2024 Keys to Family Wealth Management – ​​From Trusts to Family Offices

Course objectives: Master the basic concepts, legal applications and practical operations of trusts, and provide comprehensive guidance for students to establish and manage personal/family trusts.

Course Outline:

Part 1 - A preliminary understanding of trusts

1. Definition, function and structure of trusts

2. The role of the trust and its responsibilities and authorities

3. Characteristics and application scenarios of different types of trusts

Part 2 - Trust Legal Practice

1. Core Points of Trust Law

2. Key terms and elements of a trust deed

3. How to Maintain a Trusted Firewall

4. Common causes and consequences of trust violations

5. Similarities, Differences and Combinations of Trusts and Insurance

Part 3 - Personal/Family Trust Structure Design

1. 9 common trust structure designs and applications

2. Legal and compliant cross-border asset allocation solution

3. Considerations when choosing a trust service provider and location of establishment

4. The operational process of the trust structure and the role of students

Part 4 - Family Office and Trust Integration

1. Family Office Characteristics and Tax Benefits

2. Family governance structure and family constitution

3. How to effectively cooperate with family offices and trusts

4. Handling common client issues in family offices

Part 5 – Investment Decisions of Family Offices

1. Principles of wealth creation and wealth preservation for family wealth

2. Build an all-weather asset allocation portfolio

3. The role and operations of the family investment committee

4. Portfolio Manager Selection Criteria

Part 6 - Consultative Selling Techniques

1. Framework and techniques for customer needs analysis

2. Effective questioning and active listening methods

3. Negotiation skills and objection handling

4. Case studies and role-playing training

Through the systematic study of this course, students will fully master the key skills of independently establishing and managing personal/family trusts, which will help guide their future wealth management journey.

Interested students are welcome to sign up!