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Principles and Techniques of Family Wealth Transfer
家族財富傳承的道與術
Ms Emily Zhao Luyun趙路雲女士
Chairman, Lujiazui Family Service Alliance
Date 日期: 2025.04.23
Time時間: 16:30 – 18:00
Venue地點: May Hall, HKU 香港大學梅堂
Time時間: 16:30 – 18:00
Language 語言: in Mandarin 以普通話進行
Principles and Techniques of Family Wealth Transfer
家族財富傳承的道與術
Ms Emily Zhao Luyun趙路雲女士
Chairman, Lujiazui Family Service Alliance
Date 日期: 2025.04.23
Time時間: 16:30 – 18:00
Venue地點: May Hall, HKU 香港大學梅堂
Time時間: 16:30 – 18:00
Language 語言: in Mandarin 以普通話進行
Title 講座:
Principles and Techniques of Family Wealth Transfer
家族財富傳承的道與術
Speaker 講者:
Ms Emily Zhao Luyun趙路雲女士
Chairman, Lujiazui Family Service Alliance
Date/Time
日期/時間 :
April 23, 2025 (Wed) 16:30 – 18:00 HKT
Venue 地點:
Lecture Hall, G/F, May Hall, The University of Hong Kong (Map)
Language 語言:
IN MANDARIN 以普通話進行
Enquiry 詢問:
Title 講座:
Principles and Techniques of Family Wealth Transfer
家族財富傳承的道與術
Speaker 講者:
Ms Emily Zhao Luyun趙路雲女士
Chairman, Lujiazui Family Service Alliance
Date/Time
日期/時間:
April 23, 2025 (Wed) 16:30 – 18:00 HKT
Venue 地點:
Lecture Hall, G/F, May Hall, The University of Hong Kong (Map)
Language 語言:
IN MANDARIN 以普通話進行
Enquiry 詢問:
With the growth of global wealth, the inheritance of family wealth has become a topic of concern for many high-net-worth individuals. In the process of wealth inheritance, how can one break the curse of “wealth does not last beyond three generations” and embark on the path of long-term prosperity? The speaker will share lessons on the principles and techniques of family wealth transfer through case analysis of family values and governance.
隨著世界財富的增長，家族財富傳承成為諸多高凈值人士關心的話題。財富傳承過程中如何打破富不過三代的魔咒，邁向基業長青之路？ 本期專家為您從思想傳承和制度安排二個角度解析家族財富傳承的道與術。
Chairman of Lujiazui Family Service Alliance
Dean of High-Net-Worth Family Legacy Research Institute
Founder of Zhanrui Family Office under Money Week Magazine
Deputy Editor-in-Chief of “The Principles and Techniques of Asset Protection”
Former Vice President of Standard Chartered Private Bank Shanghai
First batch of private bankers from mainland China at JPMorgan Private Bank Hong Kong
Master of Business Administration from Harvard University and Bachelor of Foreign Accounting from Shanghai Jiaotong University
Over 20 years of experience in the finance related industries with rich hands-on experience in family wealth management and inheritance planning
POSTER
