跨境财富规划: 跨境资产的传承与保障

Cross-Border Wealth Management: Safeguarding Investments and Succession Planning

Date 5 August 2021, Thursday
Time  3.30 pm to 4.30 pm (MYT)
Fees Complimentary


* We will send the zoom link one day before the webinar

* If you have any questions, please email to Wan.Elham@my.tricorglobal.com or Beatrice.Lee@my.tricorglobal.com

随着全球形式的不断变化, 全球华人在过去的20年间一直在不断创造财富的同时,也在不被多样化的投资机遇吸引。



本小组探讨的是企业家们该如何搭建国际传承架构,税务处理与金融支持,建立一个具有可延续性的家族企业, 达到增值、保障与保值同兼顾!

Along with the growth of the world economy, Chinese entrepreneurs globally have been creating wealth in the last 20 years. In tandem with that, they have also been exploring a range of diverse investment opportunities. Hence, they have been expanding their corporate footprint via investments into various regions that grew their wealth. 

Nevertheless, with the onset of age and as the family diaspora grows across borders, Chinese entrepreneurs increasingly face challenges around the sustainability of cross-border family businesses and asset inheritance. 

This panel will discuss cross-border inheritance structure, tax planning, financial planning as well as how entrepreneurs could establish a succession plan that facilitates wealth creation, protection and preservation.

Speaker Profile:


Serene Liaw , Manager, Labuan IBFC
廖予嫣, 纳闽国际商业和金融中心子公司经理

 Lai Heow Gran

Lai Heow Gran, Director of Asset Management Products and Wealth Management,
Asia Pacific Investment Bank 
黎浩然, 亚太投资银行资产管理和财富管理部门负责人

Steven Koh photo-1-1

Steven Koh, Partner – Audit & Assurance, BOD
许扬威, 立信会计师事务所​合伙人

Catherine Yuan 2021

Catherine Yuan, Trust Officer and Executive Director, Tricor Labuan
钟宝琳, 卓佳集团马来西亚-纳闽区执行董事