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Is Your Wealth Safe?

Apr 23 202117m listen time

Overview

Do you know who has your financial data? The introduction of automatic exchange of Common Reporting Standard (CRS) information has complicated the safekeeping of your wealth. Zac Lucas, Partner at McCarthy Denning and an experienced private client lawyer with over 20 years of experience, discusses with Peter Triggs, former MD and Head of Regional Wealth Planning at DBS & Citibank about what you should be looking out in this new financial landscape that may be exposing your personal assets to far greater risks than before.

Gain Actionable Insights Into:

  • The risks that come with the automatic exchange of CRS information that you may have overlooked
  • Why offshore jurisdictions may not be as safe as you think
  • How to go about the delicate issue of mandatory disclosure 

Hosted by Peter Triggs, former MD and Head of Regional Wealth Planning at DBS & Citibank

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