| (Zoom & Live Lecture) Structuring and Re-structuring Family Wealth as time goes by |
| Date: |
22 October 2025 (Wednesday) |
| Time: |
2:30pm - 5:45pm |
| Level: |
I (Intermediate)
For delegates who have prior knowledge of the subject area |
| Language: |
English |
| Fee: |
HK$ 1,850 |
| Accreditation: |
(3 CPD Points being applied for - The Law Society of HK) |
| Ref: |
L25OT31 |
| Venue: |
Live Lecture or Zoom Webinar
- Rm 2102, 21/F, Beautiful Group Tower,
77 Connaught Road Central, HK
- Online Webinar via Zoom
[View Map] |
Presenter's Biography:
Wisdom is a trusted advisor for international high-net-worth families, renowned for her comprehensive expertise in private wealth matters. She guides clients through every facet of international estate planning and restructuring, succession planning, incapacity planning, cross-border estates, tax, family office, family governance, philanthropy, wills and probate.
Having honed her skills in both onshore and offshore law firms and as sole legal counsel within a family office, Wisdom brings a rare combination of legal acumen and operational insight. Her clients benefit from her deep familiarity within multiple jurisdictions, her ability to navigate complex cross-border issues and her proven track record serving multi-generational families across diverse cultures.
Wisdom takes a proactive, client-centric approach that goes beyond legal technicalities. She anticipates challenges before they arise and consistently delivers tailored, high quality advice.
As the founder of W Plus M, she is driven by a vision to empower individual family members to lead thriving, purpose-driven lives. Through thoughtful advisory, she helps families reframe prosperity in alignment with their unique values and aspirations, build a shared legacy and forge long-term partnerships underpinned by unwavering support.
She is a Trust and Estate Practitioner (TEP), a certified health coach and is admitted as a solicitor in England & Wales, British Virgin Islands and Hong Kong.
Marcus spent decades as a partner of a leading offshore law firm, advising international trust companies, high net-worth families and their advisors on estate and succession planning, trust and foundation structuring, family governance, charitable structures and philanthropy, wills, probate and estate administration.
He possesses deep expertise in trusts, foundations, companies, partnerships and other private wealth vehicles - and understands how these structures evolve as family members move through different life stages. He is particularly adept at tailoring bespoke solutions to the unique needs of Asian families.
Today, Marcus serves as an independent consultant, drawing on his extensive knowledge and experience to guide families around the world every aspect of wealth planning and governance.
He is an admitted Advocate of the Royal Court of Guernsey and BVI solicitor. He is also admitted as a barrister and solicitor of the High Court of New Zealand and as a solicitor of the High Court of England and Wales.
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Objective:
This seminar is for practitioners working in private wealth industry serving affluent families with global presence to provide them with a quick overview of various private wealth structures such as company, trust, foundation and limited partnership across premier jurisdictions. The focus is to provide practical guidance on tailoring each structure to a family's unique circumstances and adapting or re-structuring over time as needs evolve with real-life case studies that illustrate best practices and common pitfalls.
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Outline:
Part 1 will cover a quick overview of various private wealth structures:
- Company
- Various types of trust - full discretionary, fixed, reserved power, VISTA, STAR, Foreign grantor trust, granny trust, unit trust
- Foundation
- Limited partnership
Part 2 will provide practical guidance on technical knowledge and client skills:
- Essential factors in designing a structure
- What a structure can and cannot achieve
- Why, when and how to re-structure
- How to get client talk and listen
- Key criteria for selecting the right trustee or service provider
- Emerging issues and common mistakes in structuring and re-structuring
Part 3 will go through some case studies on the following topics
- Structuring for illegitimate children and cross-border issues: Jacky Zong and others v Kelly Fuli Zong and another (HCMP 2772/2024) [2025] HKCFI 3355
- Restructuring for multigenerational family: HSBC Trustee (CI) Limited v Siu Hing Kwong and others [2017] JRC214A
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| Category: |
Others |
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Bookings & Payments
To reserve a seat, please fax the completed booking form to us. We will send out a written Booking Confirmation either by fax or by email to confirm your booking, normally within 48 hours after receiving the booking form. Payment should be made upon we send the Booking Confirmation to you, or together with the booking form if the booking is received within seven (7) days of the course. You are advised to contact us to confirm your place if you have not received the Booking Confirmation prior to the commencement of the course.
Cancellation
In case of cancellation of a booking, you must inform us in writing at least seven (7) days before the date of the course, and a full refund will be issued (less of HK$300 administration fee). Cancellation of unpaid bookings will incur a HK$300 administration fee and the cancellation will not be deemed effective until payment of such fee is received. No refunds will be given and any outstanding amounts remain payable in full if the written notice of cancellation is made less than (7) days before the date of the course.
Transfer
If you cannot attend a booked course, you must inform us in writing at least 24 hours before the commencing time of the course. You may then:
- Transfer the booking to a replacement delegate;( Not available for Individual Discount Packages)
- Transfer your booking to another course, to be held before 31 October 2025; or
- Request a credit voucher, to be used on another LexOmnibus CPD course to be held before 31 October 2025.
No attendance
Once a booking is confirmed and no written notice of cancellation is received by us within the specified time as mentioned above, if a delegate has not settled the payment for a course and fails to attend, for whatever reason, the course fee will remain payable in full. To be awarded CPD points, full attendance of all parts of the conference is required. If you arrive later, or fail to attend a course, your course fee will not be waived, refunded or a credit voucher issued.
Weather
In the event that the No.8 typhoon signal is hoisted or the Black Rain Storm warning is raised within 2.5 hours of the course or is due to be raised during the course, the course will be cancelled. In the event of cancellation due to bad weather, the course will be rescheduled or a credit note issued. No refunds will be given.
Record of Attendance
A certificate of attendance can be provided at a cost of HK$40. Alternatively, a verification of attendance in letter format, along with the original payments receipt is available, at a cost HK$40. Please apply in writing to request either a certificate or verification letter subsequent to the course.
Conference Venue
All the conferences, except webinars, will be taken place in Central. The address of the conference venue will be notified by email, and via the website.
Other Terms
- We may reschedule, vary the details of a course at any time without liability. If we cancel or reschedule the course, except due to the weather conditions indicated, a credit note will be issued.
- Any bank charges and/or expenses incurred as a result of bounced cheques shall be borne by the delegates.
- LexOmnibus will not issue an invoice for registration of a course except under special circumstances and LexOmnibus reserves the right to charge an administration fee for providing that service.
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