Navigating Success: Asian Family Office Strategies in Wealth & Business Succession Planning by Samantha Teh

RM160.00

Date	20 July 2024
Time	9.00am – 1.00pm
Venue	Symphony Suites, Ipoh, Perak
CE/CPE/CPD	5 CE Points / 10 CPE Points / 4 CPD Points
Facilitator	Samantha Teh

SKU: N/A Categories: Physical Workshops, Workshops

Asian family office strategies in wealth and business succession planning are tailored to address the unique cultural, familial, and business dynamics prevalent in the region. These strategies focus on ensuring the seamless transition of wealth and leadership across generations while preserving family legacies and business continuity.

Learning Outcome

By the end of the course, participants will be able to:

Define what a Family Office is and differentiate the types of Family Office.
Describe how a Family Office can contribute to maintaining family’s harmony and unity across multiple generations.
Explain Family Office’s structure in wealth preservation and business succession planning.
Analyze the advantages and limitations of a Family Office.
Relate family office approach to Asian wealthy families when comes to family wealth and business succession planning.

Learning Outline

8.30 – 9.00 am	Registration / Pre-Assessment
9.00 – 9.30 am	Family Office This session explains: An introduction to the definition of a family office, various types of family office and its uses. An overview of the foundational elements and organizational structure of a family office.
9.30 – 10.30 am	Family Wealth & Business Succession Planning This session explores the legal requirements, governance and compliance, stakeholders and the structure of a family office. Inter-related connection between the 3 main pillars ie. Family Governance, Family Wealth & Business Structure and Family Generational Wealth Strategies.
10.30 – 10.45 am	TEA BREAK
10.45 – 11.15 am	Family Wealth & Business Succession Planning (continue) This session explores the legal requirements, governance and compliance, stakeholders and the structure of a family office. Inter-related connection between the 3 main pillars of a family office ie. Family Governance, Family Wealth & Business Structure and Family Generational Wealth Strategies.
11.15 am – 12.15 pm	Strategies for Family Business Succession Planning Developing a roadmap and grooming training programs for the identified successors through succession KPIs layout in the Family Governance and Family Wealth & Business Structure. Succession planning and exit strategy when unrelated partners (non-family members) share a business. Strategy for non-family key executives in your family business succession plan.
12.15 – 12.45 pm	Advantages and Limitations of a Family Office This session reiterates the importance, advantages and limitations of a family office.
12.45 – 1.00 pm	Post Assessment Q&A Session

Facilitator

Samantha Teh,

Samantha Teh is a seasoned financial planner with 20+ years of experience in the financial services industry, specializing in individual and corporate advisory. Samantha is also Asia’s First Numerology Financial Coach, a certified HDRF trainer, a certified WealthFlow Coach (financial planning experiential learning tool), founder of ST Academy Plt and co-founder of Legacy Milestones Sdn Bhd. Samantha formerly holds multiple leadership roles in HSBC Bank and Alliance Bank, before venturing out as a practitioner.

Samantha has conducted several financial literacy workshops for public and private sectors such as Sime Darby Motors Group, Damansara Heights Dental Centre (DHDC), Volksbahn Technologies Sdn Bhd (VBT) and Xepa-Soul Pattinson (M) Sdn Bhd. She was invited as a Guest Speaker at the ACE Programme – Group Agency Managers Conference by Principal Malaysia on 08 August 2023.

She holds a Capital Market and Service Representative License (CMSRL) by Securities Commission Malaysia under Capital Market & Services Act 2017, an Approved Financial Adviser Representative (FAR) by Bank Negara Malaysia under the Financial Services Act 2013.

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.