Tax and Estate Planning in the Age of Transparency– 2017 China Offshore Summit (Shenzhen) Comes to a Successful Close

Tax and Estate Planning in the Age of Transparency–  2017 China Offshore Summit (Shenzhen) Comes to a Successful Close

China Offshore has marked another milestone by concluding its annual event on May 24, 2017. With panel discussions, workshops and lectures, the 2017 China Offshore Summit (Shenzhen) featured trends in wealth succession for the Chinese new rich generation, combining domestic and foreign experiences in the wealth management industry; discussions were made in the topics of trust, family office, cross-border asset protection and international asset planning, with the main theme of The Dawn of a New Era: Tax and Estate Planning in the Age of Transparency.

Another highlight that’s quite important to this summit is the AOA (Asia Offshore Forum) member workshop held on the second day of the event (5/25). The workshop had discussion topics on “Insights of China's Implementation of Financial Transparency and Spontaneous Exchange of Information” and the new hot topic of CRS, as well as other hot topics in Asia’s offshore finance industry, and industry leader David Zhang, who is also founder of CubeTech Global Asset Investment Consulting Co., Ltd. and a guest of this summit and an AOA member, had an in-depth discussion with the members. In addition, all participating members of the AOA workshop also witnessed the MoU Signing ceremony of the Strategic Partnership between China Offshore and Shenzhen Family Office Promotion Association (under preparation).

Wealth management industry is always in pursuit of new territories and opportunities. For those who want to keep their leading positions, China is tactically in a position that’s sought after by anyone who wants to maintain a competitive edge. With China’s unprecedented economic development, China’s demand for professional wealth management experience is very high.

The two-day summit attracted China’s leading financial intermediaries, using this opportunity to interact with industry experts, such as bankers, lawyers, accountants and other elites from trust investment companies and corporate service providers, as well as representatives from renowned offshore jurisdictions and their governments and wealth management institutions, these jurisdictions included BVI, RAK, Malta, Labuan, Samoa, Liechtenstein, Hong Kong, Singapore, United States., etc.

Renowned industry leaders such as Xiaoyan Hu from China Construction Bank Shenzhen Branch, Kenneth Camilleri from Chetcuti Cauchi, Morris Huang from Panhe FO, Phoebe Luo from Zetland Fiduciary Group, Wisdom Hon from Harneys, Uny Chan from Fidinam Hong Kong, Regan Shum from China Goldjoy Wealth Management Ltd., Huiyun Gao from Beijing King & Capital Law Firm, Christopher Gassner from Audina Treuhand AG, Richard Wang from Tax Advisory Company Group, Regaat Nefoussi from RAK ICC, and Qishuang Min from Shenzhen Wills Services Center, etc., the number of the participants exceeded 300 and industry insiders and experts in the wealth management sector had an in-depth dialogue and interaction on the latest topics and trends in the industry.

Furthermore, speakers at the summit even expanded their business network by using opportunities such as tea breaks and cocktails; they established their professional connection by topic discussions of the future market trends with the participating industry leaders and elites.

Similar to other China Offshore summits, this summit was as usual exceled in participant numbers, guest speaker profiles and topic selections, it has become one of the most successful and constructive event in the offshore finance world.

The next China Offshore Summit will be held in late October and early November in Shanghai this year. For further information about China Offshore Summit series, please visit:, or call Ms. Jing Li: +86-21-6136-3526 ext. 805.


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