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Programme codeSC/SP
Study modePart-time
Mode of deliveryFace-to-face
Duration 3 hours
Medium of instructionCantonese/Putonghua

For more details, Please contact us with
academy@group-e.com or (852) 2705 6936


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.

Programme overview

The course will introduce various asset succession arrangements, from simple individual accounts to complex family trust structures, from onshore to offshore arrangements, and provide insight into the benefits and concerns of each arrangement.

Who is this for?

Practitioners in wealth management, asset planning, insurance and other related industries


Upon completion of the programme, participants will be eligible to receive the short course certificate.

Learning Goal

Participants can assist clients in making the most suitable succession arrangements according to their different family backgrounds and wishes.

Key Learning Outcomes

By attending this programme, you will be able to understand:

  1. What is a succession arrangement, how to define suitable candidates, share and time;
  2. Common concerns about succession planning for overseas assets;
  3. Analysis of various tools, characteristics, their respective inheritance issues and solutions                                                                                                                                                                          -Solution using single/joint bank account (overseas)
  4. Reasons for depositing assets overseas, methods of overseas investment, and types of assets
  5. Common offshore financial centers;
  6. How to use an offshore company as an account holder;
  7. How last will/no will is handled;
  8. Basic concept of family trust; how does family trusts and succession arrangements relate

Our Trainers

Peter K.T. Lee

Peter has spent over 35 years in trust and fiduciary, specialising in asset planning and family trust structuring for high-net-worth individuals across Asia. He moved from ABN AMRO Bank’s Hong Kong Trust office to the Netherlands for six years before returning to Hong Kong to join DBS Bank Hong Kong, leading their family trust services department. He has also held the role of Director of DBS Bank Hong Kong trustee companies in Hong Kong, Jersey and New Zealand.

As a Chartered Company Secretary (UK and HK), Peter has been a part of global trainings across Amsterdam, London, Jersey and Singapore. He recently retired but is still an active mentor and trainer for numerous trust, asset planning and management programmes, working closely with Group E Academy.

Peter weighs more on the practical issues and solutions in his designing of course materials and utilizes his years of local and international trust and client experiences into easily comprehensible, direct and client centric seminars.


Programme Fee: HK$3,000


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  • You are required to complete the information in the online registration form to conduct online transactions.
  • Programme placement and the commencement are subject to final confirmation by Group E Academy based on admission and venue arrangements.
  • If the programme does not successfully commence due to insufficient student intake or other special circumstances, we will notify you by telephone or email to arrange a refund on or before the scheduled commencement date.
  • Upon receipt of your information and payment, we will notify you by email within 3 working days to complete the registration. If you do not receive any notification, please contact us via email at academy@group-e.com
  • Payments will not be refunded (except for course postponement or cancellation).

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  • HK$3,000

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Executive Diploma in Wealth Management
Short Course

Your Selection

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