(面授課程) Advanced Succession Planning Strategies for UHNWIs and Families, Multi-Jurisdictional and Complex Clients
此課程為2025年3月19日舉行的線上課程的重演。
地點: 中環遮打道3A號香港會所大廈15樓1501至02室
課程資料只提供英文版本。
Course Outline
- Advances strategies for wealth planning and succession
- Family Offices, Trusts and Structures used in Succession Planning
- Strategies for Tax Planning
- Involving, engaging and aligning with next generations
Speaker
Steve Kean
Steve Kean has over 3 decades of experience in international financial planning and wealth management, with a background that includes strategic and transformation management consulting and establishing and expanding successful life insurance platforms with 2 leading international private banks. Steve has trained thousands of professionals in Europe and across Asia through workshops designed to simplify complex financial concepts. Passionate about empowering others with actionable knowledge, he is committed to elevating industry standards and positive client outcomes.
請注意:
1. 本課程只接受保險從業員報名。
2. 本課程將透過 Zoom平台以視像課程形式進行，學員需要使用有視像功能的電腦 / 智能電話，並建議於上課期間使用穩定的網絡系統連結。