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

  • Wednesday 19 Jun 2024

  • 4.00 pm – 5.30 pm

  • English

  • This page is made for online session. If you wish to enrol in the physical session, please scroll down for the registration link.

  • 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 online session. If you wish to join in person, please click HERE for the physical session.

Remarks on this Online Session:

  • Registration will be closed on 18 June 2024 at 5.00pm.
  • Once enrolment in this online session is confirmed by the Institute, requests to change to physical session will not be entertained.
  • Online session will be delivered via Zoom facility. The Institute has made every effort to ensure that the quality of the internet connection is sufficient for media streaming. Attendees should ensure that they are in an area of stable internet connection with suitable bandwidth as this can affect user’s experience.

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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