富途信託專題講堂:信託在財富傳承中的綜合運用


全面規劃與安排財富,是家族穩固與繁榮的關鍵。財富傳承方式多種多樣,如何根據實際情況進行運用,是很多客戶特別關註的話題。

現在,越來越多客戶將保險等常見工具與信託結合,以更靈活的方式,確保財產得到有效傳承,累積家族財富,實現多重目標。

富途信託立足於香港這一國際知名財富管理中心,特邀經驗豐富的資深律師舉辦專題講座,從實際應用角度出發,加深客戶對常見財富傳承工具的理解與運用。

誠邀您撥冗蒞臨,共同探討家族傳承新方式。


講座安排

時間:2024年8月6日(周二) 16:00-17:00

活動議程

  • 15:30 - 16:00 簽到及交流
  • 16:00 - 16:05 開場歡迎及嘉賓介紹
  • 16:05 - 16:35 信託在財富傳承中的綜合運用
  • 16:35 - 16:45 富途信託服務介紹
  • 16:45 - 16:55 問答環節
  • 16:55 - 17:00 總結與致辭

活動亮點

  • 由經驗豐富的資深律師拆解相關問題,現場答疑解惑
  • 結合案例,探討信託與保險、遺囑等工具結合的實際運用
  • 與富途信託專家面對面交流

活動地點

富途實體店 (尖沙咀彌敦道96號)

分享嘉賓

蘇文傑 Prof. Albert So

Prestige Global Family Office 首席法務部及信託事務主管

  • 英國倫敦大學法學士,劍橋大學、哈佛大學及牛津大學研究文憑
  • 執業律師
  • 香港調解仲裁中心主席
  • 財富承傳策劃協會主席
  • 客席法學教授
  • 香港人壽保險從業員協會(LUA)榮譽法律顧問
  • 匯豐、渣打、花旗等各大銀行及金融機構講師
  • 最傑出信託律師獎

林偉彬 Ben Lin

富途信託 行政總裁

  • 工商管理碩士及法律學士學位
  • 全球信託及資產規劃學會(STEP)榮譽會員TEP
  • 國際金融理財策劃師CFP
  • 曾任跨國銀行集團信託業務副總監、零售業務部及產品規劃部總經理等職務
  • 對股權激勵、家族信託、慈善基金、私募股權基金、家族辦公室等多項業務有豐富經驗

李曉莉 Tina

富途信託 董事

  • 香港大學碩士及媒體傳播學士
  • 全球信託及資產規劃學會(STEP)榮譽會員TEP
  • 擁有超過十年以上項目管理及財富規劃經驗
  • 曾就職於全球領先的外資私人銀行、資產管理公司及知名獨立信託公司,為企業、機構投資者和高凈值客戶提供有關IPO、EBT及家族信託、財富規劃、海外業務拓展及基金等解決方案

主持人

Vincy

富途信託 副總裁

  • 香港中文大學碩士,中文及法學雙學士
  • 曾服務於香港持牌金融機構及知名外資媒介投資公司,擁有豐富的品牌策略、市場營銷及業務拓展經驗
Contact Us

Futu Trustee is committed to providing you with professional and reliable services. If you have any questions, please feel free to contact us.

Hong Kong
34/F, United Centre, No. 95 Queensway, Admiralty, Hong Kong
+852 2301 8918

The licensing information in relation to companies within Futu Group is as follows:

Futu Securities International (Hong Kong) Limited

Holder of 20 licenses and participantship in providing clients with reliable securities trading services.

In Hong Kong, China: Futu HK is a licensed corporation regulated by the Securities and Futures Commission of Hong Kong (CE No. AZT137) and has obtained Type 1 Licence for Dealing in Securities, Type 2 Licence for Dealing in Futures Contracts, Type 3 Licence for Leveraged Foreign Exchange Trading, Type 4 Licence for Advising on Securities, Type 5 Licence for Advising on Futures Contracts, and Type 9 Licence for Asset Management.Futu HK is registered as MPF Intermediary, SEHK Participant, HKSCC Direct Clearing Participant, SEHK China Connect Exchange Participant, HKSCC China Connect Clearing Participant, SEHK Options Trading Exchange Participant, SEOCH Direct Clearing Participant, HKFE Futures Commission Merchant, and HKCC Clearing Participant.

In Europe: Futu HK is a member of London Stock Exchange and Turquoise.

In Singapore: Futu HK is a trading member of Singapore Exchange Securities Trading Limited and Singapore Exchange Derivatives Trading Limited.

Futu Trustee Limited

Holder of Trust or Company Service Provider Licence (Licence No. TC006475).

Futu Lending Limited

Holder of Money Lenders Licence (Licence No. 2034/2021).

Moomoo Financial Inc.

A broker-dealer registered with the U.S. Securities and Exchange Commission (SEC) (CRD: 283078/SEC: 8-69739), and a member in good standing of Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

Moomoo Global Markets Inc.

A broker-dealer registered with the U.S. Securities and Exchange Commission (SEC) (CRD: 298769/SEC: 8-70215), a member in good standing of Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC), as well as a member of Depository Trust Company (DTC), a member of National Securities Clearing Corporation (NSCC) and the Options Clearing Corporation (OCC).

Futu Wealth Advisors Inc.

An investment advisor registered with and regulated by the U.S. Securities and Exchange Commission (SEC) (CRD: 310790/SEC: 801-119635).

Futu Futures Inc.

A licensed entity registered with the National Futures Association (NFA) (NFA ID: 0523957) and regulated by the National Futures Association (NFA) and the Commodity Futures Trading Commission (CFTC).

Moomoo Financial Singapore Pte. Ltd.

Registered with the Monetary Authority of Singapore (MAS), Futu SG is a Capital Markets Services Licence (Licence No. CMS101000) holder with the Exempt Financial Adviser Status. Futu SG has also received all SGX's memberships. Futu SG has been admitted as Clearing Member of The Central Depository (Pte) Ltd (CDP) , Trading Member of Singapore Exchange Securities Trading Limited (“SGX-ST”), Trading and Clearing Member of Singapore Exchange Derivatives Trading Limited (“SGX-DT”), and Depository Agent of CDP.

Moomoo Trustee (Singapore) Pte. Ltd.

A Singapore trust company licensed by the Monetary Authority of Singapore to carry on trust business and services (Licence Number: No.TC000074).

Moomoo Securities Australia Ltd

A securities dealer registered with and regulated the Australian Securities and Investments Commission (ASIC). Futu AU holds the Australian Financial Services Licence (Licence No. 224663).

️© 2025 FUTU