Privacy Policy
By registering for BM016bE, you agree to ISCA's Privacy and Data Protection Policy at http://isca.org.sg/privacy-and-data-protection-policy and that ISCA may collect, use and/or disclose your personal data for matters relating to the enrolment of BM016bE in accordance with the Personal Data Protection Act 2012. The Institute may from time to time use your personal data to inform you of related news, activities, benefits, goods, services, facilities and events. The Institute may also use your personal data for the conduct of statistical research and studies, and analyse the data collected to administer, develop and improve its services. For the purpose of event coverage, photography (and videography) will be in progress during the event. Please inform the photographers (or organiser) if you do not wish for your photographs to be taken. Further, you agree that ISCA may disclose your Personal Data to Azzarion for the purpose of processing your enrolment and course administration, which shall be subject to Azzarion's Privacy Policy.
Wealth Preservation and Business Succession - Top practices by Asian Wealthy families is a 3-day course. You can choose to attend one or more days based on your learning needs, or opt for the full 3 days to master all aspects of wealth management and business succession planning. Enjoy cost savings when you attend two or more days!
Choose between these options:
Day 1: Pillars of Family Wealth & Business Sucession Planning
Day 2: Dynamics of Family Wealth & Business Sucession Planning
Day 3: Strategies for Pillars of Family Wealth & Business Succession Planning
Package A: Day 1 + Day 2 (save $100)
Package B: Day 2 + Day 3 (save $100)
Package C: Day 1 + Day 3 (save $100)
Package D: Day 1 + Day 2 + Day 3 (Save $600)
Part | Course Content | Session Date(s) | Price (before GST) |
1 | (This does not include day 2 and 3) | 3 Apr 2024 | $1,200 |
2 | (This does not include day 1 and 3) | 4 Apr 2024 | $1,200 |
3 | (This does not include day 1 and 2) | 5 Apr 2024 | $1,200 |
Package A | (This does not include day 3) | 3 Apr 2024 4 Apr 2024 | $2,300 |
Package B | (This does not include day 1) | 4 Apr 2024 5 Apr 2024 | $2,300 |
Package C | (This does not include day 2) | 3 Apr 2024 5 Apr 2024 | $2,300 |
Package D | (This includes all three days) | 3 Apr 2024 4 Apr 2024 5 Apr 2024 | $3,000 |
Programme Outline
Day 2: Dynamics of Family Wealth & Business Succession Planning
Session 4: Combining Family Wealth Holding Structure & Generational Wealth Strategies
The Asian Values
Centralization of family wealth | - 3 major reasons why a family needs to centralize the family wealth.
- Understand the best practices.
|
Wealth preservation vehicles | - Comparing the 4 types of preservation vehicles.
- 4 core options of wealth holding structures, and how to customize them for various family wealth profiles.
- Combining a family’s wealth holding structure with its generational wealth strategy for effective generational wealth transfer.
|
Session 5: Family Feuds are by Default
Dealing with family dynamics
Resolving family conflicts | Understanding the 4 major conflicts and how to resolve them: - Values Conflict
- Interest Conflict
- Relationship Conflict
- Structural Conflict
|
Reviving family unity | - How the risk of conflict increases with each passing generation.
- Five checklists for reviving family unity.
- Performance appraisals for family members.
- Key provisions in the shareholders agreement.
- Conflict resolution mechanism.
|
Chapter 6: Navigating Asian Cultural Challenges in Wealth Transition
Breaking stereotypes, counseling for change, and grooming the next generation
Undesirable stereotypes | Understanding the 3 concepts of: - “Communism” behavior
- “Deprivation” behavior
- “Trust Fund Baby” behavior
- Key considerations for each of the above 3 situations when structuring family wealth preservation strategies.
- Discover distribution guidelines that prevent cultural flaws from eroding family values and wealth when transiting to next generation.
|
Counseling for change | Five steps to counseling for change: - Defining the problem objectively.
- Communicating what alternatives are acceptable to the family council.
- Creating an incentive system to encourage desired outcomes.
- Breaking undesirable patterns.
- Showing empathy.
|
Grooming the succeeding generation | Starting early, understanding: - 6 phases of grooming the succeeding generation.
- 7 milestones for business succession.
|
Training Methodology
Lecture style with Case Studies
Closing Date for Registration
1 week before programme or until full enrolment.
Intended For
Trustees, lawyers, tax accountants, and financial planners who wish to expand their private wealth and ultra-high net worth customer base.
Schedule & Fees
Testimonial
Funding
No funding Available!
