STEP Asia Conference Series Webinar 5: Planning for Family Business and Succession - 24 November 2020

Host group
Host Left
Hosted by
STEP Hong Kong
Event Type
Web Event
Date

This session forms part of the Asia Conference Webinar Series. Book individual sessions or attend the whole series and receive 15% off your booking fee.  

Agenda (17.00-18.30 Hong Kong Time)

Chair: Richard Grasby TEP, Hong Kong

17.00: How family enterprises are using wealth to build a great family
Family is the foundation for long-term business resilience. Drawing on interviews with family members from 100 large global business and financial families who have been successful for more than three generations, this talk will look at the four paths that such families take to build a family “tribe”, and how the family forms the foundation for business and financial succession and resilience. We look at four paths: creating shared purpose and identity; developing trusting, caring relationships; developing skills and commitment in the next generation; and having a positive impact on their community. 

Speaker

  • Dennis Jaffe TEP, Wise Counsel, USA

17.45: Family constitutions and charters – a case study interview
This session will present a case study involving a typical family situation that is designed to showcase how an advisor goes about identifying issues and dealing with them in family documents. Mock interviews with family members will explore what issues need to be considered, identifying areas of potential disagreement and how to deal with them, getting the next generation to “buy in”, and discuss the interaction with trustees, letters of wishes, shareholders’ agreements and articles of underlying companies. Also to be discussed is the extent to which documents should be legally binding.

Speakers

  • Nicholas Jacob TEP, Forsters LLP, UK
  • Cynthia Lee TEP, HSBC Private Banking, Hong Kong
  • Bernard Rennell TEP, InterGen Capital Partners Limited, Hong Kong

#STEPAsia

Thank you to our sponsor

Cost group
Event Cost
Hong Kong Dollar
600.00
STEP Member
Hong Kong Dollar
720.00
Non-Member
*Prices include VAT that is chargeable to all delegates
Schedule
17.00-18.30 Hong Kong Time (GMT+8)
CPD Points
CPD Certificates are not automatically supplied following an event. Should you require a CPD certificate confirming your attendance at an event please contact the person on the calendar listing to request this.
1.5 Hours
Contact
Add to Calendar 2020-11-24 00:00:00 2020-11-24 00:00:00 STEP Asia Conference Series Webinar 5: Planning for Family Business and Succession - 24 November 2020 This session forms part of the Asia Conference Webinar Series. Book individual sessions or attend the whole series and receive 15% off your booking fee.   Agenda (17.00-18.30 Hong Kong Time) Chair: Richard Grasby TEP, Hong Kong 17.00: How family enterprises are using wealth to build a great family Family is the foundation for long-term business resilience. Drawing on interviews with family members from 100 large global business and financial families who have been successful for more than three generations, this talk will look at the four paths that such families take to build a family “tribe”, and how the family forms the foundation for business and financial succession and resilience. We look at four paths: creating shared purpose and identity; developing trusting, caring relationships; developing skills and commitment in the next generation; and having a positive impact on their community. Speaker Dennis Jaffe TEP, Wise Counsel, USA 17.45: Family constitutions and charters – a case study interview This session will present a case study involving a typical family situation that is designed to showcase how an advisor goes about identifying issues and dealing with them in family documents. Mock interviews with family members will explore what issues need to be considered, identifying areas of potential disagreement and how to deal with them, getting the next generation to “buy in”, and discuss the interaction with trustees, letters of wishes, shareholders’ agreements and articles of underlying companies. Also to be discussed is the extent to which documents should be legally binding.Speakers Nicholas Jacob TEP, Forsters LLP, UK Cynthia Lee TEP, HSBC Private Banking, Hong Kong Bernard Rennell TEP, InterGen Capital Partners Limited, Hong Kong #STEPAsia Thank you to our sponsor STEP Hong Kong STEP Hong Kong Europe/London public