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.
The Executive Diploma in Wealth Management programme is co-organised by Group E Academy in conjunction with PAMA Institute and the Hong Kong Management Association (HKMA). It is designed for corporate executives, professionals and practitioners looking to grow their professional knowledge and practical skills in wealth and trust management.
Accounting, banking, legal and trust professions (all levels)
Support staff and paralegals
Tax advisors, independent financial advisors and executorship administrators