Wealth and Succession Planning under Trust Structure

Details

Date
6 October 2026 (Tue)
Time
12:45
Venue
1/F, Centenary Building, Craigengower Cricket Club
Event Categories
Regular Lunch Meeting

Speaker: Vincci Au, UBS Wealth Management APAC, Executive Director

Introduction of Speaker:

  • Providing wealth planning services to HNW families in Greater China.
  • Over 12 years of international experience helping Asian families with their succession planning, tax and estate planning, and cross-border investment needs. Prior to UBS, Vincci worked at a Big Four accounting firm, where she provided US tax consulting and compliance services.
  • Bachelors of Accountancy degree from the University of Illinois at Urbana-Champaign.
  • US Certified Public Accountant and a member of the Society of Trust and Estate Practitioners (STEP).

Topic Detail:

Mastering Wealth & Succession Planning
Explore how modern trust structures protect family capital, ensure smooth generational handover, and secure your long-term legacy.