SPEAKERS - STEP · also the Chief Information Officer and Machine Learning Lead at Datarama, a Fintech start-up. He is the author of Amazon Bestseller Actionable Intelligence: A guide

SPEAKERS

Julia Abrey TEP, Withers LLP, UK

Julia Abrey, a solicitor and partner in Withers LLP London, heads its multi jurisdictional

elder law and Court of Protection team. As chair of STEP's cross border Mental Capacity

Special Interest Group, Julia has a particular interest in international and cross—border

mental capacity matters. She is a regular writer and lecturer on elder law topics and one

of the two UK members of the US National Academy of Elder Law Attorneys Inc. A top

rated Court of Protection practitioner in Legal 500 and Chambers 2016/17, Julia was the

STEP Trusted Advisor of the Year 2015/16.

Sim Bock Eng TEP, WongPartnership LLP, Singapore

SIM Bock Eng heads the Specialist & Private Client Disputes Practice and is a Partner in

the Private Wealth Practice at WongPartnership LLP. She has over 20 years of experience

in trusts, estate and family laws.

Bock Eng is a leading Trusts & Estates lawyer in Asialaw Leading Lawyers and a

recommended lawyer in the areas of Dispute Resolution and Private Wealth in The Legal

500: Asia Pacific. She is appointed as a Mediator for the Small Claims Tribunal of

Singapore and is a tutor for Probate in Preparatory Course Leading to Part B of the Singapore Bar

Examinations.

Simon Bruce, Farrer & Co, UK

Simon is trained as a mediator, and practises as a collaborative lawyer in international family

law cases. He advises UK and international individuals, families, trustees, beneficiaries and

family offices. His cases involve complex children, and confidentiality and pre-marital

agreements, trust and tax.

Simon’s track record for obtaining the best outcome for his clients has seen him involved in

four family law cases that have reached the Supreme Court in England, and one in

France. This includes the landmark children and abduction cases Re A (Children) (AP), Re

B (A Child), Radmacher re prenups, and Prest re corporate veil.

Romain Caillaud, Asia Group Advisors, Singapore

Romain Caillaud is a director at Asia Group Advisors. Based in Singapore, he provides

strategic advice to clients and oversees Asia Group Advisors' project execution teams

across the region. He has worked extensively in extractive industries, telecoms and

technology, financial services, and the food & beverage industry.

Caillaud has lived in Asia for more than ten years, including seven in Myanmar during which

he established the Yangon office of Vriens & Partners, a government relations advisory firm.

He holds a degree in Burmese language and previously served as President of the French-

Myanmar Chamber of Commerce. Caillaud is considered a leading expert on Myanmar politics and

economics, and is frequently quoted in international publications and news channels.

Prior to joining Asia Group Advisors, Caillaud was a Senior Director at FTI Consulting in Singapore. He

provided financial institutions, multinational corporations and law firms with intelligence and advice to

understand, assess and mitigate reputational, regulatory and political risks affecting their operations in

Southeast Asia and the wider Asia Pacific region.

Caillaud holds a Masters degree in International Affairs from Sciences Po Paris. He was an exchange

student to the University of Pennsylvania in the United States and to Waseda University in Japan. Caillaud

is fluent in English and his native French, and conversant in Burmese.

Prof Keith Carter National University of Singapore, School of Computing, Singapore

Keith Carter’s mission is to “Help Business succeed with Actionable Intelligence”. Keith is

an Associate Professor at the NUS School of Computing, preparing students and

workforce with innovative thinking and get them ready to deliver business solutions

integrating data visualization and machine learning. He is also the Actionable Intelligence

Senior Strategist at KBC Global Partners, helping senior leaders to develop data driven

business strategy; leveraging big data and develop capabilities to seize opportunities;

leading digital transformation across Finance, Banking, Fintech and Supply Chain. He is

also the Chief Information Officer and Machine Learning Lead at Datarama, a Fintech

start-up. He is the author of Amazon Bestseller Actionable Intelligence: A guide to

delivering Business Results with Big Data, Fast! Keith's mission is to help others succeed, through his work

in lecturing, writing, mentoring and consulting. In his previous roles, he has worked with Accenture, KPMG,

Goldman Sachs and Estee Lauder. Keith received his MBA from Cornell University.

