The tactics for building generational wealth within Asian Heritage involve a combination of disciplined saving, strategic investing, entrepreneurship and a strong emphasis on family values and support.
Learning Outcome
By the end of the course, participants will be able to:
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- Explain the definition and historical importance of family generational wealth for a broad perspective.
- Apply effective wealth preservation and succession strategies in the context of Asian culture.
- Evaluate family conflicts, restoring family unity and mitigating cultural challenges.
- Discuss the importance of centralizing family wealth, preserving it and demonstrate the importance of family-led management.
- Compose practical strategies for family business succession, including exit plans, restructuring and future considerations for generational wealth.
Learning Outline
li>Understand the power of positive thinking and mindset change.
| 8.30 – 9.00 am | Registration / Pre-Assessment |
| 9.00 – 9.30 am | Introduction Of Family Generational Wealth
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| 9.30 – 10.30 am | Are Your Family Wealth & Succession Planning Well Managed?
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| 10.30 – 10.45 am | TEA BREAK |
| 10.45 – 11.30 pm | Challenges In Handing Over the Baton to Next Generations
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| 11.30 am – 12.30 pm | Ideal Family Wealth Holding Structures
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| 12.30 – 2.00 pm | LUNCH BREAK |
| 2.00 – 3.30 pm | Generational Wealth Strategies
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| 3.30 – 3.45 pm | TEA BREAK |
| 3.45 – 4.30 pm | Strategies For Family Business Succession
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| 4.30 – 4.45 pm | Future Outlook for Family Generational Wealth
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| 4.45 – 5.00 pm | Q&A Session |
Facilitator
Samantha Teh,
Samantha Teh, a seasoned financial planner with over two decades of expertise in the financial services sector, specializes in providing individual and corporate advisory services. As Asia’s First Numerology Financial Coach and a certified HDRF trainer, she brings a unique perspective to financial coaching. Samantha is also a certified Wealth Flow Coach, the founder of ST Academy Plt, and the co-founder of Legacy Milestones Sdn Bhd. She held leadership positions at HSBC Bank and Alliance Bank, before venturing into independent practice.
Her extensive experience includes conducting financial literacy workshops for notable organizations such as Sime Darby Motors Group, Damansara Heights Dental Centre (DHDC), Volksbahn Technologies Sdn Bhd (VBT), and Xepa-Soul Pattinson (M) Sdn Bhd. Samantha was a Guest Speaker at the ACE Programme – Group Agency Managers Conference hosted by Principal Malaysia on August 8, 2023.
She holds a Capital Market and Service Representative License (CMSRL) from the Securities Commission Malaysia and is an Approved Financial Adviser Representative (FAR) designated by Bank Negara Malaysia.
Terms & Conditions
- Registration is on a first-come-first-served basis, only 30 seats are available.
- Participants need to sit in for the workshop throughout the day to receive the certificate and to fulfill the endorsement of points.
- Confirmation is subject to receipt of payment before the workshop.
- FPAM reserves the right to amend the program, speaker, date, venue, etc, without prior notice.
Frequently Asked Questions
1. How long will each physical program take?
Each physical program is the equivalent of a day’s CE Workshop training for approximately 8 hours with the morning & afternoon coffee break and lunch in between. The duration of the program excluding the break is 6 hours.
2. Can I attend only half the sessions of the training?
You will need to sit in for the session throughout the day unless you have a valid reason or a copy of proof.
3. Mode of payment?
We accept payment by credit / debit card (VISA / MasterCard / AMERICAN EXPRESS / Discover), by FPX (Affin Bank, Alliance Bank, AmBank, Bank Islam, Bank Muamalat, Bank Rakyat, BSN, CIMB Clicks, Hong Leong Bank, HSBC Bank, KFH, Maybank2E, Maybank2U, OCBC Bank, Public Bank, RHB Bank, Standard Chartered, UOB Bank).
4. How secure is shopping? Is my data protected?
Your data will be handled confidentially and encrypted with SSL (Secure-Socket-Layer) secure server software. The encrypted information of your order, your name, address, credit card, and bank details cannot be retrieved by any third party. Credit card payments will also be verified through the 3D secure procedure.
5. Who should I contact if there is any transactional issue or problem purchasing any product/service?
Kindly drop a message below with the problem statement, and we will get back to you as soon as possible.
