Stevenson, Wong & Co. presented at Allbright Law Office on wealth management, succession planning and investment immigration
On 15 August 2014 led by Stevenson, Wong & Co. partners Mr. Hank Lo and Mr. Eric Lui, our Ms. Connie Yeung and Mr. Peter Loo delivered presentations at the Hong Kong Plaza Office of Allbright Law Office in Shanghai entitled “Contemporary Wealth Succession” and “Immigrant Investor Programme”. In addition to lawyers of the Hong Kong Plaza office, the presentations were also joined by lawyers from other Allbright offices through video conference.
Ms. Yeung discussed the key issues in wealth management and succession as well as the strengths and limitations of the various wealth management tools such as wills, insurance, offshore companies and trust. Ms. Yeung also highlighted the merits of using offshore private trust in assets management.
Mr. Loo gave a detailed presentation on worldwide immigrant investor programmes, covering jurisdictions of Malta, Portugal, Australia, United States, St. Kitts and Nevis, Antigua and Barbuda and Hong Kong. Mr. Loo underlined the advantages of the different programmes, discussed the usual questions from investment immigration clients and handed out practical guidance materials to the participants.
The presentations were well-received and the participants found them informative and practical.
Mr. Hank Lo
Mr. Eric Lui