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An Enduring Family Legacy – Integrating the "Soft” and “Hard" Elements
Tuesday 21 February 2017, 13:00 - 17:30

About this Seminar

Most, if not all, business families want to check the boxes to ensure a successful transition to the next generation. Given that family dynamics are unique to each, a bespoke approach is often required. The half-day workshop aims to delve into the 'soft and hard' elements of strategic succession planning, ranging from the setting of governance principles to reflect values, to the deliberation of the various legal approaches to hardwire the principles of engagement, and tax considerations in the restructuring of asset ownerships.

Seminar Programme

1.00 – 1.55pm

Registrations & Standing Buffet Lunch

1.55 – 2.00pm

Opening by Seminar Chair

Ms. Cathryn Lau – Treasurer, STEP Singapore Branch;

Director, Strategic Clients in the Office of the Divisional Vice Chairman, UBS AG

2:00 – 2:45pm

The “Soft" Element

-       Overview, trends in succession planning for Ultra High Net Worth Families and their planning considerations and needs

-       Objectives, purpose and content of the Family Constitution

-       Family and corporate governance framework

-       Navigating through the family's engagement principles

2:45 – 3.00pm


3.00 - 3.45pm

The "Hard" Element – Part I

-       The legal considerations in hardwiring the principles of the Family Constitution

-       Overview and the respective arguments for and against the various structuring approaches

-       The principles of non-compete for exiting family member

3.45 - 4.00pm


4.00 - 4.20pm

Coffee Break

4.20 - 5.10pm

The "Hard" Element – Part II

-       Tax considerations in the restructuring of asset ownership

-       Common challenges faced in restructuring of existing structures

-       Balancing tax efficiency with governance effectiveness                                              

5.10 - 5.25pm

Q&A      ­­


Closing Remarks


Registration  Fees

Membership Type


Members of STEP 


Chartered Institute for Securities and Investment (CISI) Singapore, CFA Singapore, CPA Australia, CPA Singapore/ISCA, 

International Fiscal Association (IFA), Law Society of Singapore, Singapore Corporate Counsel Association (SCCA),

Singapore Trustees Association (STA), Singapore Association of the Institute of Chartered Secretaries and Administrators (SAICSA) 





About the Chairperson

Ms Cathryn Lau - Treasurer, STEP Singapore Branch; Director, Strategic Clients in the Office of the Divisional Vice Chairman, UBS AG

Cathryn Lau is Director, Strategic Clients with UBS AG. In her role in the Office of Divisional Vice Chairman, she is responsible for the development and acquisition of the bank's ultra-high net worth clients. She assists in structuring of bespoke solutions to address the wealth management and corporate needs of clients. Prior to this, Cathryn was Senior Wealth Planner with UBS responsible for supporting inter-generational succession planning needs of wealth management clients in the Singapore and Indonesian markets. In her wealth planning role, she provided wealth planning advice to clients with complex family relations, substantial listed company holdings and multi-jurisdictional connections in relation to their trust structuring, succession, liquidity and governance and charitable objectives. During her 15 years of experience in the financial industry, Cathryn has held various positions in global banks, including Societe Generale and HSBC, in the area of wealth planning and trust administration.

Cathryn holds a Bachelor of Business Administration degree from the National University of Singapore, majoring in Finance She is currently the Treasurer of the Society of Trust and Estate Practitioners, Singapore branch and is also actively serving in various charitable and community service programmes.

About the Speakers


Ms. Kylie Luo -  Executive Director, BDO LLP

Kylie leads BDO’s Asset Management and Private Wealth Tax practice in Singapore.  She has over 16 years of experience in Singapore and international tax. Prior to joining BDO in 2015, she was a tax partner with a Big Four firm.   Kylie has worked on a broad range of tax advisory assignments involving cross-border tax planning, private wealth structuring, due diligence, post-deal restructuring, supply-chain modelling, incentive negotiation, transfer pricing, alternative investments, debt offerings, permanent establishment issues, etc.

Kylie has also served a wide range of clients from different industries with particular expertise in fund and trust structuring, serving family offices and financial institutions with tax advice on their investments as well as assisting high net worth families with their tax, trust and estate planning issues on a multijurisdictional basis.  Clients and fellow professionals have regularly endorsed her versatility within the taxation field, where she delivered projects of diverse technical nature. Kylie is qualified as both a Chartered Accountant and Accredited Tax Advisor: Income Tax (Singapore).  Kylie also holds an Honours degree in Accounting and Finance from Monash University in Australia. Kylie is regularly involved in various international tax seminars held in the region, and has also frequently published articles on taxation in the press.


Mr. Ng Siew Quan - Asia Pacific Entrepreneurial and Private Clients Leader, PwC Singapore

Siew Quan leads the Entrepreneurial and Private Clients practice in Singapore and Asia Pacific. With over 25 years of experience, Siew Quan continues to work with family owners and key management to professionalise both business and family, with a focus on managing business ownership complexities through proper governance.

In addition, Siew Quan leads the PwC Asia Pacific Centre for Family Business Excellence where he works alongside regional leaders and a global network of family business experts to mitigate risks and preserve business harmony for families and entrepreneurs. He has shared his expertise and participated in numerous panel discussions and working groups surrounding family governance.  Siew Quan is active in the local Chinese business community.


Ms. Dawn Quek – Principal, Baker & McKenzie.Wong & Leow

Ms Dawn Quek, Principal at Baker & McKenzie.Wong & Leow, has more than 14 years of international tax and wealth management experience. She has worked in both the Singapore and Hong Kong offices of Baker & McKenzie.

Dawn’s practice focuses on providing international tax advice for multinational corporations and financial institutions on cross-border transactions and on restructurings.

Dawn also advises wealthy families  and family offices on their tax and estate planning issues and is the Asia Pacific representative on Baker & McKenzie's Global Wealth Management steering committee. She is a member of the Executive Committee of the Singapore Trustees Association.


Ms. Sim Bock Eng – Head, Specialist & Private Client Disputes Practice; Partner, Banking & Financial Disputes and Private Wealth Practices, Wong Partnership LLP

Ms Sim’s main area of practice is in civil litigation, which includes banking and finance, property, employment, family, and matrimonial law and trusts, succession and probate law. She is also a regular speaker at various conferences and seminars on topics relating to trust, succession planning and mental capacity. Bock Eng graduated from the National University of Singapore and is admitted as an advocate and solicitor of the Supreme Court of Singapore and to the Roll of Solicitors of England and Wales. She has a Joint Master of Business Administration and Laws. 

Bock Eng serves on the Disciplinary Panel for CPA Australia. She is appointed as a Mediator with The Small Claims Tribunal, Singapore as well as a tutor for Probate in Preparatory Course Leading to Part B of the Singapore Bar Examinations. Bock Eng has also been appointed a Commissioner for Oaths and a Notary Public. Bock Eng is recognised in Asia law Leading Lawyers as a leading lawyer in the area of Trusts & Estates. She is also the winner of the ILO Client Choice Awards 2012 for Litigation in Singapore. This award recognises lawyers around the world who stand apart for the excellent client care they provide and the quality of their service.


Download brochure HERE.


Location :1 Marina  Boulevard, NTUC Centre, Level 9, Room 903, S 018989
Contact :STEP Secretariat, This email address is being protected from spambots. You need JavaScript enabled to view it.
Registrations are now closed

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