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19:30 - 21:00 HKT

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.


  • 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

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Executive Diploma in Wealth Management
Short Course

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    • EDWM/RTP/01
    • July 2022 - August 2022
    • Putonghua
    • HK$$32,000