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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