Wealth Management

[Webinar] Trust Training Certificate (TTC) - Unit 13: Family Office

Overview

This is Unit 13 of the training programme in pursuing the “Trust Training Certificate”.

It consists of one module – Module 21: Family Offices Overview.

For the topics to cover, please refer to the content section below.

Content Highlight

- The nature of a family office
- The role of a family office
- How a family office may be brought into the structuring required
- The need for good family governance
(a) Family constitutions (requirements and drafting)
(b) Voting
(c) Family business management succession criteria
- Comparison between single family offices and multi family offices and their pros and cons
- Multi-family office considerations

Who Should Attend

The course is primarily targeted to those who would like to pursue “Trust Training Certificate” in order to apply for the Hong Kong Trustees’ Association Certified Trust Practitioner™ designation.

It is also relevant to those who would like to gain a solid understanding of the course subject matter.

Instructor / Speaker

Carolyn BUTLER

Carolyn Butler is the Managing Director of International Fiduciaries Limited. She has 30 years’ experience in the financial services industry; the past 25 years of which have been in Asia. She has extensive expertise and knowledge of both private and corporate trusts, investment management and the retirement schemes industries and acts as an independent director for an MPF scheme. Carolyn is Chairman of the Education Sub-Committee of Hong Kong Trustees’ Association and a past Chairman of the HKTA. She is a fellow of the Hong Kong Securities and Investment Institute. She has a Bachelor of Business degree, an MBA and a Masters of Business Law.

Administrative Details

Code
TQPWM21003901
Date & Time
Wednesday, 12 May 2021 (06:00 PM - 09:00 PM)
Venue
Virtual Platform
Relevant Subject
Others
Language
English
Hours
SFC:3.00, PWMA:3.00, LawSociety:2.50, HKTA:3.00
Fees