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Multigen Wealth Legacy Planning and Family Offices
Florence is an esteemed entrepreneur and the 3rd generation principal of Koh Family Trust, which focuses on governance matters, restructuring, intra-familial relationship management, asset preservation and growth as well as effective transitions across generations.
She founded A. Shepard Steward & Koh Pte Ltd, a family advisory and management business that focuses on direct private investments, joint ventures and collaborations with family businesses and corporate partners. She is a Principal in ICG, a global consultancy in unbundled internal consulting and corporate training solutions.
She holds the post of Vice Chairman in Circle International Holdings Pte Ltd, a global edutech and education consultancy and learning management systems group.
Wealth Succession for High Net Worth Clients
HNWI Leave A Legacy 2 – New Dynamic Solutions
Wealth Transfer of Real Estate for Financial Services Professionals
Swee Yong is the CEO and the Key Executive Officer of International Property Advisor Pte Ltd. From Nov 2013 to Nov 2016, he was concurrently the CEO of Century 21 Singapore.
Prior to running his own practice, he was a Director in the Real Estate Centre of Expertise at Société Générale Private Banking, responsible for advising clients on real estate investments, the Director of Marketing and Business Development at Savills Singapore and the General Manager at Far East Organization’s Indonesia office.
He holds an MBA in Marketing from University of Hull, UK, and completed his BSc in the Imperial College, University of London, UK and the Institut Louis Pasteur, Université de Strasbourg, France. Swee Yong’s opinion is regularly featured in the Straits Times, Business Times, 新明日报, 联合早报, Channel NewsAsia, TODAY, etc.
He has written 6 books on the property market: Real Estate Riches, Building Your Real Estate Riches, Real Estate Realities, Weathering a Property Downturn, Preparing for a Property Upturn and The Future of Real Estate. He is one of very few property agents who has been appointed as adjunct faculty at the Lee Kong Chian School of Business in the Singapore Management University (for both Master and Bachelor courses), at the Department of Real Estate in the National University of Singapore and at the School of Design and Environment in Ngee Ann Polytechnic.
Lee Chiwi is the Chief Executive Officer of PreceptsGroup International Pte Ltd and Chairman of Estate Planning Practitioners Limited (EPPL). He was called to the Bar of & Wales as a Barrister-at-Law in 1986 and admitted as an Advocate & Solicitor of Singapore in 1988. He worked in various law firms in Singapore for some 16 years focused in the areas of corporate, funds and private client work. He was appointed Chief Executive of British and Malayan Trustees Limited, then a public listed trust company from 2006 to 2007. In 2008, he joined the Rockwills Group in Singapore as Chief Executive to spearhead Rockwills’ business in Estate Planning, Wills, and Trusts. In 2019, in a management buy- out of Rockwills Singapore, he became its substantial owner and the group was renamed as the PreceptsGroup. He is a TEP member of the Society of Trust and Estate Practitioners and was Chairman of the Singapore STEP Branch (2014/15). He was also designated ChT (Chartered Trustee) by the Singapore Trustees Association in 2015, a title borne only by senior trust practitioners in Singapore. Chiwi is the author of various books including “PreceptsGroup Succession and Trusts in Wealth Management”, 4th Edition, 2021; and “Drafting of Trusts and Will Trusts”, with James Kessler Q.C., 2nd edition, 2015. He has been invited to speak at many forums, including organizers such as STEP, FPAS, CFA Society Singapore, the IBF and given training on trust structures to tax officers at the Inland Revenue. He has also been adjunct faculty with the Singapore Management University, lecturing in the MSc Program in Wealth Management, (Estate Planning and Tax).
Precepts Trustee Ltd
Mr. Mun Kid graduated with a law degree from the University of London.
He has a Certifcate in Trust Services (CTS) with Wealth Management
Institute (WMI), Nanyang Technological University.
He is the head of department for trust in Precepts Trustee Ltd and has
been appointed as a resident manager under criteria set out by MAS for a
licensed trust company. He manages the setting up and administration of trust in Precepts Trustee Ltd and assists clients in their estate and trust planning.
Prior to joining Precepts Trustee Ltd, Mun Kid was a manager in the legacy planning department in Rockwills Trustee Bhd (Malaysia) taking charge of setting up private trusts for clients. Since 2011, Mun Kid has been actively involved in estate planning for multitude of clients and has extensive experience in setting up trusts for families in Malaysia and Singapore.