Aseem Chawla TEP, Phoenix Legal, India

Aseem is Partner, Tax Practice Leader based out of New Delhi office of Phoenix

Legal. His areas of expertise are taxation, including international taxation, private

client and business advisory. He is India Bar Council member, fellow, Institute of

Chartered Accountants of India, STEP member, and is certificate holder of the Tax

Policy program of Harvard Kennedy School.

Aseem’s experience includes advising large Indian and multinational corporate houses on tax matters,

including international tax, inbound & outbound investment structuring, cross-border tax issues. He has

represented them on tax litigation matters before various appellate for a. He advises families on variety of

matters such as estate planning, inheritance & governance matters. He has consistently been recognized

as a leading lawyer in Asian region.

Ambassador Chan Heng Chee, Singapore University of Technology and Design, Singapore

Ambassador Chan is Chairman of the Lee Kuan Yew Centre for Innovative Cities in the

Singapore University of Technology and Design, Chairman of the National Arts Council,

Member of the Presidential Council for Minority Rights, a Member of the Constitutional

Commission 2016 and Deputy Chairman of the Social Science Research Council.

Ambassador Chan is a Member of the Board of Trustees of the National University of

Singapore and a Member of the Yale-NUS Governing Board. She serves as a Member

of the Executive Board of the Chinese Cultural Centre. She is a Member of the

Advisory Council of Temasek Foundation Connects.

Ambassador Chan serves as a Trustee of the Asia Society, New York and a Member of the

International Advisory Panel, AXA Group, GIE AXA, Paris (France).

She was Singapore’s Ambassador to the United States and Singapore’s Permanent Representative

to the United Nations with concurrent accreditation as High Commissioner to Canada and

Ambassador to Mexico.

Adam Clark, JP Morgan Chase, USA

Adam Clark is Global Head of Trusts and Estates at J.P. Morgan Private Bank,

overseeing approximately $160 billion in assets across the globe. One of the

industry’s recognized trust and estate professionals, he leads approximately 500

employees who advise and support clients’ legacy planning and management.

A leading fiduciary specialist, Mr. Clark has held various leadership positions in the

industry. As Chairman, Chief Executive Officer and President of Goldman Sachs

Trust Company, he led a team that operated in five jurisdictions and oversaw $24 billion in assets. During

his tenure, he also served as Head of International Strategic Wealth Advisory, where he worked directly

with the firm’s most sophisticated clients. Previously, Mr. Clark spent nearly a decade with WTAS LLC,

formerly Arthur Andersen, where he focused on tax planning issues for families with multi-jurisdiction

considerations, including multiple citizenships and residencies, as well as global business and investment

interests.

A graduate of the University of Liverpool, with a Bachelor of Laws in English and German Law, Mr. Clark

lives with his family in New Jersey.

Jason Collins, Pinsent Masons LLP, UK

Jason is one of the leading tax practitioners in the UK and represents corporates

and ultra-high net worth individuals during tax enquiries and investigations,

including taking cases to litigation before the tax and higher courts.

Jason also represents clients under criminal investigation including representation at "dawn raids" and

interviews under caution.

He has a particular expertise around the exchange of information and international cooperation, and

advises trustees, banks and governments on issues arising from the OECD's Common Reporting Standard.

Jason sits on the Management of Taxes Committee of the Chartered Institute of Taxation and is

consistently top ranked in Legal 500 and Chambers, where he is described as a "fantastic name in the

market.

Jonathan Conder TEP, Macfarlanes LLP, UK

Jonathan is a partner in the private client department of Macfarlanes. He advises

international private clients, trustees, private banks and family offices on all aspects of

international tax, trust, estate and succession planning and on philanthropic matters.

Typical clients range from high-net-worth entrepreneurs and their families who are

resident in Asia or resident in the UK but non-UK domiciled, taking in the trusts, other

structures and financial instruments such clients use to hold their business interests or

manage their wealth.

“Peers further praise him as ‘the best of the best, with a breath-taking reputation in this market’.” Chambers

Global 2017

Sean Cortis TEP, Chapman Eastway, Australia

Sean Cortis is the CEO of Chapman Eastway. Sean has over 30 years’ practice experience

and specialises in family office, estate and succession planning, business advisory and

taxation services. He has worked with many prominent families on matters of family

governance and structures, including the design and implementation of family office

infrastructure, applying his learnings as a former CEO of a US based single family office

firm.

