In recent years, family trusts have attracted a great deal of attention, serving as one of the most important tools for wealth management, inheritance and protection.
A family trust refers to a situation where the trustee accepts the entrustment of an individual or family, and manages the trust property in accordance with the trust agreement. The main purpose of the trust is to protect and manage the family wealth, providing the basis for wealth planning, risk isolation, asset allocation, children’s education, family governance, philanthropy and the management of other personal affairs and financial services.
Family trusts meet the full range of needs of high-net-worth individuals, while enabling practitioners to diversify income sources, enhance customer loyalty, and promote the transformation and upgrading of financial institutions.
This foundation course will introduce the origins of the concepts of ESG and sustainable development, how they have evolved and what different regulators are advocating today. It will also cover the implications of ESG and sustainability on the wealth management and financial planning industry.
Practitioners in wealth management, asset planning, insurance and other relevant industries
Individuals who wish to build an understanding of ESG and sustainable development concepts