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Private Client Foundations for Malaysian HNWIs
In an age of uncertainty, wealth management and planning has become a necessity for all regular folk. For high-net-worth individuals (HNWIs), the need is even greater, as they face more complex and substantial planning considerations. Albeit many are now cognisant that writing up a will is a prudent minimum step, cases of intestacy are still prevalent — and can be both problematic and costly. This session intends to foray into other available planning structures, in particular the civil law creature known as “foundations”, and how it can be a better alternative even for those entrenched in common law persuasions. 

About Speaker
carolyn oh

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.

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