This three-day course is designed as a case study-based programme to enable participants to apply the skills they learn to understand clients’ needs through Trust Advisory and Family Office services. The curriculum covers areas including the client engagement cycle and digital prospecting for those needing Trust Advisory and Family Office and the process of determining their insurable interest when implementing Trusts and Family Office solutions. The participants will also acquire knowledge about governance, the roles of parties involved in family office operations and how to customize insurance solutions for family office setups.

Financial advisers, wealth managers, bankers seeking to deepen their expertise in the unique challenges and opportunities of Trust and family office advisory will benefit from this course. It is designed for individuals who aim to provide comprehensive and tailored insurance solutions that meet the complex needs and objectives of clients requiring Trust and Family Offices services. This course equips you with the knowledge and skills necessary to excel in advising clients through Trust and Family Offices services.

• Practical, Case-Based Learning: Dive into a fully case-study-driven curriculum that equips you to handle real-world scenarios faced by high-net-worth (HNW) clients in private wealth management.
• Real-World Insights: Learn from a seasoned trainer with a proven track record, offering valuable lessons and practical examples drawn from extensive consulting and advisory experience.
• Interactive Teaching Style: Engage actively in discussions, gain clarity on challenges faced by your HNW clients, and deepen your expertise through personalised guidance.
• Application-Oriented Curriculum: Bridge the gap between theory and practice, empowering you to apply new skills immediately to boost client engagement and drive your sales success.

• Introduction to Trust Advisory and Family Office
• Understanding the Sales Cycle in Trust and Family Office
• Mastering Digital Skills for Prospecting in Trust and Family Office
• Wealth Creation and Wealth Distribution
• Understanding Trust as an Estate Planning Tool
• Understanding Family Office as an Estate Planning Tool
• Fact Finding in Trust and Family Office
• Trust Types
• Understanding Trust Setup
• Designing an Insurance Trust
• Trust & Insurance Planning
• Family Office and Insurance planning
• Governance Structures of the Family Unit
• Key Components of a Family Governance Framework
• Life insurance Solution tailored into Family Offices
• Test your Knowledge

Mr. Stephen is currently the Principal Consultant of Summit Planners Group of Companies, providing one stop integrated financial services to individuals and businessowners. He obtained his ACCA in 1987 at the age of 21 and started lecturing in the Institute of Certified Public Accountants of Singapore in the same year. He has trained more than 30,000 Financial Practitioners on finance-related topics.

Stephen is the author of five books: “Taxation Relevant to Insurance Practitioner”, “Estate Planning Relevant to Financial Advisors”, “Planning for Business Owners and Professional” and two other books which were written to prepare students for professional accountancy examinations.

Stephen specializes in Corporate Risk Management and Estate Planning. On the area of Corporate Risk Management, Stephen has been involved in designing solutions for businessowners to minimize risk, with a particular emphasis on risk avoidance, risk prevention and risk transfer.

In the area of Estate Planning, Stephen assists many individuals (both Muslim and non Muslim)to plan for their estates, particularly the provision of immediate expenses upon death, the preservation of estate, the enhancement of estate and most importantly the distribution of estate.

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Note: Candidates who do not pass the examination by the deadline set are required to pay back the funded mount of S$1,680.00 or S$1,200.00 depending on the funding quantum corresponding to the corresponding eligibility criteria.

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Each course is SkillsFuture Credit-eligible. For details, you may refer here.