Sean is a recognised thought leader in the family office arena and regularly writes and

presents on topics that are challenging for families. He has a special interest in Asia and has an acute

understanding of the bespoke cultural and business entrepreneurship issues relevant to Asian families.

Sean serves on the STEP Steering Committee for Business Families, and is a Chartered Tax Adviser and

member of the ICAA in Australia. He has a Bachelor of Commerce in Accounting from UNSW and a

certificate in Fiduciary Governance from the Thunderbird School of Global Management. Sean also serves

as the Chairman for Epilepsy Action Australia.

Cass Goh, Silverglobal, Malaysia

Ms. Goh spent 12 years in the United States and returned to join the Silverlake Private Entities in 2014

In her current role in Silverlake Private Entities, Ms. Goh participates in the evaluation of investment

opportunities as well as in a wide range of corporate initiatives and has todate contributed to the strategic

new acquisitions to enhance the Silverlake Private Entities' Digital Economy offerings. She is also

spearheading several corporate initiatives focusing on growth and value creation in the Silverlake Private

Entities.

Prior to Silverlake, Ms. Goh worked at Cornerstone Research, a leading U S. based economic consulting

firm which provides analytical support and expert testimony in complex litigation and regulatory

proceedings. As an economic consultant, she analysed litigation cases involving market manipulation in the

Financial Services, Energy and Commodities sectors. She also conducted investment decisions analysis

involving complex foreign tax, auction rate securities and mortgage backed securities. The analysis

produced were used to backup testifying experts' reports for large litigation cases involving class-action

lawsuits, U.S. Futures Commodity Trading Commission, Securities Exchange Commission and Department

of Justice.

Ms. Goh graduated from Duke University in 2010 and holds a Bachelor Degree in Economics and

Mathematics (Dean's List).

Ms. Goh currently holds directorships in a number of private companies. She does not hold any

directorships in other listed companies.

Seow Chee Goh TEP, JP Morgan, Singapore

Seow Chee Goh, Managing Director and Head of the Wealth Advisory

South East Asia at J.P. Morgan Private Bank, is dedicated to serving the

international tax, trust, succession and strategic planning needs of our

clients. Based in Singapore, she is responsible for the firm’s Wealth

Advisory practice and will be advancing the firm’s efforts to develop

customized and leading edge wealth planning products and solutions for

clients, especially in the areas of trust structuring, multi-jurisdictional tax

planning, estate and family office planning as well as philanthropy.

Seow Chee has 16 years of practical experience working in trust

companies. Prior to joining J.P. Morgan, she was a Senior Director at

HSBC Trustee Singapore, advising clients on estate planning issues and

handled a wide spectrum of clients from Singapore, Malaysia, Indonesia,

India, Japan and Europe.

Prior to that, Seow Chee was with Equity Trust Singapore (now known as TMF Group), where she

set up the Equity Trust Group’s Singapore office and subsequently set up their trust

company in Singapore duly licensed by Monetary Authority of Singapore. While in trust practice, she was

invited to speak at clients’ seminar organized by banks and she was also

invited to speak to industry participants. She has extensive knowledge on Singapore taxation issues

while working as a Tax Investigator with the Inland Revenue Authority of Singapore.

Seow Chee graduated with a degree in accountancy from National University of Singapore. She served 3

years as Chair of STEP Singapore Branch (“Society of Trust and Estate Practitioners”) from 2011 to 2014.

She is also the Council Representative for STEP Singapore and STEP Malaysia to STEP Worldwide.

Richard Hay TEP, Stikeman Elliott (London) LLP

Richard Hay is a tax and financial regulation partner at Stikeman Elliott (London) LLP.

Richard acts for financial institutions, private clients and high net worth families on cross-

border estate and tax planning. He also advises professional and private equity firms on

policy related to financial regulation and cross border tax data exchange. Richard served

as chair of the London-based STEP International Committee for ten years and is a

member of the STEP Public Policy Committee. He is counsel to IFC Forum, which

represents the principal professional firms in the British offshore centres.

George Hodgson, STEP, UK

George Hodgson is CEO at STEP, the worldwide professional body for those specialising

in advising families across generations. Prior to joining STEP he held senior policy

positions at the Association of British Insurers, the main UK insurance industry trade body,

and served on the staff of the Treasury Committee of the UK House of Commons. These

posts followed a career in investment banking that spanned over 20 years as a top rated

economist and investment strategist in London. Mr Hodgson holds degrees in economics

and has authored many articles and research reports on trusts, taxation and investment

issues.

