Privacy Policy
By registering for BM016cE, 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 BM016cE 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 3 – Strategies for Family Wealth & Business Succession Planning
Session 7: Family Wealth is Best Managed by the Family
Agency conflict vs outsourced chief investment officer | Understanding 6 major factors causing agency conflicts in the management of family wealth. |
Family Office Investment Committee | Discovering and customizing the roles and functions of the Investment Committee. |
Investment Policy Statement | Understanding the 5 key elements in the Family Investment Policy Statement. |
Session 8: From Chaos to Control: Unmasking the Dark Side of Shareholder Succession Planning
Mastering the art of effective shareholder succession plans
Dynamics between majority and minority shareholders | - Is it always “all’s well, ends well” when it comes to the succession?
- Understanding the inclinations and conflicts among majority & minority shareholders.
- Discover the best practices in managing the dynamics between majority & minority shareholders.
|
Consequences of not having a shareholder succession plan | Strategies for the 3 stages of the business during the founding partner’s life cycle. |
From "Shareholders agreement" to "Shareholders succession agreement" | - Functions, timeframe, and factors when determining shareholder exit.
- “Years” vs “Age” approach when dealing with age gap of shareholders.
|
Planning a shareholder exit | Discover the 3 P’s options for shareholders’ exit. |
Business continuation trust | 5 tools to ensure the business will go on harmoniously and resourcefully. |
Session 9: Non-family Key Executives in Your Succession Plan
Share class rights | Using different share classes to align key employees to the family’s interest. |
Using share awards for succession planning | - Customizing it the right way right.
- The share vesting conditions.
- The 5 to 7-year leadership transition plan.
|
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 BM016cE, 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 BM016cE 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 3 – Strategies for Family Wealth & Business Succession Planning
Session 7: Family Wealth is Best Managed by the Family
Agency conflict vs outsourced chief investment officer | Understanding 6 major factors causing agency conflicts in the management of family wealth. |
Family Office Investment Committee | Discovering and customizing the roles and functions of the Investment Committee. |
Investment Policy Statement | Understanding the 5 key elements in the Family Investment Policy Statement. |
Session 8: From Chaos to Control: Unmasking the Dark Side of Shareholder Succession Planning
Mastering the art of effective shareholder succession plans
Dynamics between majority and minority shareholders | - Is it always “all’s well, ends well” when it comes to the succession?
- Understanding the inclinations and conflicts among majority & minority shareholders.
- Discover the best practices in managing the dynamics between majority & minority shareholders.
|
Consequences of not having a shareholder succession plan | Strategies for the 3 stages of the business during the founding partner’s life cycle. |
From "Shareholders agreement" to "Shareholders succession agreement" | - Functions, timeframe, and factors when determining shareholder exit.
- “Years” vs “Age” approach when dealing with age gap of shareholders.
|
Planning a shareholder exit | Discover the 3 P’s options for shareholders’ exit. |
Business continuation trust | 5 tools to ensure the business will go on harmoniously and resourcefully. |
Session 9: Non-family Key Executives in Your Succession Plan
Share class rights | Using different share classes to align key employees to the family’s interest. |
Using share awards for succession planning | - Customizing it the right way right.
- The share vesting conditions.
- The 5 to 7-year leadership transition plan.
|
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)
