Charltons at the Wealth Strategies in Global Transformations Event
On 11 November 2024, high-net-worth individuals, family office representatives, and business leaders gathered in Hong Kong for the exclusive HNWI Planning event at The Foreign Correspondents’ Club. This event offered expert insights on navigating wealth strategies in today’s evolving global landscape.
Key sessions included:
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“Successful Transitions in Family Businesses – Unlocking the Path to Happiness,” moderated by Natalia Luchkova, focused on strategies for smoothly transitioning leadership within family businesses, from recognizing the right time to step back to fostering skills in successors.
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“Exit Strategies – Opening New Doors to Success,” moderated by Katerina Haslam-Jones, explored exit planning strategies, whether transitioning the business to the next generation or preparing for a sale, with a focus on business preparation, valuation, and negotiation.
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Lunch and Keynote Speaker. Stephanie Chan from Expat UK Tax provided an insightful overview of the UK Autumn Budget, offering attendees a unique perspective on recent tax developments and their impact on international investments.
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“International Relocation – Embracing New Horizons of Tax Optimization,” moderated by Walter Andreoni, presented tax-friendly relocation options, ideal for high-net-worth families seeking tax optimization through strategic relocation.
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“Wealth Management Strategies – Navigating Instruments and Jurisdictional Dynamics,” moderated by Julia Charlton, highlighted key wealth management instruments, including family offices and funds, and provided insights on the regulatory landscape and jurisdictional competition shaping wealth management today.
The event offered a platform for meaningful exchanges, providing attendees with actionable strategies and fostering valuable connections. Thank you to everyone who attended and contributed to the success of this event. Stay tuned for more opportunities to connect, grow, and enrich your wealth journey.
