Dates: March 13 - 15, 2024
Location: Bugis Junction, Singapore
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.
This elite group, comprised of experts in the field, personally nominates all invitees and develops the Agenda, which forms the basis of our discussions.
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 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.
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.
Built on meaningful interactions and genuine connections, the Forum is the premiere gathering for preeminent leaders in international wealth management.
"As always, the Forum provides participants with a truly invaluable opportunity to learn from peers around the world and the Asia-Pacific region in a truly practical, pragmatic and participatory manner. The sessions are excellent and the discussions held at the Forum continue to inform my day-to-day practice in many ways."Rahul Sharma Partner Fasken Martineau DuMoulin LLP Toronto, Canada
“It was an excellent platform for fellow practitioners to exchange views and bounce ideas on planning strategies. It was an interesting and engaging two days.”SeowChee Goh Managing Director Aequitas Advisory Pte Ltd. Singapore
"A unique opportunity to spend an extended period of time discussing topical issues with subject matter experts from around the region and the world."Joanna Caen Counsel Carey Olsen St Peter Port, Guernsey, Channel Islands
"The Forum was fantastic in terms of design and the quality of knowledge and experience of the practitioners. It made for a more relevant event for relatively senior and experienced practitioners and enabled more in-depth interaction."Radhika Gaggar Partner; Co-Head private client practice Cyril Amarchand Mangaldas Mumbai, India