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20220705 Family Legacy Planning – Case Studies and Holistic Family Office

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Programme Code:
20220705
Date:
05 July 2022 (Tuesday)
Time:
6:30 pm - 8:00 pm
Speakers:

Mr Allan Lee, Head, Family Governance Center, Legacy Academy

Language:
Cantonese
Venue:
Live webinar
Proficiency Level:
Advanced Level
Fee:
$150 – $200
CPD Hours:
1.5
Seat:
100
Event Categories:
,
Application Form:
20220705 enrollment form

Description

Family business comprises more than 60% of the enterprises in Hong Kong.  However, only around 4% have comprehensive family legacy planning.Family legacy planning is critical to create consensus of family values, sustain family relationship, transform family knowledge, manage family wealth and succeed family enterprises across generations.

A holistic family office designed with the family in mind can preserve the family spirit and wealth. This would also address family issues on succession, governance and tax.

In this webinar, the speaker will share the statistics and research findings on family legacy, case studies on family legacy with family planning from five dimensions, and how holistic family office could contribute to the success of family legacy planning.

  • Statistics and research findings on Family Legacy
  • Case studies on family legacy
  • Family legacy planning – The Holistic Wealth Family Legacy Five-Dimension Model
  • Holistic family office for successful family legacy planning

Speaker Profile

Mr Allan Lee, Head, Family Governance Center, Legacy Academy

Mr Allan Lee is a Master Family Legacy Planner who is responsible for family legacy consultancy and training services. He is also a Research Associate at the Chinese Family Succession Research Centre of The Hang Seng University of Hong Kong. He specialises in family governance and research on success factors of Japanese enterprises with longevity. He aims at establishing family business governance system for family enterprises. He serves families and their business as a consultant through writing family constitution, establishing family council framework for family communication, and exploring and advising on business philosophy and culture for family business.

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