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Chinese Family Succession Research Centre offers a series of seminars on family succession aiming to equip participants the latest knowledge on the transfer of family capitals to the next generations in the Greater China region. The series contains eight seminars of various topics on family succession including family wealth accumulation and preservation, family trust, and family governance. Each seminar is lasted for 2 hours facilitated by an academic or experienced practitioner of the field. A certificate of attendance is awarded to participants of each seminar.
Those are working in the banking, finance, and insurance industry with responsibilities on family succession planning, wealth management and related services:
Relationship managers
Investment managers
Insurance consultants
Financial planners
Retirement advisors
Tax advisors
Family heads and regulators are welcome to join individual seminars of the topic that they are interested.
FS-1 Overview of Family Succession
Understanding family succession and challenges
Global cases on family succession
Voice from the family heads in the Greater China region
Business implications and opportunities
Custody and intergenerational gifts
Estate planning and family trust
Trust products for the wealthy
Legal and regulatory framework of setting up a family trust
Family constitution and family business
Formal and informal family governance
Family council and family office
Types of modern family office and functions
Wealth inheritance and share transfer
Management succession and ownership succession of a family business
Family’s asset allocation and succession plan
Tax strategies of family succession
Dr. Kenneth Kwong
Chinese Family Succession Research Centre
School of Business,
The Hang Seng University of Hong Kong
Tel: (852) 3963 5588
Email: cfsrc@hsu.edu.hk
