Our team successfully held the "Wealth Succession" talk on July 5 (Saturday), attracting over 40 guests with an enthusiastic response.
During the event, our company’s Chartered Wealth Manager® and Certified Trust Practitioner™, Mr. Eric Chan, provided a systematic and accessible analysis of various wealth succession tools. Using real-life cases, he vividly illustrated the advantages and key considerations of different instruments, helping attendees gain a comprehensive understanding of the essential elements of wealth planning.
Highlights
- Professional Insights：Coverage of diverse succession tools including Wills, Enduring Powers of Attorney (EPA), Trusts, and Insurance.
- Practical Case Studies：Integrating theory with practice to analyze application scenarios and the pros and cons of each tool.
- Q&A：speaker provided detailed answers to guest inquiries, fostering a lively exchange.
We sincerely thank all our guests for their active participation. We will continue to host high-quality events to help you master the core wisdom of wealth management.