Kim Kit OW, Bird & Bird ATMD LLP, Singapore

Kim Kit is a partner in the Banking & Finance group of Bird & Bird, based in

Singapore

Her practice encompasses advising clients on issues relating to financial regulatory

matters advice, corporate, investment and private banking and Fintech.

She has spent a number of years working in-house, at Scotiabank and Credit Suisse,

where she advised on the legal aspects of investment and private banking product

development, transactions and documentation. Kim Kit also worked as Senior Legal

Counsel at the Monetary Authority of Singapore (MAS) where she was involved in the

development calibration and drafting of Singapore's banking laws and regulations and

the development of the wealth management, intermediaries and trust industry in Singapore.

Kim Kit was appointed as the Asian regional director for the International Chamber of Commerce (“ICC”)

International Court of Arbitration and ICC Dispute Resolution Services in December 2009. In that role, she

was responsible for promoting ICC’s dispute resolution services throughout South and East Asia and

Australasia. She was then appointed the Managing Director of the ICC Academy and was responsible for

the setting up of its operations and e-Learning platform.

Prijohandojo Kristanto, PB Taxand, Indonesia

Mr. Prijohandojo Kristanto is the Chairman of PB Taxand, one of the largest Tax

Consulting Firm in Indonesia. He started his career as a Tax Consultant in 1971.

Currently he also serves as the Chairman of the Tax Committee of Apindo (The

Employer’s Association of Indonesia).

He was active in several organizations such as Chairman of the Tax Committee of

Indonesian Chamber of Commerce, Chairman of the International Department of Indonesian Tax

Consultants Association, Chairman of the Supervisory Board of Indonesian Tax Consultants Association,

Chairman of International Fiscal Association – Indonesian Branch.

With the above positions, he is constantly involved in the discussion of Indonesian Tax Policies.

Edmund Leow S.C. TEP, Dentons Rodyk & Davidson LLP, Singapore

Edmund is a Senior Partner heading up the firm’s Tax practice with three decades of

experience in advising multinational organisations on cross-border tax planning, transfer

pricing and tax disputes. He also advises on international trade issues such as customs,

WTO and free-trade agreements. In addition, Edmund also advises high net worth

individuals, private banks and trust companies in personal tax, as well as in trust and

estate planning matters. He was also a founding partner of a Singapore law firm that was

associated with an international law firm, where he headed up the Tax and Wealth

Management practices in Singapore.

Mark McMullen, Stonehage Fleming, Switzerland

Mark is a Partner and the Chief Executive Officer of the Family Office Division. He

serves as a Key Adviser to a number of high net worth international families.

Mark joined the Stonehage Fleming Group in 2001 and was based in the Neuchatel

office before moving to the Geneva office in 2009. Prior to this he worked for four

years in London. He completed his professional training with Deloitte's in South Africa

and the USA.

Mark is a Chartered Accountant and has a Bachelor of Commerce degree and Post

Graduate Diploma in Accountancy from the University of Cape Town. He is a member

of SAICA and affiliate member of STEP

Martina Mettgenberg-Lemiere, AVPN, Singapore

Martina Mettgenberg-Lemiere is Head of Insights and Capacity Building at AVPN’s

Knowledge Centre.

She has over 10 years experience of leading applied research focusing on social investing, human capital,

education and impact. In Singapore, she led projects at INSEAD and the Human Capital Leadership

Institute and mentored students at aidha. Previously, she researched and consulted in India. She also

taught at the Universities of Manchester and Sussex and worked for INGOs and investment agencies in

London and Manchester.

She holds a PhD from Manchester Business School and an MSc and BA in Anthropology from the

Universities of Sussex and Manchester respectively.

Clifford Ng TEP, Zhong Lun Law Firm, Hong Kong

Clifford is one of the co-managing partners of Zhong Lun’s Hong Kong office. His

practice is focused on complex private client issues including cross-border

transactions, succession planning and cross-border compliance issues.

