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Beyond Inheritance: Decoding Generational Prosperity with Family Office Strategy by Samantha Teh
RM260.00
| Date | 15 October 2025, Wednesday (Full-Day Online CE Workshop) |
|---|---|
| Time | 9.00 am – 5.00 pm |
| CE/CPE/CPD | 10 FPAM CE Points / 10 SIDC CPE Points / 8 FiMM CPD Points |
| Facilitator | Samantha Teh |
Workshop Summary:
This workshop explores the critical role of Family Offices in generational wealth planning, offering financial professionals’ insights into structuring and managing family wealth for long-term success. Participants will learn to integrate Family Office strategies, evaluate different Family Office models and apply real-world generational wealth planning techniques. The session covers business succession planning, cross-border wealth management and risk mitigation, with case studies highlighting strategies used by affluent Asian families. By the end of the workshop, participants will be equipped to guide UHNW and HNW families in preserving, growing and transferring wealth efficiently while navigating complex legal, tax and governance considerations
Learning Outcome
By the end of the course, participants will be able to:
1. Articulate the significance of Generational Wealth planning and integrate Family Office strategies from a broader perspective.
2. Create personalized generational wealth plans using essential tools and checklists, understand the nuances of family wealth structures and apply strategies adopted by affluent Asian families.
3. Acquire the knowledge to evaluate the suitability of various types of Family Offices, their services, family dynamics, jurisdictions and legal frameworks tailored to the unique needs of UHNW/HNW families.
4. Compose practical strategies for business succession to ensure sustained growth and wealth preservation.
5. Gain confidence and proficiency in tackling cross-border wealth management challenges to safeguard and enhance family wealth globally.