Legacy and Succession Planning Talk

On 11 April, we were honoured to have barrister Ms. Thelma Kwan to speak about Legacy and Succession Planning. Given Ms. Kwan’s 24 years of private banking wealth management experience together with her legal expertise on family and trust law, the 67 attendees gained valuable tips on better asset planning for themselves as well as for their family. The talk closed with an interactive Q&A session and some attendees even requested for another session to follow up on the same topic.