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Wealth Management in An Age of Transparency

With increasingly stricter and more complex regulations, tax transparency is the new name of the game. This brings about additional considerations for high-net-worth individuals (HNWIs) in their wealth management planning. Similarly, there is also heavier pressure on legal professionals and intermediaries to effectively advise clients on regulatory compliance with minimal impediment to clients’ objective of optimal return on investments. 

Presentations at this talk will provide an overview and update on the implementation of the Common Reporting Standard in a global and Malaysian context, as well as the Mandatory Disclosure Rules that apply to various offshore institutions. There will also be discussions on private client foundations as the emerging wealth planning solution for HNWIs, by comparing and contrasting their legal framework to other planning structures.


    Carolyn Oh is the principal of Carolyn Oh & Co., a boutique law firm based in Penang, Malaysia which serves a select group of local and international clients. Her firm focuses on high value private/commercial property conveyance, family law, estate and wealth management/succession planning. 

    Ms Oh has had significant experience in the areas of advising private families and individuals with regards to structuring, establishing, managing and monitoring their family structures and assets therein which includes the formation of private trust companies, trust and foundation vehicles as required by such clients. She is a strong advocate of “bespoke-structures” which she feels is “key” because each individual and/or each family is different with different sets of consideration all of which should be catered for specifically. 

    Ms Oh read law at the University of Kent at Canterbury, UK attaining her Bachelor of Law degree with Honours [LLB (Hons)] in 1993 and thereafter went on to qualify as a Barrister-at-Law from Middle Temple, UK in 1994. Ms Oh was admitted as an Advocate and Solicitor of the High Court of Malaya in 1995 and has continuously practised over 23 years in the legal profession.


    Zac Lucas is the Founder of Centenal Advisory, part of the Centenal Legal Technology Group. 

    Zac is a practicing lawyer with over 20 years legal experience, admitted to practice in England & Wales, and is a former Partner of various international law firms, including Ogier and Lawrence Graham LLP, advising on all areas of international private client law. 

    Zac has particular expertise in relation to the OECD Common Reporting Standard (CRS). As a result, he has been engaged by a number of leading private banks, trust companies, wealthy individuals and families and a governmental authority to advise on the practical implementation of the CRS. 

    Zac has now taken the step, in founding Centenal Legal Technology Group, to leverage the power of information technology to create innovative enterprise application software for use by Financial Institutions, Business Professionals and UHNW families and individuals.
Date :
4 October 2018 

Time :
2.00PM – 5.00PM 

Raja Aziz Addruse Auditorium, 
Wisma Badan Peguam Malaysia
Unit 2-02A, 2nd Floor 
2 Leboh Pasar Besar, 
50050 Kuala Lumpur
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