Strategic Insights: Global Tax strategy, Asset Planning, and International Expansion

TORONTO, ON / ACCESS Newswire / July 20, 2025 / The 2025 Global CEO Wealth & Tax Strategy Summit, co-hosted by Botrich Inc. and a globally recognized 5A-level tax advisory group, concluded with great success. The summit brought together leading experts in taxation, international finance, and enterprise leadership to explore forward-looking strategies for global tax compliance and sustainable wealth management amid the evolving global economic landscape.

Strategic Insight: Navigating Complexity in Global Taxation

The summit featured an impressive lineup of speakers and industry thought leaders. Ms. Hong Wei Liao, Chairman of the Botrich Family Wealth Heritage and Development Center, delivered a featured presentation focused on international financial trends, family wealth planning in Canada, and cross-border tax compliance, including the global implications of CRS (Common Reporting Standard).

In her remarks, Ms. Liao emphasized that in an increasingly transparent international environment, high-net-worth individuals and global enterprises must take a proactive, compliant approach to personal income tax, corporate taxation, and trust structuring. She shared insights on how families can achieve both asset security and long-term legacy through strategic cross-border planning.

Thought Leadership & Compliance

Other tax experts from the 5A-rated advisory group shared best practices on international enforcement principles, CRS challenges, double taxation, and controlled foreign corporation (CFC) regulations. These sessions provided high-level insight into key challenges faced by enterprises expanding globally, particularly those establishing a presence in North America.

Discussions also included how global businesses can leverage multilateral tax treaties, third-party institutions, and regulatory expertise to achieve optimized global asset allocation, ensuring both legal compliance and financial resilience.

A Platform for Global Growth

The summit served not only as a venue for policy interpretation and expert discussion but also as a valuable cross-border networking platform. Attendees benefited from shared case studies, real-world applications, and peer exchange across industries and jurisdictions.

As co-organizer, Botrich Inc.-a Canada-based professional service platform with deep experience serving high-net-worth clients-continues to demonstrate its capacity to convene global expertise and deliver integrated services in wealth management, tax strategy, and international business.

The hosts concluded by announcing plans to further elevate the summit in 2026, expanding thematic coverage and continuing to foster collaboration in the global tax and wealth ecosystem.

About Botrich
Botrich Family Wealth Heritage and Development Center is a premier relationship-based platform dedicated to serving high-net-worth clients, with a particular focus on the Chinese community in Canada. Headquartered in Toronto, Botrich maintains a strong presence across major Canadian provinces and connects with a broad base of high-net-worth clients through its tailored services and elite network. The organization regularly hosts exclusive events and expert-led lectures on topics including wealth management, taxation, legal affairs, and health and wellness. Botrich also curates premium health products, such as wild rice and Chinese tea, for its members, promoting a holistic approach to legacy and lifestyle. Through cultural sponsorships like the Lantern Festival Gala in Vancouver, Botrich demonstrates an ongoing commitment to community enrichment and cultural connection.

Media Contact
Hong Wei Liao
info@hongweiliaobotrich.com
https://www.hongweiliaobotrich.com/
https://ca.linkedin.com/in/hongweiliaoprofile

SOURCE: Hong Wei Liao



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