LEGAL COUNSEL
INTERNATIONAL PRIVATE CLIENT
Family Office Series
WEALTH TALKS
27 Jan 2022
PPLI vs. Family Office
In this Wealth Talks, two popular private client solutions: PPLI Insurance and Single Family Office, will be pitted against each other to discover which provides the better solution or whether each is better combined with the other.
The webinar will concentrate on the practical aspects of advising in relation to each, adopting a real-world assessment process, and answering typical client queries such as:
-
Costs | Tax Advantages;
-
Asset Restrictions;
-
Control;
-
Privacy;
-
Immigration;
-
Asset Protection;
-
Reversibility; and
-
Succession.
Each of the above will be assessed and compared, illustrated by use of hypothetical case studies involving on the one hand a large Indonesia Family with multiple generations and branches, and on the other a young Mainland Chinese Family comprised of Husband, Wife and one Child.
The session will conclude with an assessment of each solution in combination, comprising:
Family Office holding a PPLI policy;
PPLI policy holding a Family Office.
Advantages and disadvantages of each combination will be discussed and explained.
Zac Lucas
Partner
Spencer West
​
Roger Chi
Managing Partner,
1291 Group Asia
Michael Velten
Partner,
Deloie
Wong Lee
Head of Family Services Asia,
Lombard Odier
Yannick Hani
CEO
1291 Group Asia
Meet the Speakers:
Listen to the podcast
View the recording
View the slides
EXPLORE WEALTH TALKS
Governance & Succession
Family Business
Family Office Series
The Governance & Succession series of talks is designed to bring together industry experts to explore the challenges and opportunities faced by business families when considering governance and succession to the family business.
The emergence of the Single Family Office is also explored, along with the need for families as well as business professionals to understand the need for robust family office governance and succession plans.
Private Client Series
The private client series of talks bring together senior industry practitioners to gain insight and understanding on legal, tax and private wealth issues facing HNW individuals and clients across Asia, particularly in light of the continuing COVID-19 crisis.
In each talk, we shall consider the application of one country's divorce, succession and matrimonial property laws both within the country and also where there is an International element.