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
Participants will develop a thorough understanding on family trusts and wealth planning considerations of High-net-worth clients, thus be able to identify untapped needs and provide relevant services and products in a timely manner.
- Daily Life Examples of the Use of Family Trusts
- Reasions Why Finanical Service Professionals Should Learn About Trusts
- The Role of Trusts in Today’s Wealth Management Services Especially for High-net-worth Clients
- Definition and Purpose of Trust
- Introduction of A Simple Family Trust Structure
- Key Elements in Family Trust
Speaker: Peter K.T. Lee (With 35+ years of experience in trust; Former head of trust department at DBS Hong Kong)
Format: Online Seminar
Registration Now Opens! RSVP: https://bit.ly/3SXOWmK