Clifford has worked with some of Asia’s leading businesses and families for over 20

years. He provides strategic advice on investments, tax, regulatory, estate and inter-

family planning, asset preservation, governance and philanthropy. Clifford is noted

for providing innovative solutions to complex issues having worked extensively in

multi-jurisdiction transactions and handling a broad range of issues including asset

protection investment strategies, trust and estate litigation, securities regulatory issues, family estate battles

and creditor claims.

Richard Norridge TEP, Herbert Smith Freehills LLP, UK

Richard heads Herbert Smith Freehills' Asia Private Wealth practice and Trusts and

Estates Disputes Team.

Richard acts for High Net Worth individuals, their families, private banks and other

advisers on contentious and non-contentious trust and probate issues together, often

advising estate administrators and mental health committees. Richard advises

international banks and individuals in fraud and asset tracing cases, and also

provides advice on insolvency issues.

Richard speaks German, is admitted in England & Wales and Hong Kong, and is a member of STEP and

ACTAPS. He co-founded the STEP HK Dispute Resolution Sub-Committee, and lectures widely on trusts

and probate issues.

Filippo Noseda TEP, Mishcon de Reya, UK

Filippo is a Partner of Mishcon de Reya in London.

Filippo's unique background (he is admitted in England & Wales,

Switzerland and the BVI) enables him to advise families and

governments alike on complex matters straddling the common law/civil law divide.

Notable work includes advising a number of territories on the introduction of foundations' laws, advising a

European government on the ratification of the Hague Trust Convention and advising an EU territory on

their residency offering to UHNWIs.

He recently appeared as an expert before the Council of Europe and the EU's data protection authorities to

testify on the privacy and data protection implications of the CRS and the EU's Beneficial Ownership

Registers.

Clare Joan Pearson, DLA Piper, China

Clare is the International Development Director at DLA Piper. She is also the Chair of

the British Chamber of Commerce, China (2015-17). At DLA Piper her role involves

advising clients on inbound and outbound investments. She also advises Corporate

foundations and NGOs on their work in China and Chinese foundations on their

operations overseas. As the Chair of the British Chamber of Commerce in China, Clare

works closely with the British Embassy in Beijing. She sits on the Board of the China

Britain Business Council as Vice-Chair in London and is the Chair of China Development

Foundation.

James Price, Stewarts Law LLP, UK

James heads the firm's trust and probate litigation practice, specialising in disputes

relating to private wealth matters, trusts and succession. He has substantial

experience in handling complex, high value and often high profile litigation in

England and other leading trusts jurisdictions. James has acted for high net worth

individuals, trustees and beneficiaries in disputes in the Bahamas, Cayman,

Jersey, Guernsey, Singapore and Hong Kong. These disputes have involved allegations of breach of trust,

fraud, sham, the removal of trustees, requests for disclosure of documents, applications for trustee

approval and issues arising out of divorce.

Dawn Quek, Baker & McKenzie.Wong & Leow, Singapore

Ms Dawn Quek, Principal at Baker & McKenzie.Wong & Leow, has more than 15 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.

Kurt G. Rademacher TEP, Butler Snow LLP, Singapore

Kurt represents ultra-high net worth families and family controlled businesses throughout

the world with respect to US Federal income, gift and estate tax issues. Kurt is a Fellow of

the American College of Trust and Estate Counsel, and he has been ranked as a leader in

his field by Chambers, Best Lawyers in America, Super Lawyers, Legal Week and

Citywealth. The international financial press frequently seeks Kurt’s expert comment on

US tax developments with recent interviews by CNBC Squawk Box, Bloomberg Radio, the

Financial Times and CNN Money.

Vikna Rajah, Rajah & Tann, Singapore

Vikna Rajah is recognised as a leading Tax and Trust lawyer. He is praised in

legal directories as being an “experienced litigator” with “extensive tax

knowledge”, who is “an extremely intelligent man”.

Vikna was recognized by the Asia Legal Awards 2017 as Private Client

Lawyer of the year. He also led the tax practice to clinch Singapore’s Tax

Disputes and Litigation Firm of the Year (International Tax review 2017). He is

recommended by Chambers High Net Worth Guide 2016 as a leading

individual in Tax and ranked by Legal 500 Asia Pacific (2016 Edition) in Brand

1 for Private Wealth.

