Dates: July 2021
Location: Hosted Online
The Forum’s Steering Committee welcomes a select group of up to 48 preeminent legal advisors, trustees, private bankers, and CPAs, who advise HWN & UHNW Asia-Pacific families on estates, trusts and tax law, to explore common issues, exchange ideas and resolve challenges you all face.
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.
This elite group, comprised of experts in the field, personally nominates all invitees and develops the Agenda, which forms the basis of our discussions.
Before starting Aequitas, Seow Chee has spent more than 20 years in the tax and financial services industry specializing in tax investigation, trust and family succession planning. Her expertise centres on advising families on their succession planning, philanthropic effort and sustainable investing. She is adept in formulating their family offices and governance processes. In the most recent years, Seow Chee has been sharpening her focus on family office space, supporting Singapore and international clients. Through her various roles in the Singapore’s trust professional body, Society of Trust and Estates Practitioners (STEP), Seow Chee is well apprised of the rapid evolving tax and family office landscape both in Singapore and the international space. Through her leadership, she was instrumental in raising the professional standards of trust professions in the industry. She was Chairperson between 2012 to 2015 and from 2015 to 2017, she held STEP Council Representative position for Singapore and Malaysia. She is constantly at the forefront to learn and share with industry peers. She is also well connected with the other industry partners whom she works with to deliver holistic solutions to clients’ needs. With her prudent and astute technical competence, clients see her as the go-to person whom they can trust for advice and to deliver effective solutions that meet their sophisticated planning needs.
Prior to founding her firm, Seow Chee was the Managing Director and Head of Wealth Advisory South East Asia at J P Morgan Private Bank, Singapore. She had previously held senior positions in HSBC Trustee Singapore and Equity Trust Singapore (now known as TMF Group). She started her career with Inland Revenue of Singapore as a tax investigator. Apart from work, Seow Chee spends time with family on outdoor activities such as biking and camping. She believes in recycling for environmental sustainability.
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.
Jessica has a Bachelor’s Degree from McMaster University in Art History, Criticism and Conservation. A seasoned event and marketing manager, she has executed live engagements globally in the legal, technology, financial, not-for-profit and consumer products industries for many of the world’s leading organizations. Prior to joining Cambridge Forums, Jessica worked in conference management, specializing in executive events for C-Suite executives, Board members and VIP clients. A fluid communicator, Jessica utilizes her leadership skills and passion for creating flawless participant experiences as a Forum Director, focusing on programs in private wealth and antitrust. A food & wine aficionado, Jessica is also accredited with the Wine and Spirit Education Trust (WSET) Level 2 Award in Wine & Spirits. When she’s out of the office, Jessica enjoys hot yoga, skiing and travel.
Built on genuine interactions and spontaneous connections, the Forum is an unparalleled opportunity for preeminent leaders in international wealth management.
"The Forum is a gathering of the leading private client advisors and trustees from around the world. The format of free-flowing roundtable discussions and debate is unique among conferences and the topic and discussions are maintained at the highest level."Basil Zirinis Sullivan & Cromwell London, United Kingdom
"Very Special. A meeting place for professionals with different backgrounds and nationalities who are pursuing the common goal of providing the best advice to their clients – highly recommended. Invitation of qualified practitioners guarantees the quality of the conference."Chris Potter Senior Counsel SETE SA Geneva, Switzerland
“A select group of experts in complementary areas (such as tax, trust business, etc) debating on current and practical issues relating to private wealth word, all in a very friendly and courtious [sic] atmosphere. Great forum.”Chokri Bouzidi Head of Tax Praxio Legal Luxembourg