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Address

Grand Copthorne Waterfront Hotel
392 Havelock Road
Singapore

Singapore
169663
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External Workshop: Family and Business Succession Planning Workshop by Azzarion

Overview

Date:
Thu, 21 Dec To Fri, 22 Dec
Time:
9:00 am to 6:00 pm
Refreshments:
Lunch will be provided
Focus:
All Financial Advisers, banking, legal and accounting professionals who are looking to expand their portfolio and increase their service level to their clients.
Additional Info:
Book a seat through this page and make payment for the course directly to Azzarion. You may contact Cecilia at 6532 3233 or email cecilia@azzarion.com for enquiries on funding.

Description:

Preservation of wealth requires proper planning, whether the individuals are working professionals or High Net Worth. Different tools can be deployed to achieve the best wealth transfer plan. Using Wills alone may not ensure that wealth are distributed fair and equitably to the beneficiaries. For wealthier families, they face more complex issues with multiple businesses and cross border assets.

How can financial advisers assist their clients in sorting out their complex wealth issues and at the same time, manage the family dynamics during the process of wealth transfer from one generation to the next?

Azzarion’s workshop on Family and Business Succession Planning will equip financial advisers with practical strategies to plan for their personal, family and business wealth, with the aim to preserve their hard-earned wealth and harmony within the family for generations.

 Organised by:                         In partnership with

            

Sign up now for an exciting 2-day (21 & 22 Dec) workshop and FPAS Members get to enjoy special rate @ $1275 (regular fee is at $1500).

For enquiries on funding: 

Call Ms. Cecilia at 6532 3233 (DID) or Email: cecilia@azzarion.com

PROGRAMME PROSPECTUS

Day 1 – Wills and Trust for Family Wealth Preservation Planning

Learning objectives

–          An insight on Will Planning and its uses

  • Can I give to whoever I wish?
  • What makes a valid Will?
  • What if there’s no Will?
  • The main persons in a Will
  • Some assets not covered by Will
  • Making gifts covered by Will

–       The mechanics of Trust Planning for Assets Preservation

  • Planning for a retail person
  • Living trust basics
  • Standby living trust basic
  • Planning for a HNW Person
  • Setting up Family Trust (Private Trust Corporation)

Day 2 – Family Business Succession Planning and Generational Wealth Strategies

Learning objectives:

–           Succession planning for family-owned and non-family owned businesses

–           Opening up a business owner prospect and collecting relevant information.

–           An overview on Generational Wealth Strategies (GWS).

–           Preserving Wealth, Values and Harmony within a Family via a Family Office.

–           The use of Trust in the formation of a Family Office for Preservation.

–           What is the function of the trust in the GWS structure?

–           An in-depth look at Family Governance.

–           Putting the entire GWS structure together: The Family and Business

–           Moving Upmarket – Consultation and Partnership

ABOUT THE SPEAKERS

  

Low Ee Meng Isaac

CLU, ChFC, CFA, STEP Affiliate Member Director

Mr Isaac Low is responsible for managing Azzarion Advisory Pte Ltd which provides consultancy in structuring and governance for family businesses. Besides overseeing the operation of the business, he is directly involved in servicing many high net-worth clients in the region, such as Singapore, Malaysia, Indonesia and Taiwan, addressing their business succession as well as private wealth accumulation and preservation concerns. With 28 years of financial advisory experience, Isaac also leads the Investment Advisory Services team in Avallis Financial Pte Ltd. They aim to deliver insightful investment recommendations upheld by a combined depth of experience in financial markets.

Keon Chee

LLB (London), MBA (Columbia)

Director & Founder, Legasy Planners Pte Ltd

Mr Keon Chee advises families and businesses on their estate, financial and succession needs. He brings years of experience to his clients from his previous work as a resident manager of a licensed trust company, an investment analyst and a financial adviser. Keon is a regular trainer and speaker to the financial and estate planning industry. He has been featured in many magazines and newspaper.

 

Book Now

External Workshop: Family and Business Succession Planning Workshop by Azzarion


Event date(s): Thu, 21 Dec To Fri, 22 Dec

Ticket Information

Ticket Type Spaces
Standard Ticket