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Wealth Strategies in Global Transformations

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Summary

Let’s Grow Together

Through a multifaceted and pragmatic lens, participants will engage in a candid discussion of the available options, gaining valuable insights into navigating uncertainty and securing their futures.

Get yourself Inspired

The current environment of international political and economic volatility is presenting significant challenges for investors and entrepreneurs. As a result, many successful business leaders and individuals with substantial assets are re-examining their long-term tax and financial strategies. This re-evaluation extends beyond simply making business choices; it encompasses a more fundamental reassessment of lifestyle goals, wealth preservation strategies, and intergenerational planning.
This event leverages the expertise of highly skilled and pragmatic international professionals to provide an in-depth exploration of these evolving dynamics.

Program:

09:30 - 11:00

Successful Transitions in Family Businesses - Unlocking the Path to Happiness

Moderated by Natalia Luchkova, TaxTeam, Netherlands

As a business owner, planning for the future and orchestrating a smooth transition from operational activities to involving family members in management is crucial. In this interactive session, we will explore the intricacies of personal strategy, providing valuable insights and practical guidance for a successful transition. Topics covered include recognizing the right time to step back, developing skills for family members, establishing clear roles and decision-making frameworks, fostering collaboration and open communication, and addressing potential challenges. Our expert panelists will share real-life case studies and best practices, equipping you with actionable strategies for this critical phase of your business journey.

11:15 - 12:30

Exit Strategies - Opening New Doors to Success

Moderated by Katerina Haslam-Jones, PHJ Partners LLP, UK

Exit strategies are integral to every business owner’s journey, whether transitioning to the next generation or considering a sale. This session offers valuable insights and practical guidance on effective exit planning. Explore two primary exit strategies: transitioning the business to the new generation and selling the business. Our speakers will guide you through essential steps including business preparation, identifying potential buyers, conducting valuations, and navigating negotiations. Through a captivating case study, gain insights into maximizing value and ensuring a seamless transition.

 

14:00 - 15:30

International Relocation - Embracing New Horizons of Tax Optimization

Moderated by Walter Andreoni, Lawyalty Avvocati Associati, Italy

In our globalized world, international relocation is increasingly viewed as a means of tax optimization. This session provides a comparative analysis of intriguing jurisdictions offering attractive tax regimes for genuine tax residency. Esteemed speakers will present specific features and opportunities in popular destinations, particularly suited for high-net-worth families. Delve into the mechanics and key considerations of these regimes to evaluate the best alignment with individual circumstances.

 

15:45 - 17:00

Wealth Management Strategies - Navigating Instruments and Jurisdictional Dynamics

Moderated by Julia Charlton, Charltons, Hong Kong

Wealth management is vital for asset security and growth, and understanding available instruments is crucial for informed decision-making. This session explores various instruments such as family offices, funds, and banks, along with the general regulations and jurisdictional competition shaping the industry. Topics covered include an overview of wealth management instruments, regulatory landscape exploration, and analysis of competitive factors between jurisdictions. A compelling case study will demonstrate the strategic utilization of instruments and jurisdictions for wealth preservation and growth.

Venue:

The event will occur at the most famous and charming private club in Hong Kong – The Foreign Correspondents’ Club.

The FCC offers an unparalleled blend of history, elegance, and intellectual vitality. Nestled within the historic Ice House, a beautifully preserved colonial-era building in Central, the FCC invites you to enter a world where the past and present seamlessly converge.

Established in 1943, the Club is more than just a social venue—it’s a living archive of Hong Kong’s rich history and its role as a global hub. The architecture exudes old-world charm, with high ceilings, intricate woodwork, and walls adorned with historic photographs, each telling a story of the city’s vibrant past. The ambience within these storied walls is intimate and grand, evoking a sense of timeless elegance that is truly unique.

 

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Date

November 11th, 2024

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Venue

Hong Kong

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Website

https://hnwi-planning.com/

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