As the global financial landscape evolves, the influence of the crypto asset market is becoming increasingly significant. Hong Kong, as an international financial hub, is capturing this trend by upgrading its regulatory measures to foster the development of the crypto asset market.
📅 Date: 11 March 2024 (Tuesday)
🕕 Time: 2:00PM – 4:00 PM
📍 Venue: 37-3A & 37-05 Menara Eco World (formerly known as Menara The Stride)
* Free Parking – LaLaport
☕ Light Refreshments: Coffee, tea and dessert
🔖 Fee: Free
The talk is free this month! Limited-time offer – don’t miss out!
Join our guess speaker Ms Patricia Boon as she introduces a dynamic overview of Europe’s family office landscape, highlighting its evolving structures, strategic diversification, and increasing sophistication. Emphasizing tailored wealth management, intergenerational planning, and global investment opportunities, she reveals how European family offices are adapting to complex regulatory frameworks and market innovations for sustainable growth worldwide.
Patricia is ranked as a ‘Next Generation Partner’ in the 2024 edition of The Legal 500, where she is singled out for her pragmatic approach to advising high net worth individuals within and outside the UK. She is also recognised in Private Client Global Elite’s ‘Global Excellence’ listing.
As a Partner in the Private Client team, Patricia has in-depth expertise in all relevant areas of UK tax. She advises ultra high net worth individuals across the full range of personal estate planning and succession matters, including advising on will planning, cross-border estate planning, mental capacity issues, and asset protection. She frequently advises on the creation of non-UK resident trusts (including PTC structures), as well as reviewing existing structures, and advising on the termination of trusts.
With a particular specialism in advising Asian families on cross-border family governance, Patricia frequently travels to the region to advise on succession planning for owners of family businesses and structuring assets for passing down to the next generation in a sustainable manner. Patricia has particular expertise in dealing with multi jurisdictional matters, enabling her to quickly identify the most suitable structures for clients with cross jurisdictional touchpoints.
Her wide network of intermediaries allows her to help clients identify the right service provider for their needs and requirements, particularly in cases where they are considering setting up a trust and need advice choosing a trustee with whom they can establish a long-term relationship.
Imagine waking up one day to find your life savings are gone. Or worse, your family unable to access your crypto after you’re gone.
Don’t be the next cautionary tale. Learn how successful investors shield their assets from threats and protect their legacies.
Family offices and offshore trusts saw significant advancements in 2024, shaping how high-net-worth individuals manage their wealth. From innovative legislative reforms to strategic financial incentives, 2024 positioned several countries, including Malaysia, as critical players in this evolving landscape. Below are the top 10 Family office & Offshore trust events ranked by importance (1 to 5), with 5 being the most impactful.
Rating: ⭐⭐⭐⭐⭐ (5/5)
Malaysia introduced a 0% tax rate for family offices in Forest City’s Special Financial Zone (SFZ), aiming to attract global high-net-worth individuals and cement its position as a wealth management hub in Asia.
Read Full Article
Rating: ⭐⭐⭐⭐⭐ (5/5)
The UK announced sweeping changes to offshore trust taxation, starting April 2025, including tighter inheritance tax (IHT) rules, drastically reshaping estate planning for UK residents.
Read Full Article
Rating: ⭐⭐⭐⭐⭐ (5/5)
Hong Kong proposed tax breaks for family offices investing in cryptocurrencies, enhancing its position as a leading offshore financial hub.
Read Full Article
Rating: ⭐⭐⭐⭐ (4/5)
The Cayman Islands removed trust duration limits, allowing indefinite trusts to enhance global succession planning opportunities.
Read Full Article
Rating: ⭐⭐⭐⭐ (4/5)
Singapore introduced stricter anti-money laundering (AML) compliance rules for family offices, requiring annual reporting and adherence to robust due diligence practices.
Read Full Article
Rating: ⭐⭐⭐ (3/5)
The Trusts and Succession (Scotland) Act 2024 introduced private purpose trusts (PPTs), offering new structuring opportunities but raising concerns about misuse.
Read Full Article
Rating: ⭐⭐⭐ (3/5)
The UK abolished its non-dom tax regime, introducing stricter rules for offshore trusts effective April 2025.
Read Full Article
Rating: ⭐⭐⭐ (3/5)
Family offices globally embraced resilience and diversification strategies to navigate market uncertainties.
