary in Malaysia, and subsequently, he managed the sell-side acquisition process (acquirer is a leading Fortune 100 company) in his capacity as financial controller.​

    Steven returned to professional practice in 2017 after 5 years in various commercial roles, equipped with solid business acumen gained from various business partnering and consulting roles, advising senior business executives. Since returning to professional practice, Steven has managed a wide range of private and public listed audit and assurance clients, including two transactions advisory engagements, with two mid-sized firms prior to joining BDO.​

    Steven is also a Distinguished Toastmaster with strong communication and leadership skills. He previously served as an Area Director for Area B2, Division B, District 102 and led Area B2 to be a Select Distinguished Area for term 2018/2019.​

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