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Holiday Inn Singapore (Orchard City Centre)
11
Cavenagh Road

Singapore
229616
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External Event: Introduction to Selling to High Complex Wealth Individuals

Overview

Date:
Fri, 24 Aug
Time:
9:00 am to 1:00 pm
Refreshments:
Light refreshments will be served
Focus:
Knowledge-based
Additional Info:
$255 – FPAS Members, $300 – Non-Members. Book a seat here but make payment for the seminar directly to Azzarion. Please contact Cecilia Lim at 6532 3233 or email cecilia@azzarion.com for enquiries on funding.

Description:

Introduction to Selling to High Complex Wealth Individuals (HCWIs)

Programme Synopsis

How can you assist your clients to sort out the complex wealth issues specifically in managing family dynamics on inter-generational transmission of wealth?

As the wealth of your clients increase, their lives become more “financially complicated”. Major decisions need to be made. Assets need to be preserved in a safe structure. They need a proper framework to be in-place to preserve the fruits of their labor and to ensure their labor of love are distributed to their descendants accordingly.

FPAS partnering with Azzarion Advisory to bring to you the seminar on  “Introduction to Selling to High Complex Wealth Individuals (HCWIs)”. 

Come and hear from the experts on how they have helped their HCWIs clients to free them and to protect their descendants from this financial complexities. Learn how to use the various tools and strategies to address the HCWIs concerns.

Sign up now for an exciting half day seminar on 24 August from 9.00 am to 1.00 pm.

FPAS Members enjoy a special rate @ $255 (regular fee is at $300).

The course is  IBF-FTS Grant approved and for enquiry on funding:

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

 

Course Structure and Agenda

Session 1: Legacy Planning for HCWIs – by David Chee, Drew & Napier LLC

Session 2: Family Business Preservation Planning For HCWIs  – by Isaac Low, Azzarion Advisory

Outline and Learning Objectives
 Define a High Complex Wealth Individual (HCWI).
 Identify the needs and concerns of a HCWI.
 Understanding the advantages and limitations of the common tools used in legacy planning for HCWI.
 Planning for HCWI who are business owners.
 Determine the holding structure for personal and family wealth preservation.
 In-depth look at the components of the Family Governance.

Book Now

External Event: Introduction to Selling to High Complex Wealth Individuals


Event date: Fri, 24 Aug

Ticket Information

Online bookings are not available for this event.