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Cross-Border Wealth Management: Safeguarding Investments and Succession Planning

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 discusses 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.

Speaker/Panelist:
Catherine Yuan, Trust Officer and Executive Director, Tricor Labuan

Panelists:
Lai Heow Gran, Director, Asia Pacific Investment Bank
Serene Liaw, Manager, Labuan IBFC Inc.
Steven Koh, Partner, Audit & Assurance, BDO

Presentation Slides:
Cross-Border Wealth Management: Safeguarding Investments and Succession Planning

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