The Speaker Series: Overcoming Wealth Transfer Barriers: Strategies for Global Families & U.S. Expats

Overcoming Wealth Transfer Barriers: Strategies for Global Families & U.S. Expats

Wednesday, April 2, 2025
7:00 p.m. – 8:00 p.m.
Thinkspace Library

Complimentary event for Members.

Navigate the challenges of multi-generational wealth preservation, from high taxes to evolving AML regulations. This session covers key strategies for optimizing global tax planning, managing family domicile and residency, and minimizing US Estate and State taxes. Gain expert insights to protect your wealth for future generations.

Speakers' Profile

Andria Yeo, a tax and wealth planning expert with 25 years of experience, specializes in assisting US expats and global families with cross-border wealth and complex estates. She began her Big 4 career in Singapore before moving to Silicon Valley, where she focused on private client services at Ernst & Young. For the past decade, she has provided a holistic family office approach for Ultra-High-Net-Worth and multi-generational families across ASEAN and the US.

Michele Cabasug, an American from Hawaii, is a Senior Associate VP at List Sotheby’s International Realty, specializing in luxury and commercial real estate in Singapore. A Member of The American Club, she has spent 20 years in Singapore’s property market, establishing herself as a leading expert in high-end properties, including Black and White colonial bungalows, Conservation Peranakan homes, luxury condominiums and commercial properties. Her expertise and achievements have earned her recognition in The Straits Times and The Edge Singapore. She was also awarded the Platinum Award in 2023 & 2024, securing the title of 2nd Top Producer at List Sotheby’s Singapore. Beyond sales, Michele is a trusted authority on expat leases, relocations, and Singapore property matters.

Terms and Conditions:

• Photos and videos may be taken during the event and published on the Club’s website and social media channels for marketing and publicity purposes