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Shaping Legacies: Wealth Structuring & Legacy Planning in 2025

An Exclusive Invitation-Only Event by Mahanakorn Partners Group (MPG)

Mahanakorn Partners Group (MPG) is pleased to invite you to Shaping Legacies: Wealth Structuring & Legacy Planning in 2025, an exclusive luncheon designed for high-net-worth individuals, investors, business leaders, and family offices looking to optimize their wealth strategies and ensure a lasting legacy for future generations.

As financial landscapes continue to evolve, individuals and families must stay ahead of emerging tax regulations, cross-border wealth structuring challenges, and strategic legacy planning. This event brings together leading experts from MPG and Charles Monat Associates (CMA) to provide actionable insights into tax-efficient wealth structuring, foreign-sourced income taxation, intergenerational planning, and asset protection.

Why Attend?

This invitation-only event offers a unique opportunity to:

   Gain expert insights into the latest regulatory developments, cross-border tax strategies, and investment trends for 2025.

   Discover proven wealth structuring techniques that maximize tax efficiency while ensuring asset protection and financial security.

   Understand the importance of legacy planning and explore tailored strategies for passing wealth to future generations with minimal tax exposure.

   Network with like-minded investors, business leaders, and family offices in an exclusive setting.

Event Details

Date: Thursday, 13 March 2025
Time: 11:30 AM (Guest Arrival and Registration) – 2:00 PM
Venue: The St. Regis Bangkok, Rajadamri I Room at Level 14 159 Ratchadamri Rd, Lumphini, Bangkok
Dress Code: Smart Casual

Agenda & Key Topics

🕦 11:30 AM – Guest Arrival and Registration

🕛 12:00 PM – Opening Remarks

Investment & Tax Insights: Navigating 2025 with Confidence

Presented by Luca Bernardinetti, Managing Partner, MPG

   Understanding Thailand’s evolving tax landscape and its impact on foreign-sourced income.

   Strategies for cross-border tax planning, exemptions, and structuring investments efficiently.

   Wealth preservation best practices, including trust and corporate structures for asset protection.

The Importance of Legacy Planning

Presented by Charles Monat Associates

   The role of life insurance in wealth transfer and inheritance planning.

   Intergenerational wealth preservation strategies tailored for high-net-worth individuals.

   Ensuring financial security and smooth succession for business owners and investors.

🕜 1:10 PM – Q&A Session

🕝 1:30 PM – Networking Session

🕑 2:00 PM – Event Concludes

How to Attend

This highly exclusive event is strictly by invitation only and has limited seating to ensure a premium experience. To confirm your participation, please RSVP by 12 March 2025 via MPG Secretaries at [email protected]. Kindly indicate any dietary restrictions in your response.

Join us for an insightful discussion on shaping your financial legacy and securing long-term prosperity. We look forward to welcoming you.

Shaping Wealth: Investment Outlook and Tax Insights in 2025

Overview of Personal Income Tax in Thailand

Comprehensive Overview of Order No. Por.161/2566 and No. Por.162/2566 on Personal Income Tax for Foreign-Sourced Income