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Description
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Discussion Forum - Discovering Family Office Dynamics for Success (archived webinar) 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 | Notice This course operates under a new Learning management system (LMS) that is designed to enhance your learning experience. To gain access to LMS, please register for an LMS account. Within a day, you will receive an e-mail from LMS containing your login ID and a one-time password for activation. If you have already registered an LMS account, you will be able to access the course within 24 hours.
The viewing period is 180 days. Offline enrolment form
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