• Date
    29th - 30th May 2018
  • Location
  • Tickets
    150 +
  • Speakers
    30 +
May 2018
May 2018 Annual Conference
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The Asia Offshore Association is pleased to announce the highly anticipated 3rd Annual forum, to be held in Asia’s leading financial center, Hong Kong. Through presentations, workshops, and panel discussions, the topics to be addressed include the most pressing issues in Asia’s offshore Wealth Management, Succession and Residency Planning, Corporate Structuring and more.


As well as building your brand and business, the benefits of this prestigious event include an unparalleled opportunity to share best practices and learn more about safely and successfully navigating the investment, financial and corporate service industries in Asia, in order to give your business the strongest possible platform from which to succeed.


Senior Level Managers of the Following:

Investment Promotion Agencies

International and Offshore Law Firms

Trust & Fiduciary Service Providers

Wealth Management Professionals

Corporate Service Providers

Tax and Accounting Professionals

Private and Offshore Banks

Other Offshore Professionals

Register Here
To apply for speaking or sponsorship opportunities and delegate
registration, please contact: Pooja Ramchandani
[email protected]
or +971 55 4668012





Supporting Organizations

Education partner

Knowledge partner



Meet Our Speakers

The Asia Offshore Association has gathered from across Asia and the world some of the most impressive thought leaders and experts to share with you their insights.


Over two days of presentations, workshops, training sessions and great networking with peers and potential partners.

Welcome Cocktail

9:30-9:35 Welcoming Remarks: Conference Organizer


9:35-10:05 Session 1: Insights into Private Wealth Management in a Challenging Economic Climate
10:05-10:35 Session 2: The Latest Outlook of Outbound Investment in Asia
11:05-12:00 Session 3: Panel Discussion – Cross-jurisdictional Asset Allocation under Today’s Complexities
12:00-13:30 Networking Luncheon
13:30-14:00 Session 4: The Role of Family Offices in Asia: Building Family Fortune across Generations
14:00-14:30 Session 5: Philanthropy as a Method of Wealth Planning and Management Strategies
14:30-15:00 Session 6: Understanding and Managing a Wealth of Riches in China8
15:00-15:30 Networking Coffee Break
15:30-16:00 Session 7: Shall Asia Trust Trusts under the CRS Reporting Obligations?
16:00-16:55 Session 8: Panel Discussion –Developments and Next Steps of CRS Compliance in Asia
16:55-17:00 Closing Remarks: Conference Organizer

17:00-18:00 Networking Cocktails

9:00-9:30 Registration & Exhibition Booths Open


9:30-9:35 Welcoming Remarks: Conference Organizer
9:35-10:05 Session 1: Monitoring Clients’ Assets in “new normal” Financial Market Conditions
10:05-10:35 Session 2: The Trend of Investing in Venture Capital Offshore
10:35-11:05 Networking Coffee Break
11:05-12:00 Session 3: Panel Discussion –Proofing Your Structures in the Changing Landscape
12:00-13:30 Networking Luncheon
13:30-14:00 Session 4: Structuring with Substance for Funds in the International Tax Environment
14:00-14:30 Session 5: Onshore or Offshore
14:30-15:00 Session 6: How Will Digitization and the Rise of Financial Technology Accelerate the Development of Banking Sector?
15:00-15:30 Networking Coffee Break
15:30-16:00 Session 7: Robust Systems to Ensure Anti-money Laundering Requirement
16:00-16:55 Session 8: Panel Discussion –Keeping Pace with the Trend of Increased Transparency
16:55-17:00 Closing Remarks: Conference Organizer 
17:00-18:00 Networking Coffee Break
Parallel Session – Workshop for Asia Offshore Association Members


15:00-16:00 Part One
•CRS and the latest global implementation
•CRS due diligence on reportable accounts
•Feasible strategies aligned with laws and regulations for financial intermediaries
• AML controls over tax evasion: is this the end of offshore business, or how does one keep an offshore structure?


16:00-17:00 Part Two


•International estate planning for UHNW Chinese families
•Offshore service providers integrating with Chinese family offices
•Overcoming cultural hurdles and differences in ideology
•Best practices for promoting in China


19:00-21:00: Speakers, Sponsors & AOA Members VIP Dinner



•The proportion of assets held by this Asia pacific has more than trebled since 2000 (Bank Julius Baer)

  • •Asia Pacific registered an expansion of 8.5% for HNWI population and 11.4% for wealth, resulting in a record USD 15.8 trillion of assets (Royal Bank of Canada)
  • •Since 2006, Asia Pacific has accounted for over 40% of all HNWI population and wealth created globally (Capgemini)
  • •Cash remains the largest asset class in Asia Pacific, setting the region apart from the rest of the world where equities are dominant (Royal Bank of Canada)
  • •Annual growth of 10.3%, compared to 6.7% in the rest of the world, will propel HNWI wealth to USD 21.2 trillion by 2017 (Capgemini)

  • •The unique behavior patterns of Asia’s HNWI
  • •Building trust and reputation in Asia’s markets
  • •Trends in the growing demand of Asia’s estate planning and wealth preservation sector
  • •Best practice strategies when dealing with cultural differences
  • •Regulatory updates affecting the region
  • •How to avoid common pitfalls when entering the region