Family Trust Planning – Different Ways to Do It by Azhar Iskandar Hew
March 29, 2024
Understanding Guaranteed Income in Income Insurance Plans & How To Calculate My Actual Return In Property Investments? By Avril Tan
April 29, 2024
Navigating Success: Asian Family Office Strategies in Wealth & Business Succession Planning by Samantha Teh
RM160.00
| Date | 30 April 2024 |
|---|---|
| Time | 9.00am – 1.00pm |
| CE/CPE/CPD | 5 CE Points / 10 CPE Points / 4 CPD Points |
| Facilitator | Samantha Teh |
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.