Luncheon Talk on Understanding Family Dynamics and Wealth: Insights on Navigating Complex Situations and Strategies for Effective Resolution

How do high-net-worth (HNW) families navigate the complexities of wealth management, intergenerational transfer, and governance issues? Disputes within HNW families often stem from these very complexities. Many affluent families have limited experience in these matters, leading to conflicts and complications related to various legal and financial issues. These challenges can encompass cross-border and multi-party trust litigation, succession and tax planning, matrimonial disputes, fraud and asset recovery, as well as alternative dispute resolution. Additionally, the emotional dynamics within the family can intensify these issues, making resolution even more challenging. This event offers a valuable opportunity to engage with thought leaders, pose questions, and gain insights into addressing these complexities, thus enabling families to maintain harmony and ensure the successful transfer of wealth across generations.

Date:
Time:
Venue:

Tuesday, 23 September 2025
12:00pm to 2:00pm (Registration to start at 11:45am)
The Capitol Kempinski Hotel (Google Map)

Stephanie Lim Pierce
Managing Associate
Mishcon de Reya LLP

Stephanie specialises in cross-border succession and wealth structuring for HNW and UHNW international individuals and families, with a focus on UK tax and cross-border estate planning. Her extensive expertise encompasses UK property structuring, cross-border estate and wealth planning, the creation, tax treatment and governance of trusts across multiple jurisdictions, the preparation of Wills covering assets in multiple jurisdictions, and UK residence and domicile intricacies.

An integral member of Mishcon’s Luxury Assets Group, Stephanie also leads the Mishcon Women in Wealth Group, dedicated to supporting female wealth holders and their advisers. She holds the STEP Advanced Certificate in UK Tax for International Clients and is an affiliate member of STEP.

Recognised as a leading professional, Stephanie has been featured in the Private Client Global Elite Directory for Singapore since 2023 and is ranked as a Recommended Lawyer for Private Wealth and Family Law by The Legal 500 Asia Pacific, 2023-2025.

In addition to her professional practice, Stephanie sits on the Women in Business Committee for the Singapore British Chamber of Commerce.

Natasha Holme
Managing Associate
Mishcon de Reya LLP

Natasha is a Managing Associate in the Private Wealth Disputes team at Mishcon de Reya LLP in London. She is currently on secondment to Karas So LLP in Hong Kong.

Natasha serves as a trusted adviser to several UHNW families, providing advice on a range of private wealth disputes that are connected to trust and estate disputes. She also advises on contractual disputes, such as shareholder disagreements, commercial contracts, and private agreements.

Natasha handles a broad spectrum of high-value private client litigation, representing both individual and corporate trustees, personal representatives, beneficiaries, and other parties in private client disputes. Her expertise encompasses a variety of trust and estate disputes, including complex cross-border trust issues, claims concerning intestacy and will validity, Inheritance (Provision for Family and Dependants) Act 1975 claims, estate administration matters, lifetime gifts, and proprietary estoppel claims. Her work frequently involves an international component, with cases regularly connected to Jersey, Guernsey, the Cayman Islands, Liechtenstein, Mexico, Switzerland, the Bahamas, Bermuda, and the British Virgin Islands.

Natasha is adept at advising clients on various forms of alternative dispute resolution, including mediations and Financial Dispute Resolution hearings. She is an ADR-ODR International accredited Civil-Commercial Mediator. Natasha is a committee member of the Contentious Trusts Association (ConTrA), a member of the Association of Contentious Trusts and Probate Specialists (ACTAPS), an affiliate member of STEP, a member of Resolution (a community of family justice professionals who work with families and individuals to resolve issues in a constructive way), and a qualified Mental Health First Aider.

Professor Felix Chang
Robert J. Watkins/Procter & Gamble Professor of Law
Executive Director of Law, Finance and Governance
Moritz College of Law
The Ohio State University

Felix B. Chang is the Robert J. Watkins/Procter & Gamble Professor of Law. He teaches and writes on antitrust, financial regulation, and trusts & estates. His research focuses on the ability of infrastructures to suppress competition in the financial markets as well as the relationship between inheritance law and wealth inequality. Professor Chang’s work has appeared or is forthcoming in journals such as the American Journal of Comparative Law, Boston University Law Review, Foreign Policy, Vanderbilt Law Review, and Washington Law Review. He is the co-author of Roma Rights and Civil Rights: A Transatlantic Comparison. Prior to joining Ohio State, Professor Chang was the Associate Dean for Faculty and Research at the University of Cincinnati College of Law, where he also served as Co-Director of the Corporate Law Center. In addition, he has been a visiting professor or visiting scholar at Hong Kong University, National Taiwan University, Singapore Management University, and the University of Graz.

Professor Yip Man
Professor of Law
V3 Group Professor in Family Entrepreneurship
Yong Pung How School of Law
Singapore Management University

Yip Man is a Professor of Law at the Singapore Management University, Yong Pung How School of Law. In recognition of her research on family wealth, private trusts and family disputes, she was appointed the V3 Group Professor in Family Entrepreneurship on 1 July 2023. She is also the co-head of the Trusts, Wealth and Philanthropy Initiative housed under SMU Centre for Commercial Law in Asia and a co-convener of the biennial conference series, ‘Modern Studies in the Law of Trusts, Wealth Management and Philanthropy’. She is regularly invited to present her research at international conferences organized by leading institutions. Her research has been cited by the Singapore Court of Appeal, the Singapore High Court, and the High Court of England and Wales, as well as in international treatises and journal articles.

Dr. Esther Kong
Senior Deputy Director, Business Families Institute
Singapore Management University
Family Firm Institute Fellow

Esther Kong is the Senior Deputy Director at the Business Families Institute at Singapore Management University (BFI@SMU). As a Fellow of the Family Firm Institute (FFI), she is dedicated to advancing the field of family enterprises. Her work focuses on the intricate dynamics and challenges that business families face, emphasising the need for solutions that are tailored to the Asian context.

Trained as a Registered Corporate Coach, Esther supports the study of business families through research, thought leadership, and publications aimed at creating a difference at both regional and global scales. At BFI@SMU, she designs and delivers educational programmes, events, and learning initiatives tailored to the needs of business families and their advisors.

Esther holds a PhD in Business (General Management) from Singapore Management University. Her career spans the nonprofit and educational sectors, where she developed deep strategic insights into the intersection of business, family, and education. She was awarded the AlTouq Group FFI GEN scholarship, which recognises her commitment to advancing expertise in the field of family enterprises.