How Trusts Help in Family Offices (10 Sept)
- Lam Stefansen
- Aug 12
- 2 min read
【How Trusts Help in Family Offices】
Date: 10th September, 2025 (Wednesday)
Time: 5:00 to 7:00 pm
Language: English
Venue: Vistra Office (23/F, Lee Garden One, Causeway Bay)
Registration Link :
(Complimentary access for organizers' members only. The event will be on first-come first-served basis. Admission requires approval, and only individuals with a QR code confirmation email will be allowed entry.)
A trust provides legal protection, tax efficiency, and structured inheritance, while a family office offers hands-on wealth management.
Ultra-high-net-worth (UHNW) families often use both: trusts for asset protection, succession planning, and tax benefits, and family offices for operational oversight.
Trusts shield assets from creditors, ensure smooth wealth transfer, and maintain privacy.
They also allow governance control and flexible structuring (e.g., spendthrift or special needs trusts).
Combined, trusts and family offices create a robust framework for preserving and managing generational wealth.
Look forward to seeing the sharing of real-life cases and practical applications.
Organizers:
Asia Family Office Foundation -AFOF
Hong Kong Trustees' Association (HKTA)
KPMG China
Famille Trust Limited 家。承信託有限公司
Supporting Organization:
Bank of Singapore
Venue Sponsor:
VISTRA
Opening Speech:
Ms Ka Shi Lau,
Chairman, Hong Kong Trustees' Association
Moderator:
Mr. Peter Koo,
Vice President, Asia Family Office Foundation -AFOF
Panelists:
Ms. Winnie Chan,
Vice President, Wealthy Advisory, Bank of Singapore
Ms. Karmen Yeung,
Head of Private Enterprise, KPMG CHINA
Ms. Fan Choi,
Executive Committee Member, Hong Kong Trustees' Association
Mr. Michael K. C. Kung,
Managing Director, Famille Trust
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