Masterclass on Cases in International Taxation of UHNWI, Family Offices and Trusts with Cross-Border Investments

Why Attend?

This Masterclass offers an opportunity to:

• Navigate complex cross-border private wealth tax issues involving internationally mobile individuals and assets.

• Work through practical case studies involving multiple jurisdictions and wealth structures.

• Examine UHNWI, family office, trust and investment structures from both taxation and planning perspectives.

• Understand international tax transparency and reporting requirements affecting complex private wealth structures.

• Explore evolving international tax planning considerations, including cross-border investments and insurance products.

• Learn from experienced specialists across academia, legal practice, tax, wealth planning and family office management.

Event Details

Date: 29–30 October 2026
Time: 9.00am–5.30pm
Venue: Tax Academy of Singapore Hub
Format: In-person Masterclass
Registration: Full programme or modular half-day registration

Programme

Day 1: International Taxation of UHNWI with Family Offices and Cross-Border Investments: 360° Analysis

Morning Session

360° International Tax Landscape and International Tax Compass

• International Tax Framework of UHNWI, Wealth Structures and Cross-Border Investments

• International Wealth Tax Planning and Private Wealth Management for UHNWI with Wealth Structures

• International Taxation of Wealth Structures and Family Offices under Global Minimum Taxation (Pillar Two: GloBE)

Afternoon Session

International Taxation of UHNWI with Wealth Structures and Cross-Border Investments

Case studies include:

• International Taxation of Asian UHNWI with Singapore Family Offices and Asian Investments

• International Taxation of European UHNWI with Liechtenstein Wealth Structures and Global Investments

• International Taxation of Chinese UHNWI with Singapore vs. Hong Kong Family Offices and Asian Investments

Day 2: International Tax Planning and Compliance of UHNWI with Private Wealth Structures: 360° Analysis

Morning Session

360° International Tax Transparency and Tax Reporting of UHNWI with Private Wealth Structures

• International Tax Transparency and Tax Reporting Framework of UHNWI with Complex Private Wealth Structures

• Case Study: International Tax Transparency and Reporting of Asian UHNWI with Singapore vs. Hong Kong Family Offices

• Case Study: International Tax Transparency and Reporting of Global UHNWI with Switzerland, Liechtenstein, Luxembourg and UAE Family Offices

Afternoon Session

International Tax Planning of UHNWI with Private Wealth Structures

Case studies include:

• International Tax Planning of Chinese UHNWI with Singapore Family Offices and Asian Investments

• International Tax Planning of Indonesian UHNWI with Singapore Family Offices and Asian Investments

• International Tax Planning of Malaysian UHNWI with Singapore Family Offices and Asian Investments

• International Tax Planning of Asian UHNWI with Insurance Products

Final Session

Navigating Trends in International Taxation of Private Clients

Exploring UHNWI with private and philanthropic wealth structures and various cross-border and impact investments.

Who Should Attend?

This programme is designed for professionals working with private wealth and internationally mobile clients, including:

• Tax professionals

• Tax advisors

• Family office professionals

• Private bankers

• Wealth planners and wealth advisors

• Trust and fiduciary professionals

• Lawyers and legal advisors

• Private client professionals

• Professionals advising UHNWI on cross-border investments and wealth structures

The programme brochure specifically identifies professionals in family offices, private banking, trust and fiduciary services, advisory and wealth planning as its intended audience.

Speakers

Professor Martin Wenz

Chair for Business Taxation and the Laws of International and Liechtenstein Taxation
University of Liechtenstein

Mr Edmund Leow, SC

Senior Partner
Dentons Rodyk & Davidson LLP

Ms Goh Eng Cher

Family Office COO
Tamarind Global

Mr Han Junwei

Counsel
Allen & Gledhill LLP

Ms Chan Xue Pei

Partner, Tax – Singapore
Forvis Mazars

Mr Kevin Ng

Partner
Dentons Rodyk & Davidson LLP

Ms Joanna Jiang

Partner
East & Concord Partners, Shanghai

Mr Charlie Chai

Tax Partner
Ganus Law Firm, Shanghai