Education / Pilot Programme
Estate Planning, Trust and Family Office
l Explain the law on Trust and Family Office and explain how high-end clients use family offices to achieve sustainable family wealth and succession
l Analyze the family and corporate asset allocation arrangements commonly used by family offices and Trustee or by insurance
l New policy measures implemented by the HK government towards developing Family Office in HK and their implications:
- Legal concept of wills, usual tool of wills and legal requirements
- Explain what is a Trust and advantages of setting up a Trust & common legal issues arising from a Trust
- Explain what is Family Office
- Strategic choices in deciding to set up a Trust / a Family Office
3 IA CPD Hours and 3 MPFA CPD non-core Credits
Speaker
Mr. Roy Leung & Ms. Terresa Law, Mr. Roy Leung 梁秉釗律師 Ms. Theresa Law 羅麗萍律師
Medium of Teaching
Cantonese
1. Seats are allocated on a first-come-first-served basis.
2. Registration fee is non-refundable and non-transferable.
3. Full and strict attendance is enforced as attached.
4. Course will be held upon min. of 25 enrollments are confirmed.
5. Digital CPD Certificate will be issued to eligible participants within 14 days after the course.
| Date: | 13 March 2025 (Thursday) |
|---|---|
| Time: | 6:30 AM - 9:30 AM (3 hours) |
| Venue: | HKMA - Room 201, 2/F, First Commercial Building, 33-35 Leighton Road, Causeway Bay, Hong Kong |