Private Trust Seminar 2017

“SUCCESSFUL PRESERVATION OF WEALTH ACROSS GENERATIONS”

Saturday, 26 August 2017

Pacific Trustees Berhad (PTB) had organised a Seminar entitled “Successful Preservation of Wealth Across Generations” in The Club, Bukit Utama, Bandar Utama, Petaling Jaya Kuala Lumpur on 26 August 2017, Saturday.

The seminar commenced with the opening remarks delivered by the Chairman of Pacific Trustees Group, Tan Sri Datuk Amar Steve Shim.

The seminar began with the lively presentation by Ms Azwah Mohamad Noor, Director, Biz Dev (Singapore), Labuan IBFC entitled “Labuan Trust & Foundation: Securing Family Wealth for Future Generations”.  The second speaker was MR Raymond Tay, Wealth Planning Director, Phillip Wealth Planners who led the session on “Wealth Planting & Nurturing your Future Wealth”. Mr Chan Jau Yuan, Group Client Manager, Pacific Trustees Bhd kick-started the second session following a short Tea Break and Networking on “Philanthropy”. The forth speaker at the seminars was Mr Joshua Kuan, Advocate, Messrs Joshua & Associates who spoke on “Why Corporate Executor for your Will ?”. Following which, Mr Richard Chow, General Manager/Compliance Manager, Pacific Trustees Singapore Ltd, who led the session on “Successful Wealth Preservation across Multiple Generations”. Dr Haji Aziz Hassan, Associate Director, Pacific Trustees Bhd who was the last speaker of the day spoke on “Special Focus: Islamic Family Business Succession & Legacy Planning”.

The seminar created an awareness to participants of different types of Trust structure to preserve business / family wealth across generations. Participants were given an overview of the salient features of Labuan Trust & Foundation, Wealth Planting, and Philanthropy.

The seminar, which attracted overwhelming attendance of 108 participants consisting of PTB’s various business partners and members of the public, had received positive feedback.