David Chee

Legacy

David Chee

Partner (Private Wealth and Middle East Practices)

Wong Partnership

Qualifications

    He has almost 20 years of experience in the Wealth Management Sector, having experience as an in-house counsel in trust companies and as a wealth planner in private banks.

    • His principal areas of expertise are wealth and succession planning, trusts and philanthropy.
    • David is a member of the Society of Trust and Estate Practitioners, the Law Society of Singapore and the Singapore Academy of Law. He serves on the boards of ant international non-profit organisation and an Institution of Public Character.
    • David is also an active speaker and trainer

Topics

Safeguarding Wealth in a Complex World

In today's dynamic global landscape, HNW individuals face multifaceted challenges in preserving and transferring wealth across generations. David Chee, a seasoned legal expert in private wealth at Wong Partnership, delves into the critical legal considerations and strategies essential for effective wealth management.

Key discussion points include:

  • Asset Protection: Exploring legal structures and instruments to shield assets from potential risks and liabilities
  • Succession Planning: Understanding the importance of wills, trusts, and estate planning to ensure smooth intergenerational wealth transfer
  • Regulatory Compliance: Navigating the evoluing regulatory environment, including tax laws and international reporting obligations
  • Cross-Border Considerations: Addressing the complexities of managing assets and estates across different jurisdictions
 

Attendees will gain valuable insights into structuring their wealth to align with personal and familial goals while ensuring compliance with legal frameworks. The session aims to empower HNW individuals with knowledge to make informed decisions in safeguarding their financial legacies.

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