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13:30-14:30 HKT

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 leading to a myriad of challenges.

This seminar aims to explain from a practical perspective how people commonly mistake operation convenience devises for succession planning tools in their simple account opening. It is the start of a series of related seminars for financial planners in helping clients analyze and hopefully resolve succession planning, from simple to very sophisticated, for offshore assets.

Date: 9 Septemeber 2022 (Friday)

Time: 1:30-2:30 HKT

Topic: Understanding Complications and Solutions in Personal Offshore Banking Accounts Succession

Speaker: Mr. Peter K.T. Lee

Format: Virtual (via Zoom)

Language: Cantonese

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Executive Diploma in Wealth Management
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    • EDWM/RTP/01
    • July 2022 - August 2022
    • Putonghua
    • HK$$32,000