Ziva Robertson TEP, McDermott Will & Emery, UK

Ziva Robertson is a solicitor-advocate who advises clients in complex

trust disputes, contested estates and commercial disputes containing

fiduciary elements, with extensive experience in cross-jurisdictional and

international litigation. She also advises, writes and lectures on

structuring trusts and other arrangements to minimize the risk of future

disputes, ensuring the best choice of jurisdiction, and providing effective

litigation deterrents. Ziva advises on and conducts mediation as well as

other forms of alternative dispute resolution. In litigation, she has

successfully pursued and defended cases in the UK and abroad,

including the Caribbean, the Channel Islands and the Middle East.

Pieter de Ridder, Mayer Brown, Singapore

Pieter de Ridder has been based in Asia as an adviser on Asian taxation matters since

1991. He has worked and lived in Indonesia, Hong Kong and, since 1996, Singapore.

He is one of the few truly regional tax experts in Asia. He advises private equity investors, venture

capitalists, real estate developers, financial institutions, multinationals and individuals on their tax planning.

Before becoming the regional head of tax of Mayer Brown, he worked at a big 4 accounting firm and

headed the Singapore office of Loyens & Loeff for many years. He has an LLM in taxation from Leiden

university in the Netherlands and is an accredited tax adviser in Singapore. He has published widely on tax

matters in Asia, is vice chair of the Singapore branch of the International Fiscal Association, he is on the

board of editors of the Asia Pacific Tax Bulletin and a guest lecturer on Asian taxation matters at SMU.

Gurbachan Singh TEP, GSM LLP, Singapore

Mr. Gurbachan Singh is a Senior Partner of Khattar Wong & Partners and serves as the Head of its Tax

DepaTment. Mr. Singh serves as the Honorary Tax Advisor of Real Estate Developers Association of

Singapore (REDAS). Mr. Singh was the Managing Partner of KhattarW'ong LLP until December 2013. He

has been actively involved in tax work for more than 35 years having started his career as a Legal Officer

and a State Counsel in the then Inland Revenue Department in Singapore. His practice included tax

advisory work for corporate and individual clients. He has been the Non-Executive Chairman and Director

of Indiabulls Property Management Trustee Pte. Ltd since April 01.2014. He served as Chairman of the

Board of Neocorp International Ltd. (formerly, Presscrete Holdings Ltd.) until March 10, 2008. He has been

an Independent Director of A-Sonic Aerospace Limited since April 29, 2016. He serves as a Director of

Singapore Institute of Taxation as a representative of the Law Society. He served as an Independent Non-

Executive Director of Neocorp International since March 14, 2003. He was a Director of the Tax Academy

of Singapore. Mr. Singh is a Member of the Revenue Chamber of the Editorial and Research Committee of

the Malaysian Institute of Taxation. In February 2012, Mr. Singh was presented the’George Tasker

Outstanding Achievement Award’ by UK Society of Trust and Estate Practitioners (STEP) for his

exceptional and outstanding contributions to the Society above and beyond that normally expected of a

member. Mr. Singh is also a Registered Trust and Estate Practitioner (TEP) and a Member of the UK

Society of Trust and Estate Practitioners. Mr. Singh is regarded as one of Singapore's leading tax lawyers

and is consistently ranked highly in legal publications such as Who's Who Legal, Asia Legal Business and

PLC Which Lawyer. Mr. Singh has graduated with a Bachelor of Law degree from the then University of

Singapore in 1977.

Paul Stibbard TEP, Rothschild Trust, UK

Paul Stibbard is Executive Vice Chairman of Rothschild and formerly Co-Chairman of

the Global Wealth Management Practice, Baker & McKenzie London. He graduated

from Cambridge University and INSEAD International Business School Fontainebleau.

He specialises in advising individuals on cross border tax, trust, succession and

governance issues. In September 2012, he received the STEP Lifetime Achievement

Award. He was Chairman of the Presiding Judges of the STEP Awards 2013, 2014,

2015 and 2016, and is a Presiding Judge again in 2017.

Dmitri Surendran, Edwin Coe LLP, UK

Dmitri joined Edwin Coe LLP in February 2017. He was previously an

Operational Leader in HMRC’s elite Fraud Investigation Service, Offshore,

Corporate and Wealthy unit, where he was responsible for leading the London

team which undertook HMRC’s most serious civil tax investigations. He also had

responsibility for projects utilising offshore data. Dmitri has delivered seminars on

tax evasion typologies to the Joint Money Laundering Intelligence Taskforce

comprised of international banks and law enforcement agencies. With the focus on global transparency,

CRS and inter-government information exchange agreements Dmitri ensures that clients with multi-

jurisdictional affairs and structures are, and remain, tax compliant.

