Asia’s Premier International Financial Hub
Navigating Global Wealth and Succession Strategies: Residency & Citizenship Solutions for Estate Planners

In conjunction with Estate Planning Practitioners Limited's inaugural overseas forum, Labuan International Business Financial Centre, Bank Islam Trust Company (Labuan) Ltd and Latitude Consultancy Ltd will jointly host an exclusive post-forum masterclass titled “Navigating Global Wealth and Succession Strategies: Residency & Citizenship Solutions for Estate Planners" - on 6 September 2024 at JW Marriott Hotel Hong Kong.

This masterclass is designed specifically for estate planners seeking cutting-edge insights into cross-border business structuring and comprehensive wealth management strategies. Throughout this session, esteemed experts will explore pivotal topics essential for crafting robust estate and succession plans in today’s global landscape, including cross-border solutions, asset protection structures, and legacy family planning.

Discover unparalleled opportunities with us to enhance your client strategies and solutions. Secure your spot now for this dynamic event that blends knowledge-sharing with collaborative networking.

Seats are on a first-come, first-served basis. For further inquiries, please email us at events@libfc.com.

Speakers

  • Masdayana Md Setamam, CEO, Bank Islam Trust Company (Labuan) Ltd.
    Masdayana Md Setamam, CEO, Bank Islam Trust Company (Labuan) Ltd.

    Masdayana Md Setamam, CEO, Bank Islam Trust Company (Labuan) Ltd.

    Masdayana Md Setamam has 18 years of experience in the Labuan Trust Company, Islamic Banking and financial industry, spearheading strategic operations, international business expansion, business turnaround towards sustainable profitable growth and more. Her expertise covers wealth management planning, foundation establishment, charitable initiatives, trust formation, Labuan company incorporation and a wide range of products and services offered within Labuan's International Business Financial Centre. She is also well-versed in strategic planning, sales, marketing, cash flow management, regulatory compliance, product development, risk management and relationship management, coupled with a vast network of high-net-worth clients.

    She currently holds the position of Chief Executive Officer/Principal Officer at Bank Islam Trust Company (Labuan) Ltd and other key roles at Bank Islam Group companies, such as Director of Labuan Offshore Business at Bank Islam Malaysia Berhad and Head of BIMB Offshore Company Management Services, a subsidiary of Bank Islam Trust.

    Masdayana has a robust educational background, including a Bachelor of International Business from the University of Malaysia Sabah, a Master of Business Administration with a concentration in Strategic Management from the University of Technology Malaysia and Cambridge Islamic Finance Structuring Master Programme from Cambridge Institute of Islamic Finance. She is also a Certified Trust Officer license from the Labuan Financial Services Authority and a Certified Anti-Money Laundering & Counter Financing of Terrorism Compliance Officer from the Asian Institute of Chartered Bankers. Currently, Masdayana is pursuing a PhD in Management with a focus on Islamic Bank Brand Personalities at the University of Technology Malaysia.
  • Cindy Wong, Founder Director, Estate Planning Practitioners (HK) Limited
    Cindy Wong, Founder Director, Estate Planning Practitioners (HK) Limited

    Cindy Wong, Founder Director, Estate Planning Practitioners (HK) Limited

    Cindy has over 28 years of working experience spanning banking, financial advisory and trust and estate planning, holding various positions in Japanese, European, Singapore and Hong Kong companies.

    She started her career in corporate banking and syndication loans before moving onto investment banking where she was involved in institutional sales for North Asia equity markets. She expanded her experience in financial markets through equity derivatives trading and later on ventured into private client services serving the needs of individuals in priority banking, financial and estate planning. She is currently the Director of Estate Planning Practitioners (HK) Limited providing professional training for financial professionals and independent trust advisory service.

    Cindy is a TEP, a Certified Trust Practitioner™ and AEPP® Designee. Cindy holds an MBA from Marshall School of Business, University of Southern California USA, a BBus from Nanyang Technological University Singapore, and a BA (Translation and Interpretation Studies) from Singapore University of Social Sciences. She has achieved the Financial Times NED Diploma.
  • Amy Zhang, TEP, Managing Director, Hawksburn Heritage
    Amy Zhang TEP, Managing Director, Hawksburn Heritage

    Amy Zhang, TEP, Managing Director, Hawksburn Heritage

    Amy has over 20 years of experience working in wealth management and wealth planning, servicing High Net-Worth clients and families with their family succession, tax planning and cross-border asset protection matters from Greater China and ASEAN regions. She has worked with Barclays Wealth London, Pictet & Cie London, CICC HK, UBS HK, and Vistra Singapore and current with Hawksburn Group, a Multi-Family Office based in Singapore.
     
