03 May 2018
Drafting legislation to establish a single family office platform for a middle eastern financial centre.
Trust and estate planning for a prominent Asian family in conjunction with family law advice in advance of a member of the family’s marriage.
Advising seven members of an Asian family spanning 2 generations in relation to the setting up of a private trust company (PTC). The PTC acts as trustee of a master trust which will hold the family office, the family business and the family investment entity. The beneficiaries of the master trust are a series of ‘feeder’ trusts established for the benefit of the family members and a number of charitable entities. The family have also established a sophisticated governance structure including a family council and family constitution.
Advising a Middle Eastern family in connection with the review of the various family structures and the ownership of family assets following the sudden death of the patriarch, including considering, in conjunction with Counsel, whether any transactions entered into by the patriarch were caught by the death sickness rules.
England and Wales, 1991
British Virgin Islands, 2012
‘Cross-Border Wills And Their Increasing Importance’, Wealthbriefing - November 2017, author
Society of Trust and Estate Practitioners - member of the board of the Hong Kong branch
‘China, Hong Kong and Singapore: Succession and Estate Planning - An Overview’, STEP London - 4 October 2017, panellist
‘Family offices in Mainland China, Hong Kong and the rest of Asia’, STEP Asia Conference - 2016
‘UK tax update: Residential Property and Non dom rules’, STEP seminar - September 2016
‘UK tax changes to residential property’, IPG seminar - April 2016
‘UK commercial real estate investment’, Withers seminar - January 2016
‘Wills with fine wine’, Hong Kong Football Club seminar - December 2015
‘Update re UK tax issues’, Seminar for J P Morgan - September and December 2015