Advising Families: Bringing Together the Internal and External (Hybrid-Physical Attendance)

  • Wednesday 19 Jun 2024

  • 4.00 pm – 5.30 pm

  • English

  • HKCGI: 3/F Hong Kong Diamond Exchange Building, 8 Duddell Street, Central, Hong Kong (This page is made for physical session. If you wish to join online, please scroll down for the registration link of online session.)

  • HKCGI Member, Graduate, Student, Affiliated Person & Non-Member


  • Ms Patricia Woo, Partner, Squire Patton Boggs
  • Mr Edmond Chiu FCG HKFCG(PE), Council Member and Chairman of Professional Services Panel, HKCGI; Head of Corporate and Fund Services, Vistra Corporate Services (HK) Limited (Chair)


This seminar will explore the critical importance of integrating the internal family dynamics with the external ever-changing environments. The speaker, a fund, trust and tax lawyer, will share insights on how to adopt an integral approach to effectively address the unique challenges faced by affluent families.

  1. An integral approach to affairs of wealthy families
  2. Why it is important to bring together the internal and external
  3. Practical application of the integral approach
  4. Examples – working with the family as a whole and the family members

This is the physical session and physical attendance is required for CPD counting purpose. If you wish to join online, please click HERE for the online session.

Remarks on this Physical Session:

  • Physical seats are limited and shall be taken on first-come first served basis. Registration will be closed on 17 June 2024 at 5.00pm.
  • Once enrolment in the physical session is confirmed by the Institute, requests to change to online session will not be entertained.
  • Physical attendance is subject to the weather condition at the time of the seminar. The Institute reserves the right to convert enrolment in the physical session into online session.

Level: Intermediate

Speaker's bio:
Ms Patricia Woo

Seat guarantee will only be given to HKCGI Fellows and/or Practitioner’s Endorsement (PE) holders if registered 10 clear working days with payment prior to the date of the seminar.

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