AEPP® Certification programme
Tax Planning in Wealth Management for Financial Services Professionals
Director, Asset Management and Private Wealth Tax Lead with CLA Global TS.
He graduated from Murdoch University, Western Australia in Bachelor of Commerce (Accountancy). Shaun is a member of CPA Australia and an accredited Tax Practitioner (Income Tax), Singapore Chartered Tax Professionals. He is also an affiliate with the Society of Trust and Estate Practitioners.
Shaun has varied expertise in the areas of Singapore and international taxation, with a specific focus in private wealth and fiduciary structuring matters. He has also accumulated noteworthy industry experience with a Taiwanese start-up which allowed him to gain greater appreciation of back-office operations and issues pertinent to SMEs. Shaun now assumes primary responsibility in providing customised private wealth tax products/ solutions and structuring for HNWIs and family businesses.
His current portfolio comprises public-listed companies, multinationals and companies from the fund and private wealth industry. In Shaun’s past and present roles, he has provided tax compliance services to a range of clients spanning across industries such as insurance, fund management, trusts, sports, media, manufacturing and shipping; and tax advice with respect to fund, carry, trust structuring, cross border investments, stamp duty reliefs, withholding taxes, permanent establishments, employee remuneration schemes and transfer pricing.
Charitable and Philanthropic planning for Wealth Advisers
Yvonne Tan is the Group Legal Counsel with PreceptsGroup International Pte Ltd. She holds a Bachelor of Laws (LLB) Hons from the National University of Singapore and was admitted to the Singapore Bar in 1985. Yvonne has 37 years of experience in legal counsel and corporate compliance training and has conducted corporate training over the last 10 years in the areas of competition law compliance, anti-corruption compliance training and data privacy and protection. She has 10 years of work in management and governance of charity/ IPC as part of the governing board in Charitable organization. She has served extensively in community services. Up till 2021, Yvonne served as a Board Member of the Kampong Kapor Community Services (KKCS), a social service organisation which is a member of the National Council of Social Services and an Institution of a Public Character. She also served as a member of the Singapore Law Reform Committee until 2021 and is an accredited mediator of Singapore Mediation Centre.
Prior to joining PreceptsGroup, Yvonne practised law with Bih Li & Lee LLP and Shook Lin & Bok LLP. She was a Legal Counsel with ExxonMobil Asia Pacific Pte Ltd, where she handled diverse legal matters in areas of corporate restructuring including Exxon-Mobil merger, purchase and sale of assets, engineering and construction projects, joint venture agreements, and other commercial contracts, claims and disputes resolutions. She had principal law responsibility for ExxonMobil’s downstream Indonesia and Korea for several years. Her other prior experience includes banking and commercial litigation, family and matrimonial issue advisory and disputes.
On the academic side, Yvonne lectured the Law of Contracts module for the Singapore Institute of Chartered Secretaries and Administrators in the earlier years of her career. She has conducted corporate training over the last 10 years in the areas of competition law compliance, anti-corruption compliance training and data privacy and protection.
Charitable and Philanthropic planning for Wealth Advisers
Jane Binks is the Senior Director in Yale-NUS College, Singapore. She has over 20 years’ experience in strategic planning, project management and capacity building. She is a dynamic and transformational leader with a proven record in building partnerships with multiple stakeholders to effect change and create impact. As an experienced strategist with a passion for learning, systems thinking, organisational vision mapping, and synthesizing inputs/ resources, she has been driving actions to attain future state or goals for organisations. In her current role, she has developed and began to implement Yale-NUS College’s 10-year fundraising strategic plan. During her stint with the National Museum of Singapore, she aligned and directed the fundraising activities of four of Singapore’s national museums.
With a deep knowledge of the charity sector and donor landscape, Jane has been a trainer, panellist, and moderator for numerous organisations. She was a panel speaker addressing a group of 160 Financial Services practitioners in the Estate Planning & Wealth Succession Asia Forum where she delved into the philanthropy trends and developments in Singapore and globally. She holds a Master’s in Management, Economics and Politics, from the University of St. Andrews, and a Bachelors in English Literature from the University of California, Santa Cruz.
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