STEP Asia Conference 2019 | STEP – Advising Families Across Generations | 4 November 2019 | Marina Bay Sands, 10 Bayfront Ave, Singapore 018956

Evolving legislation, stricter regulatory demands, information transparency and tax compliance continue to hit the headlines with the latest being the economic substance test. The same-old, tried and tested, can no longer be relied upon for the future. In this annual Asia conference, we will deep dive into the changing macro landscape and its signifi cance to high net worth families and trust and estate practitioners.

We will begin Day 1 with a macro overview of the drivers impacting the trust industry – a critical look at the impending implementation of economic substance, the interplay of CRS, FATCA and BEPS on families and advisers and technology as an enabler to compliance. We will also place a spotlight on “Inside China”, and how recent tax changes are shaping the wealth planning trajectory for the world’s fastest growing private wealth. With the imploding regulatory changes aimed at transparency, we will discuss whether trusts continue to be fi t for purpose, review opportunities and challenges for the private trust company and explore the “Variable Capital Company”, which is set to be a game changer to the asset & wealth management space in Singapore.

On Day 2, we will put our lens into the micro landscape, deep dive into the evolved and evolving needs of families and the opportunities to be captured. Beyond structures, we will delve into governance in family values, nuptial agreements, art under trusteeship, evolution of Islamic inheritance, and philanthropy through donor advised funds. Amidst complexities lie opportunities. We look forward to seeing you at the conference in Singapore.

2019 Speakers

Julia Abrey
TEP, Withers LLP

Sim Bock
Eng TEP, WongPartnership LLP

John Canady
National Philanthropic Trust UK

James Carleton
Farrer & Co LLP

Keith Barrett Carter
National University of Singapore, School of Computing

Aseem Chawla
TEP, ASC Legal

Lionel Choi
TEP, LGT Bank (Singapore) Ltd / STEP Council Representative for Singapore and Malaysia

Armin Choksey
PwC LLP

Sean Cortis
TEP, Chapman Eastway

Peter Cotorceanu
TEP, GATCA & Trusts Compliance Associates LLC

Marcus Dearle
Bryan Cave Leighton Paisner

Farah Deba Mohamed Sofian
TEP, Wong Lu Peen & Tunku Alina

Bernard Fung
Credit Suisse

SeowChee Goh
TEP, Co-Chair of Organising Committee

Raymond Gwee
TEP, UBS Trustees (Singapore) Ltd.

Richard Hay
TEP, Stikeman Elliott (London) LLP

Erin Hulme
Bill & Melinda Gates Foundation

Mustafa Hussain
Accuro Fiduciary

Melanie Ison
TEP, PraxisIFM Nerine (Hong Kong) Limited

Marcus Leese
TEP, Ogier

Conrad Lim
LGT Bank (Singapore) Ltd

Catherine Loh
Community Foundation of Singapore

Jason Mi
Ernst & Young

Simon Morgan
TEP, Chair of STEP Worldwide

Ryan Myint
TEP, Penningtons Manches Cooper

Yann Mrazek
TEP, M/HQ

Peter Ni
TEP, Zhong Lun Law Firm

Ashley Ong
TEP, Lion Trust (Singapore) Ltd

James Price
Stewarts Law

Kurt G Rademacher
TEP, Butler Snow LLP

Suzanne Reisman
TEP, Law Offices of Suzanne M Reisman

Gideon Sanitt
Macfarlanes, UK

Gurbachan Singh
TEP, GSM Law LLP

Paul Stibbard
TEP, Sequent (U.K.) Limited

Elspeth Talbot
Rice QC, XXIV Old Buildings

Colin Tan
Family Justice Courts

Desmond Teo
EY, Singapore

Mark Walley
CEO of STEP Worldwide

Kelvin Won
Economic Development Board

Linda Wong
TEP, Kensington Trust Singapore Limited

Valerie Wu
TEP, Co-Chair of Organising Committee

2019 Sponsors

GOLD SPONSORS:
• Lombard International
• Guernsey

SILVER + MEMORY STICK:
• Invest Samoa

SILVER SPONSORS:
• Jersey Finance
• Rakicc
• Ministry of financial services

BRONZE:
• BDO
• Butterfield
• Cook islands finance
• IPG
• Touchstone
• IQ EQ
• Rawlinson & Hunter

REGISTRATION BOOTH SPONSOR:
• CA Advocates

EXHIBITORS:
• Alhambra
• Alliance
• BVi Finance - Asia
• Crest Bridge
• Finance Isle of Man
• LOM
• Maples Group
• PPLI Asia
• SDTC
• Thatcher
• Vistra
• Boslil Bank

COLLATERALS:
• Equiom
• InterTrust
• Royal Bank of Canada

DIGITAL:
• Zedra

NETWORKING:
• Investors Europe
• Praxis IFM
• Prime Portfolio