PUBLICATIONS & PRESENTATIONS

• Speaker, “Essentials for Effective Succession & Estate Planning for Family Businesses”, Kuala Lumpur, Malaysia, Society of Trust and Estate Practitioners (STEP) Conference, June 27, 2024.

• Speaker, “Global Estate And Succession Planning – A Holistic Approach”, Online, Banco De Oro (BDO) Private Bank, November 10, 2021.

• Speaker, “Private Wealth & Family Business Client Seminar: Introduction to Global Estate Planning”, Kuala Lumpur, Malaysia, organized by Shearn Delamore & Co., September 17, 2019.

• Speaker, “Introduction to Labuan Foundation Seminar”, Kuala Lumpur, Malaysia, organized by Rockwills Business Solutions, June 21, 2019.

• Speaker, “Crazy Rich Asians? Dynamics of Family Business”, Singapore, Inter-Pacific Bar Associations Annual Conference, April 26, 2019.

• Speaker, “Family Business Succession”, Hong Kong, conducted by Labuan International Business and Financial Centre ( Labuan IBFC), July 13, 2018.

• Speaker, “Global Estate And Succession Planning – A Holistic Approach”, Cebu City, the Philippines, Banco De Oro (BDO) Private Bank, June 8, 2018.

• Speaker, “Global Estate And Succession Planning – A Holistic Approach”, Davao City, the Philippines, Banco De Oro (BDO) Private Bank, June 7, 2018.

• Speaker, “Global Estate And Succession Planning – A Holistic Approach”, Makati City, the Philippines, Banco De Oro (BDO) Private Bank, June 5, 2018.

• Author, “Building Legacy on a Foundation – Part I”, INSIGHTPLUS Labuan IBFC, October 2017

• Speaker, "An Emerging Practice Area: Global Estate Planning and Tax Considerations," Kuala Lumpur, Malaysia, conducted by Continuing Professional Development Bar Council Malaysia, July 10, 2017.

• Panelist, "Global Estate Planning for Asian High Net Worth Individuals," Auckland, New Zealand, Inter-Pacific Bar Associations Annual Conference, April 9, 2017.

• Speaker, "Private Wealth Management beyond Legal Traditions and Conventions," Auckland, New Zealand, conducted by Labuan International Business and Financial Centre (Labuan IBFC), April 5, 2017.

• Speaker, "Private Wealth Management beyond Legal Traditions and Conventions," Kuala Lumpur, Malaysia, conducted by Labuan International Business and Financial Centre (Labuan IBFC), March 16, 2017.

• Speaker, "Wealth Management Beyond Legal Traditions: A Study of Foundations vs. Trusts", Hong Kong, conducted by Labuan International Business and Financial Centre (Labuan IBFC), October 20, 2016.

• Speaker, "Wealth Management Beyond Legal Traditions: A Study of Foundations vs. Trusts", Hong Kong, conducted by Labuan International Business and Financial Centre (Labuan IBFC), October 19, 2016.

• Speaker, "Building Legacies & Business Succession: Understanding the Fundamentals of Holistic Global Estate Planning", Taipei, Taiwan, conducted by Labuan International Business and Financial Centre (Labuan IBFC) in conjunction with TMF Group, October 18, 2016.

• Speaker, "Wealth Management Beyond Legal Traditions: A Study of Foundations vs Trusts", Labuan, Malaysia, conducted by Labuan International Business and Financial Centre (Labuan IBFC), October 6, 2016.

• Speaker, "Wealth Management Beyond Legal Traditions: A Study of Foundations vs Trusts", Singapore, conducted by Labuan International Business and Financial Centre (Labuan IBFC), September 29, 2016.

• Panelist, “Succession, Legacy And Preservation: Challenges And Opportunities”, Hong Kong, ASEAN Road Show 2015 conducted by Labuan International Business and Financial Centre (Labuan IBFC), October 20, 2015.

• Speaker, “Unlocking The Potential of Labuan Trusts: A Focus On Special Trusts,” Jakarta, Indonesia, Wealth Management For Managers Seminar conducted by Labuan International Business and Financial Centre (Labuan IBFC), October 1, 2015.

• Speaker, “通过信托和基金会挑战‘富不过三代’”, Kuala Lumpur, Malaysia, Seminar jointly conducted by Nanyang Siang Pau and Labuan International Business and Financial Centre (Labuan IBFC), September 29, 2015.

• Speaker/Panelist, "Wealth Management for Managers," Kuala Lumpur, Conference conducted by Labuan International Business and Financial Centre (Labuan IBFC), June 16, 2015.

• Speaker, "Building Legacies: Family Business Succession in Southeast Asia," Jakarta, Presentation jointly organized by The Economist and Labuan International Business and Financial Centre (Labuan IBFC), January 29, 2015.

• Speaker, "Building Legacies: Family Business Succession in Southeast Asia," Singapore, Presentation jointly organized by The Economist and Labuan International Business and Financial Centre (Labuan IBFC), January 27, 2015.

• Speaker, "The 3rd Offshore Investment Conference Singapore," January 21, 2015.

• Presenter, "Holistic Global Estate Planning," Singapore, Masterclass conducted by Labuan International Business and Financial Centre (Labuan IBFC), January 20, 2015.

• Panelist , “ASEAN Wealth Management Summit, 2014,” Singapore, November 18, 2014.

• Speaker/Panelist, "Private Banking & Family Office Summit Asia 2014," Shanghai, May 14-15, 2014.

• Author, "Holistic Global Estate Planning - A Balanced Equation," Q-Report, 2nd Edition, 2013.

• Co-Author, "A Closer Look at Malaysia," Business in Vancouver, Asia Pacific, May 21-27, 2013.

• Presents regularly at private briefings and seminars, both abroad and locally, for bankers, prospective clients and other interested groups, on holistic global estate planning and immigrant tax planning.

• When in practice in Malaysia, appeared as a speaker at various seminars on topics relating to legal aspects of initial public offering, legal due-diligence review and corporate governance.