At Zhuhai’s Grand Golden Peak Winery, Delta Asia Cone Marshall convened industry leaders to explore the evolving landscape of cross-border inheritance, offshore trusts, and CRS compliance.
Alex Ni of Delta Asia Cone Marshall Family Office Advisory shared insights on global asset allocation and legacy planning for high-net-worth families. Mr. Ting of Manulife Hong Kong & Macau addressed cross-border compliance strategies and risk mitigation. Through real-world case studies and interactive discussions, attendees examined how offshore trusts and modern financial instruments support asset protection, family governance, and sustainable wealth transfer.
The session concluded with an engaging Q&A, equipping participants with practical tools to navigate today’s wealth preservation and compliance challenges.