Event Information
Event code FCPD24092501 Event Flyer Closed Language English
Event name Face-to-face: Discussion Forum: Discovering Family Office Dynamics for Success
CPD hours 2.50
Competency Business Planning and Strategy,Industry Knowledge Sub-Competency Identifying opportunities and threats,Business and product knowledge
Level 2 - Intermediate
Support programme
 Yes. To apply, complete the enrolment form for support programme, check the declaration and send the form to the Institute.
Contact enrolment@hkicpa.org.hk / 2287 7381 (phone) for payment & enrolment status or cpd@hkicpa.org.hk / 2287 7253 / 2287 7230 (phone) for course information
Description

The family office sector is surging in recent years, boosted with various supportive measures implemented by the Government. Join this discussion forum to discover the crucial roles that professional accountants play within family offices. Veterans will discuss how family offices fit into legacy planning and the different roles they can play. The diverse functions that family offices can undertake and the practical applications of family office services will also be delved. In the panel discussion, professionals from diverse backgrounds will share insights into the contributions of professional accountants within family offices.

Highlights of the Forum:
Topic Speaker/ Panelist/ Moderator
Section 1: Introducing Family Office (FO)
  • Family Legacy
  • Typical function of FO for clients and families
  • High level industry overview, evolution pathway and landscaping overview
 Ms. Angel Chia
Executive Director, Hong Kong Academy for Wealth Legacy
Break and mingling section
Section 2: Panel Discussion – Opportunities and solutions for CPAs under FO and Capital Investment Entrant Scheme (CIES)
  • Immigration to Hong Kong via CIES
  • Application process and pain points
  • Difference between Multi-Family Office and Single Family Office
  • Sample business model of FO
The Panel will be consisted of individuals with vast experiences and diverse backgrounds from both the FO perspective and marker players		 Panelists:
Mr. Andrew Chow
Partner and CIO, Ark Advisors Limited;
Managing Director, ARTA Techfin
Mr. Cliff Ip FCPA (Aust.)
Divisional President 2024 – Greater China, CPA Australia;
Partner, Wings Capital;
Managing Director and CEO, Wings Securities Limited
Ms. Edith Cheung
Associate Director, World Link CPA Limited
Mr. Clement Siu
Deputy Managing Partner, Global Vision CPA Limited
Moderator:
Mr. Frank Lam
Director – Assurance Services and Leader of Family Office, BDO Limited
Wrap up and networking with speakers

 

Members who are interested in joining webinar format, please click here for enrolment.
Event Date
Date / Time CPD hours Venue
25 Sep 2024 (12:00 - 14:30) 2.50 27/F, Wu Chung House, 213 Queen's Road East, Wanchai, Hong Kong
Fee Information
Type Fee (HKD)
Enrolment Member Fee 250.00
Student Fee 250.00
Non Member Fee 500.00
Full Hot and limited seat Promotion
Closed e-Learning Continuing Education Fund
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