    Amy has thorough understandings of different wealth planning tools including Trust, Insurance (UL, VUL, PPLI), Family Governance, Wills, Shareholder Agreement and fluent with the application of these tools in accordance to different tax background and family circumstances. She is also familiar with many trust jurisdictions including HK, Singapore, BVI, Jersey, Guernsey, Labuan and Bahamas as well as Singapore and HK Family Office set up and Singapore and HK Charitable Trust and Foundations.

    While Amy advise her client on wealth planning and investment management, She is also passionate about ESG and Impact Investment in the past year, bridging capital to make the world a better place.

    Amy holds a master’s degree in law (LLM) and is a full member ‘TEP’ of the Society of Estate and Trust Practitioners (STEP). She also holds IMC (Investment Management Certificate) from the CFA Society from the UK. Amy speaks English, Mandarin and Cantonese and currently reside in Singapore.
  • Serene Liaw, Deputy Director, Strategic Planning and Investor Relations, Labuan IBFC Inc.
    Serene Liaw, Deputy Director, Strategic Planning and Investor Relations, Labuan IBFC Inc.

    Serene Liaw, Deputy Director, Strategic Planning and Investor Relations, Labuan IBFC Inc.

    Serene Liaw is the Deputy Director, Strategic Planning and Investor Relations 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.
  • Aleksandra Smolen, Regional Director, Hong Kong, Latitude Consultancy
    Aleksandra Smolen, Regional Director (Hong Kong), Latitude Consultancy

    Aleksandra Smolen, Regional Director, Hong Kong, Latitude Consultancy

    Aleksandra Smolen is a Certified Investment Migration Advisor (Cert. IM) and the Regional Director at Latitude Consultancy, a leading international firm in the Residency and Citizenship-by-Investment industry. With nearly a decade of experience in this field in Greater China, Aleksandra has helped hundreds of high-net-worth clients obtain alternative citizenship or residency in Europe, North America, and the Caribbean.

    Based in Hong Kong, Aleksandra has over 15 years of substantial experiences on Chinese market. Fluent in Polish, English, and Mandarin Chinese she provides unique multicultural perspective and experience to her private clients. As an active member of the Investment Migration Council, an organization aimed at improving industry standards and business ethics, Aleksandra strives to provide genuine, client-centric service. She excels at building strong relationships with clients and partners from around the world, and delivering tailored solutions that suit their unique needs and preferences.

    Before joining Latitude, Aleksandra was in charge of the China operations for one of the top companies specializing in the US EB-5 Programme. She later progressed to an Investment Migration Director position at one of China's largest intermediaries, a subsidiary of CreditEase Wealth Management, where she helped establish their Hong Kong office.

    Aleksandra holds a Master's Degree in Political Science from the prestigious Tsinghua University in Beijing.
  • Prof. Marshall Jen, Executive Director, The Chinese University of Hong Kong, Centre for Family Business
    Serene Liaw, Deputy Director, Strategic Planning and Investor Relations, Labuan IBFC Inc.

    Prof. Marshall Jen, Executive Director, The Chinese University of Hong Kong, Centre for Family Business

    Marshall is the Executive Director of The Chinese University of Hong Kong, Centre for Family Business. Growing up from a family business setting, he has come across many sizable conflicts and has always been passionate about setting alignments and building growth for family businesses. With over 10 years of experience working on the education and family business space, Marshall spearheaded multiple projects for the first listed education company as the Vice President of Asia Pacific before joining CUHK, such as Education history biggest acquisition of the Canadian International School in Singapore and Kingsley International School in Malaysia.

    Marshall left his family business in 2019 to pursue a journey in family business research with CUHK and advisory practice as an independent family-in-business advisor. Since then, his research and practice focuses primarily on Succession Planning, NxGen Learning and Development, Family-in-Business Leadership, Family Decision and Governance, and Entrepreneurship. He is currently an Executive Doctorate of Business Administration candidate at the Management
    School of The University of Liverpool.

    Outside of his work in advisory and research, Marshall has been an INED for The Canadian International School in Singapore and The Kingsley International School in Malaysia, a committee member of the Hong Kong General Chamber of Commerce (HKGCC) Asia and Africa Committee and HKGCC Belt and Road Initiative (BRI), and a committee member of the Education and Youth Develop of Home Affairs Department (Kowloon City District).

Event Details

Date :
6 September 2024
(Friday)

Time :
10:00AM - 12.30PM

Address :
J.W. Marriott Hotel
Pacific Place
88 Queensway
Hong Kong

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Stay ahead of the game
Access a wealth of information from Labuan IBFC from reports on forward-thinking research to insightful articles.
Get in touch
Interested to setup your business in Labuan? Speak to our dedicated advisors to find out more.
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