Dino Tan, Economic Development Board, Singapore

Dino is the Deputy Director of Contact Singapore, an EDB entity which advises business

owners and entrepreneurs with business and residency interests in Singapore. He is also

Co-Director of Asian Businesses Team, which engages Asian Conglomerates on

partnership opportunities in Singapore.

Dino had earlier roles in EDB’s Lifestyle Programme Office and Global Operations

covering Southeast Asia, Australia & New Zealand. He spent four years in EDB’s Jakarta

Office.

Dino has a BBA (Honours) from National University of Singapore. He also spent a year at Massachusetts

Institute of Technology on the Sloan Fellows Program, a MBA for experienced professionals.

Mason Tan, Garden Impact Investments Pte Ltd, Singapore

Mason Tan is the CEO and Co-Founder of Garden Impact Investments Pte Ltd, a

social impact fund founded in late 2013 in Singapore, focusing on providing

expansion capital to sustainable social impact enterprises in Southeast Asia. In

addition to being a Certified Public Accountant with Big Four public accounting firm

in the US, Mason was also the President Director of a securities and money

broking firm in Indonesia, Corporate Finance Manager cum Investor Relations with

a NSYE listed company based in Singapore and CFO of Venture Capital funded

internet venture. Mason was also a former owner of US F&B master franchise for

Singapore, Malaysia and China.

Desmond Teo, Ernst & Young Solutions LLP, Singapore

Desmond is a Tax Partner within Ernst & Young (EY) FSO, focusing

on Asset Management and International Tax and leads the EY WAM

Tax and CRS/FATCA practices for ASEAN, as well as the Singapore

FS ITS practice. With a working knowledge of transfer pricing,

individual taxes, indirect taxes and transfer taxes, he offers holistic tax solutions to clients with global and

regional presence, and provides clients with an end-to-end solution. In addition to helping clients set up of

family office structures, Desmond’s experience also includes providing tax advisory services covering

cross-border structuring, group restructuring, tax due diligence, merger & acquisition structuring, feasibility

and implementation of fund structures.

He co-contributes tax write-ups to internal and external publications such as EY Singapore’s “You and the

Taxman” publications, the Journal of International Taxation and the Business Times.

Professor Kitipong Urapeepatanapong, Baker McKenzie, Thailand

Kitipong is chairman of the Bangkok Office and head of both the Financial Services

Division and the Tax practice group. He began his career as a general commercial and

tax lawyer more than 34 years ago and is now a widely-read author of popular books

on mergers and acquisitions (M&A) and tax planning in Thailand, as well as Corporate

Governance books. He also authors popular articles on family business and the law in

the Nation newspaper. In 2012, he was appointed by Royal Order as Professor at the

Faculty of Law, Chulalongkorn University.

In the course of his experience in Thailand, and his time spent in Baker McKenzie’s

Singapore Office, Kitipong has gained extensive experience in tax planning and providing legal and tax

advice in respect to mergers & acquisitions, capital markets & securitization, and corporate & debt

restructuring

Xiaogang (Steven) Wang, King & Wood Mallesons, PRC

Steven is specialized in private clients and wealth management.

He is experienced in advising HNWIs on succession plan, wealth planning and assets

protection. He has also assisted many financial institutions to set up their wealth

planning business platform, design structures, development products, build up teams

and provided continuing support.

Mr. Wang was ranked as Band 1 lawyer by “Chambers and Partners HNW Guide 2016” in the category of

private clients/wealth management, PRC law firm, China.

Publications: “Private Trusts and Wealth Planning”, 2012; “Common Law Trusts: Theory and Practice”,

2016.

Patricia Wass TEP, Worldwide Chair of STEP, UK

Patricia has over 30 years' experience working as a Solicitor dealing with all

aspects of private client law. Patricia is a consultant in the mental capacity team at

Enable Law (part of the Foot Anstey Group) and specialises in Powers of Attorney,

Court of Protection work and legal issues relating to the elderly and vulnerable. She

is a Panel Deputy for the Office of the Public Guardian, one of only 71 people acting

in this role throughout England and Wales. She lectures regularly on her

practice area for various legal training providers and contributes articles to legal journals.

