Premium financing has evolved from a product-driven conversation into a strategic capital tool within modern wealth planning. This session explores how structured borrowing can be used to scale premium capacity, strengthen protection layers, and preserve liquidity while supporting long-term family objectives.
Why do we manage our money daily but only pay attention to our health once a year? This topic explores the “data gap” in how we track what matters, and why relying on annual check-ups often means catching problems late. It introduces a practical mindset shift—treating health like an asset—by using simple, regular measurements to spot trends early and make smarter day-to-day decisions.
Gain practical knowledge on safeguarding wealth through offshore trusts, structuring cross-border investments, and exploring global business prospects.
Labuan Foundation & Trust — where you’ll discover how Labuan’s robust framework supports asset protection, estate planning, and financial confidentiality for global families.
Discover how Premium Financing, Insurance & Trust work together to optimize wealth protection and legacy planning.
Insurance and trust structures are increasingly used in Singapore, Hong Kong, and Malaysia to unlock cross-border investment opportunities. By combining insurance solutions with private trust planning, individuals and families can achieve wealth preservation, asset protection, and efficient succession, while also accessing tax-efficient investment strategies. This approach offers both stability and flexibility, making it a powerful tool for high-net-worth individuals navigating today’s complex financial landscape.
Learn how property investment offers potential returns and business expansion in one of the world’s most dynamic cities.
This event brings together trade experts, and entrepreneurs to explore Dubai’s appeal as a global business hub.
Through this session, Ms. Thum will demystify the key benefits of setting up in these jurisdictions
📅 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.
