Family Wealth Succession Planning – How can accountants expand their services from Businesses to Business Families 家族財富傳規劃 – 會計專業如何乘勢擴充業務?
(code: P190625)

Category Others
Event date 25 June 2019 (Tue)
Time 19:00 - 21:00
CPD hours 2 hrs
Language Cantonese (Handout in English)
Room 202, 2/F, Duke of Windsor Social Service Building, 15 Hennessy Road, Wanchai, HK
Tutor fee

Program Objective:

Business owners generally face 3 major challenges at some point in their lives: (1) Lack of satisfactory successors – so there is no prospect of retirement for the owner; (2) Risk of unexpected incomers, through probate or divorce of shareholders/children – causing loss of control in the business; (3) Even when the owner can cash out, there is no mechanism of control over the fruits of the business – causing family disputes and sometimes decade-long litigation.

So, if your client is a business owner, he might feel stuck; even if he is freed, he might fear losing control of what he has; even if he has control today, he might still worry about family disputes tomorrow.

Solve Their Inner Problems – As a professional advisor, how can you continue to exceed your client's expectations, by solving their most complex and concerned problems?

Make Your Service Sticky – As a competitor in the professional service market, how can you secure your revenue, by making your services so sticky that it becomes irreplaceable?


  • Holding structures for long term wealth preservation and distribution
  • 18 clauses for business succession planning
  • The 10-year process for shareholder succession planning
  • The 4-phase process for leadership succession planning
  • The Framework of Family Governance, including 18 mindsets, 3 key principles, 7 major elements, and 8 core functions
  • Case studies

Benefits for Participants:

Upon completion of the seminar, the participants should be able to: (1) give concrete and practical advice to clients on business succession planning; (2) assist high net worth clients with the implementation of family wealth succession plans; (3) provide additional service to existing clients.


Mr. Edwin Choi

Edwin is a Solicitor of the High Court of the HKSAR. He is a former part-time lecturer of the Faculty of Law of The University of Hong Kong. He is now the Legal Counsel of a multi-family office specializing in helping families conduct succession planning, to pass on their family wealth for generations to come.

Edwin has over 10,000 hours of experience in speaking to large audiences. He frequently provides training to finance professionals in Hong Kong, China and Taiwan, and offers private consultations to high net worth individuals in those regions.

Deadline of submission:

18 Jun 2019 (Tue)

Submission method:

Online Payment / Bank Transfer / Cheque

Important notes:

  • We will send the confirmation email 2 working days before the seminar to successful enrolees. If you do not receive any confirmation email, please contact us at 2155 8288 or 3575 6350.