Offshore Trust — BVI & Hong Kong Trust Structures

ota may2026

Offshore Trust — BVI & Hong Kong Trust Structures

Event Information

📅 Date: 14-May-2026 (THU)
🕕 Time: 14:00 – 15:00
📍 Venue: 37-3A & 37-05 Menara Eco World (formerly known as Menara The Stride)
* Free parking for the first three hours – LaLaport
🔖 Fee:  Free

The talk is free this month! Limited-time offer – don’t miss out!

Event Outline

Enabling Cross-Border Wealth Preservation for Multi-Generational Families

Offshore trust structures have become central pillars in modern wealth preservation, especially for families operating across multiple jurisdictions. This session clarifies how BVI and Hong Kong trust frameworks support long-term protection, governance continuity, and tax-efficient asset allocation in an increasingly complex global environment.

We will examine the strategic roles these structures play within multi-generational planning, including how they interface with operating businesses, investment portfolios, and global mobility considerations.

 

Key areas of focus include:
  1. Structural differences between BVI and Hong Kong trusts and when each is appropriate
  2. Governance mechanisms, control features, and asset-protection dynamics
  3. How offshore trusts complement family-office strategies and cross-border wealth holding
  4. Practical use cases commonly adopted by HNW and UHNW families


This session is designed for advisers, family-enterprise leaders, and private-wealth professionals seeking a clear, technical understanding of how offshore trust jurisdictions integrate into modern legacy planning. It offers a strategic, implementation-driven perspective for families navigating international assets, succession needs, and long-term wealth governance.

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Mr. Benn Lee

Business Development Manager of Timeless International Family Office

Benn Lee is a Business Development Manager at Timeless International Family Office, with over 15 years of experience across Private Wealth Advisory, offshore trust planning, and family office services. His background spans banking, insurance, and asset management, where he has delivered bespoke financial solutions to high-net-worth individuals and institutions.

Benn was consecutively recognized as a Million Dollar Advisor at one of Malaysia’s top investment banks and achieved Million Dollar Round Table (MDRT) qualification during his time in the insurance sector. These distinctions reflect his ability to craft strategic, results-driven investment and wealth preservation plans.

At Timeless, Benn plays a key role in business expansion, advising on tax-efficient structures, cross-border investments, and succession planning. His clientele includes prominent families seeking support on intergenerational wealth transfer and multi-jurisdictional trust structuring.

A frequent speaker and consultant, Benn is known for his analytical depth, market insight, and regional network—helping clients navigate complex financial landscapes while securing long-term legacy and impact.

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Ms. Diyana

Business Development Manager of Timeless International Family Office

Diyana is a highly accomplished Business Development Manager and Speaker, specializing in Private Equity, Family Office and Offshore Trust consultation. With over a decade of experience in investment strategies and business expansion, she has successfully structured multimillion-dollar wealth management, advised high-net-worth clients on wealth preservation, and driven market growth through strategic partnerships.

As a dynamic speaker, Diyana has delivered impactful presentations on business development, sales strategies, and financial planning, inspiring professionals and organizations alike. Her expertise in negotiation, networking and market expansion has contributed significantly to the growth of the brands she represents.

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With a team of seasoned professionals across key financial centers such as Singapore, Hong Kong, Shenzhen, Taipei, Kuala Lumpur, Dubai, London, Vienna, Geneva, the British Virgin Islands, the Cayman Islands, and the Marshall Islands, we recognize the significance of preserving family legacies and are dedicated to helping you achieve a seamless and sustainable transfer of wealth across generations.

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Past Event

offshoretrust hk turst structure

Offshore Trust — BVI & Hong Kong Trust Structures

Event Information

📅 Date: 16-Apr-2026 (THU)
🕕 Time: 14:00 – 15:00
📍 Venue: 37-3A & 37-05 Menara Eco World (formerly known as Menara The Stride)
* Free parking for the first three hours – LaLaport
🔖 Fee:  Free

The talk is free this month! Limited-time offer – don’t miss out!

ota bvi january2026

Offshore Trust — BVI & Hong Kong Trust Structures

Event Information

📅 Date: 8-Jan-2026 (THU)
🕕 Time: 14:00 – 15:00
📍 Venue: 37-3A & 37-05 Menara Eco World (formerly known as Menara The Stride)
* Free parking for the first three hours – LaLaport
🔖 Fee:  Free

The talk is free this month! Limited-time offer – don’t miss out!

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