(FACE-TO-FACE) Advanced Succession Planning Strategies for UHNWIs and Families, Multi-Jurisdictional and Complex Clients
This seminar is a repeat of the webinar held on 19 March 2025.
Venue: Room 1501-2, 15/F, Hong Kong Club Building, 3A Chater Road, Central
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.
Important Notes:
1. This FIS programme is open for enrolment from insurance practitioners only.
2. This webinar will be delivered via Zoom Cloud Meeting and you will require to have a computer either desktop or laptop, Windows/Mac, or a tablet with camera, microphone and speaker for joining the session and a stable internet connection.