Programme Facilitator(s)
Privacy Policy
By registering for BM016bE, you agree to ISCA's Privacy and Data Protection Policy at http://isca.org.sg/privacy-and-data-protection-policy and that ISCA may collect, use and/or disclose your personal data for matters relating to the enrolment of BM016bE in accordance with the Personal Data Protection Act 2012. The Institute may from time to time use your personal data to inform you of related news, activities, benefits, goods, services, facilities and events. The Institute may also use your personal data for the conduct of statistical research and studies, and analyse the data collected to administer, develop and improve its services. For the purpose of event coverage, photography (and videography) will be in progress during the event. Please inform the photographers (or organiser) if you do not wish for your photographs to be taken. Further, you agree that ISCA may disclose your Personal Data to Azzarion for the purpose of processing your enrolment and course administration, which shall be subject to Azzarion's Privacy Policy.
Wealth Preservation and Business Succession - Top practices by Asian Wealthy families is a 3-day course. You can choose to attend one or more days based on your learning needs, or opt for the full 3 days to master all aspects of wealth management and business succession planning. Enjoy cost savings when you attend two or more days!
Choose between these options:
Day 1: Pillars of Family Wealth & Business Sucession Planning
Day 2: Dynamics of Family Wealth & Business Sucession Planning
Day 3: Strategies for Pillars of Family Wealth & Business Succession Planning
Package A: Day 1 + Day 2 (save $100)
Package B: Day 2 + Day 3 (save $100)
Package C: Day 1 + Day 3 (save $100)
Package D: Day 1 + Day 2 + Day 3 (Save $600)
Part | Course Content | Session Date(s) | Price (before GST) |
1 | (This does not include day 2 and 3) | 3 Apr 2024 | $1,200 |
2 | (This does not include day 1 and 3) | 4 Apr 2024 | $1,200 |
3 | (This does not include day 1 and 2) | 5 Apr 2024 | $1,200 |
Package A | (This does not include day 3) | 3 Apr 2024 4 Apr 2024 | $2,300 |
Package B | (This does not include day 1) | 4 Apr 2024 5 Apr 2024 | $2,300 |
Package C | (This does not include day 2) | 3 Apr 2024 5 Apr 2024 | $2,300 |
Package D | (This includes all three days) | 3 Apr 2024 4 Apr 2024 5 Apr 2024 | $3,000 |
Programme Outline
Day 2: Dynamics of Family Wealth & Business Succession Planning
Session 4: Combining Family Wealth Holding Structure & Generational Wealth Strategies
The Asian Values
Centralization of family wealth | - 3 major reasons why a family needs to centralize the family wealth.
- Understand the best practices.
|
Wealth preservation vehicles | - Comparing the 4 types of preservation vehicles.
- 4 core options of wealth holding structures, and how to customize them for various family wealth profiles.
- Combining a family’s wealth holding structure with its generational wealth strategy for effective generational wealth transfer.
|
Session 5: Family Feuds are by Default
Dealing with family dynamics
Resolving family conflicts | Understanding the 4 major conflicts and how to resolve them: - Values Conflict
- Interest Conflict
- Relationship Conflict
- Structural Conflict
|
Reviving family unity | - How the risk of conflict increases with each passing generation.
- Five checklists for reviving family unity.
- Performance appraisals for family members.
- Key provisions in the shareholders agreement.
- Conflict resolution mechanism.
|
Chapter 6: Navigating Asian Cultural Challenges in Wealth Transition
Breaking stereotypes, counseling for change, and grooming the next generation
Undesirable stereotypes | Understanding the 3 concepts of: - “Communism” behavior
- “Deprivation” behavior
- “Trust Fund Baby” behavior
- Key considerations for each of the above 3 situations when structuring family wealth preservation strategies.
- Discover distribution guidelines that prevent cultural flaws from eroding family values and wealth when transiting to next generation.
|
Counseling for change | Five steps to counseling for change: - Defining the problem objectively.
- Communicating what alternatives are acceptable to the family council.
- Creating an incentive system to encourage desired outcomes.
- Breaking undesirable patterns.
- Showing empathy.
|
Grooming the succeeding generation | Starting early, understanding: - 6 phases of grooming the succeeding generation.
- 7 milestones for business succession.
|
Training Methodology
Lecture style with Case Studies
Closing Date for Registration
1 week before programme or until full enrolment.
Intended For
Trustees, lawyers, tax accountants, and financial planners who wish to expand their private wealth and ultra-high net worth customer base.
Programme Facilitator(s)
