【Past Event】Academy Speaker Series — Family Trusts 101: Applications in High-Net-Worth Wealth Planning (Free)
Acquire Knowledge in Family Trusts and Discover the Untapped Client Needs. Friends in finance/wealth management/insurance/ tax/ compliance and other fields are welcome to attend! ( Free) 90-Minute Family Trust Masterclass Organised By Group E Academy Date: 30 August 2022 (Tuesday) Time: 19:30-21:00 HKT Learning Objectives: Participants will develop a thorough understanding on family trusts […]
【Past Event】IFPHK Seminar on Understanding Complications and Solutions in Personal Offshore Banking Accounts Succession
High net worth clients have many good reasons to place part of their assets overseas, especially bank accounts. While focusing on security, people often neglected or underrated the problems with the succession planning of these offshore and cross border assets. There are many different ways people structure these offshore assets with different objectives in mind thus […]
