Masterclass on Cases in International Taxation of UHNWI, Family Offices and Trusts with Cross-Border Investments
29 October 2026
Join the 2-day Masterclass on 29–30 October 2026 exploring international taxation, tax planning and compliance for UHNWI, family offices, trusts and cross-border investments through real-world case studies.
As private wealth becomes increasingly global, the tax, structuring and compliance issues surrounding ultra-high-net-worth individuals (UHNWI), family offices, trusts and cross-border investments are becoming increasingly complex.
This intensive two-day Masterclass provides a 360° analysis of the international taxation of UHNWI with family offices, trusts and cross-border investments, covering international tax frameworks, tax transparency and reporting, international tax planning, private wealth structures and the implications of Global Minimum Taxation (Pillar Two: GloBE). 1789970558394
Through extensive real-world case studies, participants will examine the international taxation, tax planning and compliance considerations affecting Asian and European UHNWI, including individuals from China, Indonesia, Malaysia, Germany and other jurisdictions, alongside family office and wealth structures spanning Singapore, Hong Kong, Switzerland, Liechtenstein, Luxembourg, the UAE and beyond.
Why Attend?
This Masterclass offers an opportunity to:
Navigate complex cross-border private wealth tax issues involving internationally mobile individuals and assets.
Work through practical case studies involving multiple jurisdictions and wealth structures.
Examine UHNWI, family office, trust and investment structures from both taxation and planning perspectives.
Understand international tax transparency and reporting requirements affecting complex private wealth structures.
Explore evolving international tax planning considerations, including cross-border investments and insurance products.
Learn from experienced specialists across academia, legal practice, tax, wealth planning and family office management.
Event Details
Date: 29–30 October 2026
Time: 9.00am–5.30pm
Venue: Tax Academy of Singapore Hub
Format: In-person Masterclass
Registration: Full programme or modular half-day registration
Programme
Day 1: International Taxation of UHNWI with Family Offices and Cross-Border Investments: 360° Analysis
Morning Session
360° International Tax Landscape and International Tax Compass
International Tax Framework of UHNWI, Wealth Structures and Cross-Border Investments
International Wealth Tax Planning and Private Wealth Management for UHNWI with Wealth Structures
International Taxation of Wealth Structures and Family Offices under Global Minimum Taxation (Pillar Two: GloBE)
Afternoon Session
International Taxation of UHNWI with Wealth Structures and Cross-Border Investments
Case studies include:
International Taxation of Asian UHNWI with Singapore Family Offices and Asian Investments
International Taxation of European UHNWI with Liechtenstein Wealth Structures and Global Investments
International Taxation of Chinese UHNWI with Singapore vs. Hong Kong Family Offices and Asian Investments
Day 2: International Tax Planning and Compliance of UHNWI with Private Wealth Structures: 360° Analysis
Morning Session
360° International Tax Transparency and Tax Reporting of UHNWI with Private Wealth Structures
International Tax Transparency and Tax Reporting Framework of UHNWI with Complex Private Wealth Structures
Case Study: International Tax Transparency and Reporting of Asian UHNWI with Singapore vs. Hong Kong Family Offices
Case Study: International Tax Transparency and Reporting of Global UHNWI with Switzerland, Liechtenstein, Luxembourg and UAE Family Offices
Afternoon Session
International Tax Planning of UHNWI with Private Wealth Structures
Case studies include:
International Tax Planning of Chinese UHNWI with Singapore Family Offices and Asian Investments
International Tax Planning of Indonesian UHNWI with Singapore Family Offices and Asian Investments
International Tax Planning of Malaysian UHNWI with Singapore Family Offices and Asian Investments
International Tax Planning of Asian UHNWI with Insurance Products
Final Session
Navigating Trends in International Taxation of Private Clients
Exploring UHNWI with private and philanthropic wealth structures and various cross-border and impact investments.
Who Should Attend?
This programme is designed for professionals working with private wealth and internationally mobile clients, including:
Tax professionals
Tax advisors
Family office professionals
Private bankers
Wealth planners and wealth advisors
Trust and fiduciary professionals
Lawyers and legal advisors
Private client professionals
Professionals advising UHNWI on cross-border investments and wealth structures
The programme brochure specifically identifies professionals in family offices, private banking, trust and fiduciary services, advisory and wealth planning as its intended audience.
Speakers
Professor Martin Wenz
Chair for Business Taxation and the Laws of International and Liechtenstein Taxation
University of Liechtenstein
Mr Edmund Leow, SC
Senior Partner
Dentons Rodyk & Davidson LLP
Ms Goh Eng Cher
Family Office COO
Tamarind Global
Mr Han Junwei
Counsel
Allen & Gledhill LLP
Ms Chan Xue Pei
Partner, Tax – Singapore
Forvis Mazars
Mr Kevin Ng
Partner
Dentons Rodyk & Davidson LLP
Ms Joanna Jiang
Partner
East & Concord Partners, Shanghai
Mr Charlie Chai
Tax Partner
Ganus Law Firm, Shanghai
Programme Fees
Full Programme — 2-Day Masterclass
Early-Bird Fee
S$1,500 per participant, excluding GST
Standard Fee
S$1,600 per participant, excluding GST
Modular Registration — Per Half-Day Session
Early-Bird Fee
S$400 per participant, excluding GST
Standard Fee
S$450 per participant, excluding GST