Beyond Inheritance: Decoding Generational Prosperity with Family Office Strategy by Samantha Teh

RM260.00

Date	17 April 2025, Thursday (Full-Day Online CE Workshop)
Time	9.00 am – 5.00 pm
CE/CPE/CPD	10 FPAM CE Points / 10 SIDC CPE Points (Pending Approval)
Facilitator	Samantha Teh

SKU: N/A Category: Workshops

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.

Learning Outline

8.30 – 9.00 am	Registration / Pre-Assessment
9.00 – 9.15 am	Welcome and Icebreaker Activity • Brief introduction to the workshop and facilitator • Icebreaker: “The Legacy Game”
9.15 – 10.30 am	Introduction to Family Generational Wealth Planning • Definition and scope • Core Pillars of Generational Wealth • Building Blocks of Generational Wealth • Key challenges in handing over the baton to the next generations • Key principles for sustaining wealth across generations • Advantages of Adopting Generational Wealth Planning for client and advisor • Trends and insights: wealth dynamics in Malaysia, Singapore and Hong Kong. • Historical case studies
10.30 – 10.45 am	TEA BREAK
10.45 am – 11.45 am	Generational Wealth Strategies (GWS) • GWS: How and when should you transfer wealth to your heirs? • Family wealth transfer checklist: helps to customize wealth transfer plans cater for global assets • Essential Generational Wealth Tools for wealth preservation, growth and transfer • Pre-determine qualify beneficiaries (family trees) • Family class members that often overlooked • Generational Wealth strategies by Asian wealthy families • Real Life Case studies: Learn the successful strategies adopted and lessons of incomplete generational wealth planning • Future trends in Generational Wealth – ESG investments, digital assets, global family dynamic
11.45 am – 12.30 pm	Structuring Family Office for Long-Term Success • What is Family Office and why is it critical? • Core services of a Family Office • 3 Core Pillars of Family Office • Stakeholders of a Family Office • Various types of Family Office: key differences, advantages and disadvantages • Key considerations in setting up a Family Office • Family Office setup guide • Legal frameworks and tax incentives for Family Offices in Malaysia, Singapore and Hong Kong. • Diagram: Organizational structure of a typical Family Office
12.30 – 2.00 pm	LUNCH
2.00 – 3.30 pm	Strategies for Family Wealth & Business Succession Planning • Understanding the UHNW/ HNW families’ wealth structure • Centralization of family wealth (both onshore & offshore) • Business succession planning and exit strategies • Coaching and grooming program for identified successors • Inter-generational governance guide • Wealth enlargement planner • Risk management toolkit
3.30 – 3.45 pm	TEA BREAK
3.45 – 4.45 pm	Overcoming Cross-Border Wealth Management Challenges • Key international regulations: CRS, FATCA and BEPS – definition and scope, key differences for cross-border wealth management and implication for generational wealth planning • Common pitfalls in cross-border wealth management • Strategies for multi-jurisdictional / cross-border asset management • Adopt suitable risk mitigation
4.45 – 5.00 pm	Closing, Post-Assessment and feedback • Recap of key learnings • Participants share their main takeaway • Q&A

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/online program take?

Each physical/online 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.