Forum for

Asia-Pacific Wealth Advisors

March 13 - 15, 2024 Bugis Junction, Singapore
Received an invitation or already a member of the Forum? Login to view further details.
Forum

Overview

The Forum’s Steering Committee welcomes a select group of up to 44 preeminent legal advisors, trustees, private bankers, and CPAs, who advise HNW & UHNW Asia-Pacific families on estates, trusts and tax law, to explore common issues, exchange ideas, and resolve challenges everyone faces.

Using candid, seminar-style discussion, this Forum identifies trends and developments in every jurisdiction for meaningful dialogue on the most pressing issues facing clients today.

2024 Steering Committee

This elite group, comprised of experts in the field, personally nominates all invitees and develops the Agenda, which forms the basis of our discussions.

Committee Members

  • Dean C. Berry Cadwalader, Wickersham & Taft LLP New York, United States
  • Joanna Caen Carey Olsen St Peter Port, Guernsey, Channel Islands
  • Christine Fleer Arnold Bloch Leibler Melbourne, Australia
  • Alfred Ip Hugill & Ip Solicitors Hong Kong, China
  • Abhijit Joshi Veritas Legal Mumbai, India

    Abhijit Joshi is the Founding and Managing Partner of Veritas Legal, with a noteworthy career spanning almost three decades. He specialises in Private Client, Mergers and Acquisitions, and Private Equity.

     

    Over the years, Abhijit has advised various business houses and promoter families on wealth and estate planning, including the formation and operations of trusts and succession planning. He has represented high-net-worth individuals on wealth preservation and business succession structures including wills, trust deeds, family agreements, applications for regulatory approvals and testamentary proceedings.

     

    Abhijit has been recommended by Legal500 for Private Client; recognised in India Business Law Journal’s “A-List: India’s top 100 lawyers”; recommended in the RSG India Report 2017 and 2019; ranked in the top tier for Corporate/M&A by Chambers & Partners (Global & Asia-Pacific); recognised as a “Highly Regarded” M&A lawyer by IFLR1000; and recommended for Private Client, M&A and Corporate Governance by Who’s Who Legal. He also won the Financial Times Innovation Award (Asia-Pacific) for a complex merger transaction.

     

    Abhijit is a member of the Bar Council of Maharashtra and Goa, India; the Bombay Incorporated Law Society; the Law Society of England and Wales; the Entrepreneurs Organization; and the Young Presidents’ Organization. He is also on the advisory board of the Oberoi International School.

  • Paul Knox JP Morgan Hong Kong, China

    Paul Knox is a Managing Director and Senior Wealth Advisor of J.P. Morgan Private Bank in Asia. He has been based in Hong Kong since Novemeber 2019. He joined J.P. Morgan over 17 years ago from Ernst and Young LLP where he was a Director and head of the Private Client Services group in London. He was also Chairman and founder of the Ernst & Young International Private Wealth Group.

     

    He has 40 years’ experience in advising wealthy individuals and families on a wide range of family governance and succession planning issues issues as well as domestic and international tax and estate planning.

     

    He also has wide experience in advising philanthropists on both tax and structuring issues in relation to charitable giving. Paul was Vice Chair of the UK Charity Philanthropy Impact for over 10 years.

     

    Mr. Knox graduated from Durham University and practiced as a UK Solicitor. He is a member of the STEP and has served as Co-Chair of its International Committee. He was also a member of the STEP Family Buisiness Committee and the technical committee. He was recently named among the top 150 global advisors in the private wealth community in the Private Client Global Elite Directory. He writes, lectures and participates in webinars on a full range of private client topics on a regular basis.

  • Edmund H.M. Leow Dentons Rodyk Singapore

Forum Director

  • Kristina K. Govan Senior Forum Director Cambridge Forums Toronto, Canada [email protected] M: +1 416 818 3724

    Kristina is a graduate of the University of Toronto and is accredited as a Certified Meeting Professional (CMP), a globally recognized badge of excellence in the meeting and event industry. Prior to joining Cambridge Forums, Kristina worked for the Toronto International Film Festival where she successfully planned and hosted events for high-level donors, corporate clients and film stars. Outside the office, Kristina is passionate about learning new things, being outdoors, trying new cuisines and exploring the world one country at a time.

CONNECT. ENGAGE. EXCEL. This is a different event, unlike any you've attended

Built on meaningful interactions and genuine connections, the Forum is the premiere gathering for preeminent leaders in international wealth management.

STILL UNSURE?

Learn why people return year after year

Hear how our participants describe the practical benefits of our forums.

Kristina K. Govan

Senior Forum Director

Telephone

+1 416 818 3724

Email

[email protected]Email Kristina K.

Video Overlay
Account Login Log in to view your upcoming forums, download materials, update your personal information and more.
Reset Password Enter the email address associated with your account, and we’ll email you a link to reset your password.
Password Reset Email Sent An email has been sent to . Follow the directions in the email to reset your password.
Set Your Password to Log in An email has been sent to . Follow the directions in the email to set your password and log in.
Two-Factor Authentication A message with a verification code has been sent to your device. Please enter the code to continue.
Two-Factor Authentication An email with a verification code has been sent to you. Please enter the code to continue.

Terms of Use

The Site is for your personal use only. As a condition of your use of the Site, you agree:

 

  1. To keep your registration and contact information up to date at all times;
  2. To keep your password for the Site and any Communities confidential and not to share any such password with any person or entity;
  3. Not to use the Site for any purpose that is unlawful under applicable law, or prohibited by these Terms of Use;
  4. Not to defame or disparage any person or entity, or make comments of an obscene, derogatory or offensive manner or otherwise use the Site or its Content in a way that brings us or any third party into disrepute, or causes us to be liable to any third party;
  5. Not to reverse engineer, decompile, copy, modify, distribute, transmit, license, sublicense, display, revise, perform, transfer, sell or otherwise make available to any third party or otherwise publish, deep-link, create derivative works from, or exploit in any way the Site or its Content except as permitted by us under these Terms of Use, the Communities Terms of Use or any Rules;
  6. Not to use the Site to distribute viruses or malware or other harmful software or HTML code or other similar material;
  7. Not to represent or suggest that we endorse any other business, product or service unless we have separately agreed to do so in writing; and,
  8. That you are solely responsible for all costs and expenses you may incur in relation to your use of the Site and shall be solely responsible for keeping your password and other account details confidential.

 

We reserve the right to terminate, prevent or suspend your access to the Site if you do not comply with any part of these Terms of Use, the Communities Terms of Use, any Rule or any applicable law.

 

Please review the Website Terms of Use for details on Ownership, Use and Intellectual Property Rights, Trade-marks, Software, Submitting Information to the Site, Communication with Us or Other Users, Accuracy of information and availability of the Site, Hyperlinks and Third-Party Sites, Warranties, Limitation of Liability, and Cookies.

 

By clicking “I Agree”, you agree to be bound by these Terms of Use and the other terms, conditions, and documents referred to in them. If you do not agree with or accept any of these Terms and Conditions, you should cease using the Site immediately. If you have any questions about the Site or these Terms of Use, please contact [email protected].