Family Offices as Part of Wealth Management

  • English

  • HKCGI Member, Graduate, Student & Non-Member


  • Mr Chee Weng Lee, Global Head of Tax, Tricor Services Limited
  • Mr Michael Shue, Managing Director - Trust Services, Tricor Services Limited


In this webinar, two seasoned Tax and Trust professionals will cover the following elements:


  • What is a “family office”?
  • How are family offices structured and what are the functions/services a family office would require?
  • Family offices as part of wealth management planning – examples of schemes involving family offices (such as Singapore’s S.13X)
  • Why is tax planning an important part of wealth management planning?

(Recorded in March 2021)

Speakers' bio:
Mr Chee Weng Lee
Mr Michael Shue

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