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 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.

Agenda:

• 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

Language: Putonghua