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

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

- 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.

Speaker/Course Instructor

Mark LEA
Mark was educated in England and was qualified as a solicitor in 1970 in London. Since 1971, Mark has been concerned with international estate planning and structure and international comparative taxation. Having been a partner and then Chairman in one of the UK's most successful provincial law firms, he moved permanently to Asia and was admitted to practice as a solicitor in Hong Kong in 1995.

Mark is active in providing advisory works both to governments and families with international members. Mark advised the Government of Singapore with regard to the Trustees Act of Singapore. He originated the proposals for changes to the Trust Law of Hong Kong and advised on such changes. He advised the Malaysian Government on changes to the laws of Labuan, including Trust Law, Foundations Law and Limited Partnership Law. He remains an international adviser to that government. He advised the Government of Samoa on and has drafted new Trust Law, new Foundations Law and a new Trustee Companies Bill and has advised on and drafted changes to other relevant laws in consequence.

Mark taught a course on international estate planning, including the use of trusts and foundations, as Adjunct Professor of Law at the National University of Singapore for 10 years. He is teaching a similar course in Samoa.

Details

Code
TPPWM19003901
Date & Time
Tuesday, 4 Jun 2019 (6:00PM - 9:00PM)
Venue
HKSI Institute Training Centre
Language
English
Level
Advanced
Hours
SFC:3.00, PWMA:3.00
Fees
All (Member & Non-Member): HK$2500