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We are delighted to partner with Appleby to host an exclusive event on Tuesday 18 June 2024. Over a networking lunch, guests will hear about Jersey trust structures that facilitate wealth preservation for Asia-based clients, as well as Jersey foundations and the family office ecosystem.

If you would like to register your interest in attending this event, please contact a member of the events team.

Speakers

Maria McDermott › Market Development Consultant – Asia, Jersey Finance
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Maria is a fellow of the Association of Chartered Certified Accountants and an associate member of the Chartered Governance Institute.

Born in Jersey, she has more than thirty years’ experience working in the international finance industry and is experienced in investment funds, private wealth, corporate services and IPOs.

She is the China representative for Jersey Finance, splitting her time between Shanghai and Hong Kong SAR. Having been based in Asia for more than ten years, Maria brings a wealth of experience in the Asia market, having worked for one of the top offshore law firms in Hong Kong SAR before working for a number of financial services businesses in both Singapore and Shanghai.

 

Richard Grasby

Richard Grasby Partner, Hong Kong at Appleby

Richard Grasby is a Partner in Appleby’s Hong Kong office, leading the Private Client, Trusts and Family Office practice. Richard advises trustees, ultra-high net worth individuals, private trust companies and family offices on the establishment, restructuring and administration of trusts. He regularly assists in estate administration, succession planning and family governance. Private clients and family offices instruct Richard to advise on the use of corporate vehicles for asset holding and succession planning purposes. Richard is an expert in regulatory law including AML, AEOI, economic substance, sanctions and licensing and risk management for trust companies. He also advises on collective investment funds, particularly unit trusts and private label funds. Richard has acted for many of the world’s leading trust companies, financial institutions, wealthy individuals and related structures. He has experience with dealing with clients and advisors across the globe.

Carrie Tang

Carrie Tang China Private Market Lead Partner, Tax & Business Advisory Services at PwC

Carrie has been providing tax advisory services in Mainland China for more than 20 years and has professional and practical experience in serving clients. Carrie is specialized in providing PRC and overseas tax planning and advisory services to ultra/high-net-worth individuals, their families, connected business and family offices. She assists clients in accumulating, preserving and transitioning their wealth, business and legacy to the next generation in an effective manner. Carrie also has extensive experience in serving corporations in respect of their tax issues pertaining to their investment, operations, restructuring, expansion and IPOs. Her experience includes the development of tax strategies, advisory on tax optimized operational and investment structure and the related corporate restructuring, tax risk assessment and planning, handling of tax controversy, etc.

Agenda

Agenda

Agenda

Agenda

12.30 pm

Registration and Networking

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Jersey for Private Wealth

  • Maria McDermott, Market Development Consultant – Asia, Jersey Finance
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12.40 pm
12.50 pm

Jersey Trust Law and Jersey Foundations and Family Office Ecosystem

  • Richard Grasby, Partner, Hong Kong, Appleby
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PRC Management and Control Issues

  • Carrie Tang, China Private Market Lead Partner, Tax & Business Advisory Services, PwC
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1.10 pm
1.30 pm

Q&A and Networking

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Event Ends

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2.00 pm
Event Partners