Read Full Article
Rating: ⭐⭐ (2/5)
DBS Private Bank introduced a service for ultra-wealthy families using the Variable Capital Companies (VCC) framework in Singapore, simplifying asset management.
Rating: ⭐⭐ (2/5)
Updates in Guernsey, Jersey, and other jurisdictions enhanced trust governance but were less groundbreaking compared to other events.
Read Full Article
As 2024 concludes, Malaysia has solidified its position as a global leader in family office development. With groundbreaking initiatives in Forest City and a supportive regulatory environment, the country is set for even greater achievements in 2025. Stay tuned for more updates from FIAM, including the ‘Top 10 Family Office & Offshore Trust Development Forecast for 2025,’ in the ever-evolving world of family offices and offshore trusts!
Discover strategic wealth planning solutions tailored to your family’s needs with our complimentary consultation on trust structuring. We understand that every family has unique financial goals and challenges, requiring personalized approaches to long-term asset protection.
During your consultation, our experts will explore suitable trust structures aligned with your objectives, ensuring a smooth transition of wealth for future generations.
Schedule your free consultation today to gain insights into effective wealth preservation and legacy planning
Discover how offshore trust accounts can provide enhanced asset protection, tax efficiency, and financial privacy for individuals and families.
FIAM’s president and Timeless International Family Office’s GM, Vicky, discusses family offices in Forest City on the ZFounder podcast. This post explores key insights for our English-speaking audience
Join our guest speaker, Ms. Julia Binti Mustaffa, Managing Director/CEO of Palladium Trustee Berhad, and an expert in estate planning, for a comprehensive session on how to manage and distribute your assets effectively.
📅 Date: September 23rd, 2024
🕕 Time: 2:00PM – 4:00 PM
📍 Venue: 37-3A, The Stride BBCC
* Free Parking – LaLaport
☕ Light Refreshments: Coffee, tea and dessert
🔖 Fee: Free
The talk is free this month! Limited-time offer – don’t miss out!
Join our guess speaker Mr. Yiow Tan from Jersey Finance, on Singapore Family Office. Explore the benefits and opportunities of establishing a family office in Singapore, highlighting its favorable regulatory environment, tax incentives, and strategic location in Asia. Gain a deeper understanding of the processes, requirements, and advantages of setting up a family office in Singapore, and how it can be a pivotal step in safeguarding and growing their family’s assets for future generations.
Ms. Diyana, Business Development Manager of Timeless International Family Office, will also share an in-depth exploration of The Benefits of Offshore Trust Accounts. Discover how offshore trust accounts can provide enhanced asset protection, tax efficiency, and financial privacy for individuals and families. Learn about the key benefits and strategies for leveraging offshore trusts to secure your wealth and ensure long-term financial stability
Yiow Chong Tan joined Jersey Finance in 2022 as the Director for Southeast Asia based in Singapore. He is responsible for spearheading Jersey Finance’s market development activities in Southeast Asia across the private wealth, funds, capital markets and banking sectors.
Yiow has extensive business and corporate finance experience in the Asian markets where he has been consistently involved in the origination, marketing, structuring, negotiation, due diligence and execution of private equity, stock exchange listings and M&A deals across Singapore and Malaysia. In a previous role, he identified and built close working relationships with Chinese high-net worth clients and institutional investors to secure and raise funds for mandated clients.
Most recently, he was the Corporate Finance Director and Board Secretary of a Chinese Family Office based in Beijing which has investments in Chinese data centres and UK commercial properties. Prior to that, he held director and consultant positions with various Singapore-based business consultancy firms working out of Shanghai in mainland China.
A Singaporean, Yiow is familiar with the Southeast Asia culture, and is fluent in both English and Chinese Mandarin. He has a Bachelor of Science in Information Systems and Accounting Degree with First Class Honours from the University of Leeds.
Thank you for your interest in the Singapore Family Office & Offshore Trust Account event. Unfortunately, we have reached full capacity and registration is now closed. We appreciate your enthusiasm and encourage you to stay connected for future events!
Exploration of mREITs focusing on secured creditor projects with real estate collateral in Southeast Asia. Learn how to effectively control risks while achieving stable fixed income.
In-depth exploration of the Importance of Offshore Trust Accounts. Discover how offshore trust accounts can provide enhanced asset protection, tax efficiency, and financial privacy for individuals and families.
