Highlights

In this webinar, the speaker will cover :

• Family Office definition: Private Office for a Family
• Target clients of Family Office
• Reasons that HK is suitable for Family Office
• Main functions of Family Office
• Trust and succession planning advisory
• Benefits for family trust
• How CPA firms assist the family office clients

Speaker(s)

Mr. Frank Lam, Assurance Services Director & Leader of Family Office, BDO
Frank is the Director of Assurance Services and Leader of Family Office of BDO Hong Kong. He has over 20 years of audit experience with listed and initial public offering (IPO) clients operating in a variety of industries as well as merger & acquisition exercises in Hong Kong, mainland China, Southeast Asia, Europe and United States of America. He is currently a member of Branding and Communication Advisory Panel of the Hong Kong Institute of Certified Public Accountants (HKICPA) and a member of Small and Medium Practices Committee of the HKICPA.

Mr. Leo Li, Principal of Tax and Family Office, BDO
Leo Li is a Principal of Tax Services and Family Office in BDO Hong Kong.  He has over 15 years of tax experience with international and local clients over a wide spectrum of industries including trading, manufacturing, logistics, business service and real estate development. He has also provided individual income tax advisory services to expatriates and high net worth individuals. He is currently a member of the Hong Kong Taxation Institute, China tax committee member of HKICPA and a Certified Tax Adviser in Hong Kong.