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Course Details

Trust in the Wealth Management Industry
Thelma Kwan, Barrister-at-Law
Date: 21 January 2020 (Tuesday)
Time: 2:30pm - 5:45pm
Level: I (Intermediate)
For delegates who have prior knowledge of the subject area
Language: English
Fee: HK$ 1,700
Accreditation: 3 CPD pts (Accredited by The Law Society of Hong Kong)
Ref: L20TP01
Venue: Learning Commons Ltd
Room 1602, 16/F,
1 Duddell Street,
Central, Hong Kong
[View Map]
Presenter's Biography:

Thelma Kwan is a Barrister specializing in trust, probate and family law in Hong Kong. Prior to returning to practice in 2014, she has previously spent 20+ years in the trust and wealth planning segment of various private banks, serving high net worth clients in the Asia region. While her mandates were various, Thelma's interest and focus had been serving clients in their wealth planning needs with a holistic approach; taking into regard issues including family succession planning, asset protection, business succession, and cross border tax issues. Thelma was on the IFC Power Women Top 100 in 2013, and also named in the "Leading Trustee" category in the Citywealth Leaders List in 2013.
Thelma is co-author of the book "Drafting Trusts and Will Trusts in Hong Kong" which was published in January 2016.
 
Objective:

This seminar will give an introduction to the use of trust in the world of private wealth management. It will explore how the industry has evolved, why clients use trust, benefits and pitfalls, and explain special vehicles for private clients succession planning.
 
Outline:

  • Introduction to the trust industry within private bank
  • Application of trust principles in the modern world
  • Why people use trust?
  • Evolution of the use of trust for private clients
  • Types of assets and considerations
  • Types of Trust
  • Cayman STAR, BVI VISTA and PTC
  • The role of trust in business succession planning
  • Use of other wealth planning tools
  • Frequently Asked Questions
  • Recent cases development

 
Category: Trust, Succession & Probate
Course Booking Terms & Conditions

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