Patricia has written for the Law Society, the Elder Law Journal, and has been interviewed by industry

publications including STEP and CityWealth Magazine.

Patricia is the current Worldwide Chair of the Society of Trust & Estate Practitioners. Patricia served

as a member of the West of England STEP Committee between 2000 and 2013 (Chair between 2006

and 2009) and is a Past Chair of the Law Society Private Client Executive Committee. Patricia is also

a past Chair of the STEP England and Wales Regional Committee, a member of the STEP

Governance Council, and acts as a Director on the STEP Worldwide Board.

She is also a fully accredited member of Solicitors for the Elderly (SFE) and assisted on the

Committee for the Devon & Cornwall SFE Regional Group. Patricia is recognised as a Top Ranked

'Leader in her Field' by Chambers UK legal directory.

Linda Wong TEP, Chair of STEP Singapore, Singapore

Linda is one of the Founder Members of the Group. She is a graduate of Monash

University, Australia, with a Bachelor of Economics degree majoring in Accountancy.

She trained as an Auditor with one of the top 4 auditing firm. She went on to join the

hospitality industry as an accountant before moving on to the trust industry.

She was attached with a global independent trust company for 15 years, where her

last position held was as Managing Director of the Singapore office with more than

50 employees and the office had asset under administration of well over USD100

million.

Among her accreditations are: Chairperson of Society of Trust and Estate Practitioners (STEP), Singapore

Branch for the Year 2016/2017 and 2015/2016; Member of the Singapore Trustee Association; Member of

CPA Australia; Chartered Accountant registered with the Malaysian Institute of Accountants; Certified

Financial Planner with the Financial Planning Association of Malaysia; Registered Filing Agent with ACRA

Singapore; President of Rotary Club of Labuan for the Year 2004/2005, President of Rotary Club of

Sentosa Singapore for the Year 2010/2011.

Patricia Woo, Squire Patton Boggs, Hong Kong

Patricia Woo is a Partner of Squire Patton Boggs. She is a fund, trust and tax

lawyer noted for her practice in helping global ultra-high-net-worth families set

up and operate investment-centric, service-centric and comprehensive value-

centric family offices.

Her expertise spans structuring of single family offices and multi-family offices,

regulatory licensing and exemption, family investment guidelines, internal

control and compliance manual, family constitutions, family council, hiring and compensation, internal

hedge fund and private equity fund formation, management and administration, negotiations with private

bankers, prime brokers, global custodians, execution brokers and administrators, and such charitable and

philanthropic ventures as establishing and restructuring of charities.

She also handles matters arising at different stages of a trust’s lifecycle, namely, creation of trusts and

private trust companies, their management, restructuring and termination, and loan and acquisition

transactions. She drafts complicated wills, enduring powers of attorney and handles other cross border

succession and tax issues and advises private banks and trust companies in the launch of new products

and services that target ultra-high-net-worth families.

Tammy Woo, ARK Trust Limited, Hong Kong

Tammy Woo is the Executive Director of ARK Trust (Hong Kong) Limited, a subsidiary of

Noah Holdings Limited, the first independent PRC wealth management firm listed in NYSE

(NYSE: NOAH) with >185 branches in China and over 135,000 clients.

Tammy has 25 years’ experience in the trust and company secretarial fields and is

specialized in administration of complicated family and ESOP trust structures.

Tammy has worked in TMF Trust (HK) Limited as Head of Trust Department and HSBC

Trustee (Hong Kong) Limited as Head and Director of Clients Support Services.

She is a STEP member and associate of ICSA/HKICS.

Bruce Zagaris TEP, Berliner Corcoran & Rowe LLP, USA

Bruce Zagaris is a partner in Berliner, Corcoran & Rowe LLP. His practice includes tax

controversy work, criminal tax investigations, exchange of information, evidence

gathering, and extradition. He has also represented governments and international

organizations, including negotiating tax treaties, advice on FATCA, bilateral investment

treaties, mutual assistance in criminal matters treaties, and proposing and drafting

financial products to attract investment. He appears regularly as an expert witness in

international tax and financial regulatory cases. He has authored six books and many

law review and other articles. He has been an Adjunct Professor at several law schools.