Jersey Trusts and Foundations: Insights from Jersey to APAC | Finance Events in Jersey, CI

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Speakers
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We’re looking forward to hosting an insightful event in partnership with Ocorian in Hong Kong SAR.

Led by Maria McDermott, our Market Development Consultant – Asia, guests will learn about the role of trusts and foundations from a Jersey perspective, tailored specifically for family offices. This event delves into the strategic advantages of Jersey’s trust structures, highlighting their flexibility and robustness in managing and preserving family wealth across generations.

After an overview of Jersey’s unique offerings in trusts and foundations, Ocorian’s Executive Director, Private Client, Grant Barbour, along with Director, Head of Trust Services and Resident Manager, Shawn Wang, will explore the fundamental differences between Jersey trusts and foundations in wealth management and succession planning. They will discuss the practical considerations for clients choosing between these two options, as well as the unique features and benefits of each structure.

Jessica Cutrera, President of Leo Wealth, will cover asset allocation planning for fiduciaries, focussing on income planning for beneficiaries, portfolio strategies amidst geopolitical uncertainty and investing for multiple generations.

For more information, please contact a member of the events team.

Speakers

Grant BarbourExecutive Director, Private Client, Ocorian

Grant leads Ocorian's European Private Client services team. He works with ultra-high net worth (UHNW) individuals and their structures, as well as large corporate clients, where he has particular expertise in employee benefit trusts. Whilst non-practising, Grant is a qualified English solicitor, Jersey Advocate and South African attorney and was previously a partner with an international law firm. During this period, he advised UHNW individuals, major banks, corporates, and international trust companies on all aspects of trust and corporate law. Grant has been frequently acknowledged in the "Honours List" in the "Leading Trustees" category in the Citywealth Leaders List, and in the "Honours List" in the "Leading Lawyers" category.

Shawn WangDirector, Head of Trust Services and Resident Manager, Ocorian

Shawn is the Head of Trust Services at Ocorian Singapore Trust Company (OSTC), leading the private clients’ team that oversees the management of fixed and discretionary trusts, purpose trusts, private unit trusts, employee benefits trusts and family office structures. As the resident manager and a board member of Ocorian Singapore Trust Company, Shawn also oversees the statutory and regulatory obligations of the firm. As an experienced wealth planner, Shawn has partnered with ultra high net-worth (UHNW) families, entrepreneurs and businesses for many years. He works closely with his clients to oversee the strategic implementation of complex wealth planning solutions, tailored to meet the estate, succession, investments, tax and regulatory requirements and objectives of his clients. He has also assisted his clients with venture capital, private equity and digital assets investments, taking into consideration their individual objectives and circumstances.

Jessica CutreraPresident, Leo Wealth

Jessica Cutrera is the President at Leo Wealth, an independent global wealth advisor and multifamily office. Based in Hong Kong, she provides comprehensive wealth management and planning services in several areas including tax, financial, and estate planning and specializes in serving Americans living in Asia. Prior to Leo Wealth, Jessica was the Founding Partner, Responsible Officer and Compliance Officer at The Capital Company, an independent asset management firm formed in the beginning of 2017. Before this, she co-founded EXS Capital Asia Limited in 2008, and served as a Responsible Officer and head of Operations and Compliance until 2016. She and her team built a substantial asset management and financial planning practice at EXS. Before she moved to Asia, Jessica worked as a Registered Representative for Charles Schwab. Her cross-border expertise in trust and estate planning is recognized by her acceptance into the Society of Trusts and Estate Practitioners (STEP).

Agenda

12.00 pm

Registration and Networking

12.10 pm

Jersey as a Jurisdiction for Wealth Management

Maria McDermott, Market Development Consultant – Asia, Jersey Finance

12.20 pm

Jersey Trusts vs. Foundations

Grant Barbour, Executive Director, Private Client, Ocorian
Shawn Wang, Director, Head of Trust Services and Resident Manager, Ocorian

12.40 pm

Asset Allocation Planning for Fiduciaries

Jessica Cutrera, President of Leo Wealth

1.00 pm

Q&A

1.45 pm

Lunch and Networking

3.00 pm

Event Ends

Event Partners

Ocorian

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Ocorian is a global leader in fund services, corporate and trust services, capital markets, and regulatory and compliance support.

Unlocking new value for its clients across jurisdictions and service lines is Ocorian’s priority; it manages over 17,000 structures on behalf of 8,000+ clients including financial institutions, large-scale international organisations, and high-net-worth individuals.

Ocorian provides fully compliant, tailored solutions that are individual to clients’ needs, no matter where in the world they hold financial interests, or however they are structured.

The group offers a full suite of corporate, fund and private client services across a network of offices spanning all the world’s financial hubs. Locations include Bermuda, BVI, Cayman, Denmark, Finland, Germany, Guernsey, Hong Kong, Ireland, Isle of Man, Jersey, Luxembourg, Mauritius, Netherlands, Norway, Singapore, Sweden, UAE, the UK, and the US.

To find out more about Ocorian and its services, including regulatory information, visit www.ocorian.com