<p class="MsoNormal" style="mso-para-margin-top: 0cm; mso-para-margin-right: .45gd; mso-para-margin-bottom: .0001pt; mso-para-margin-left: 24.0pt; text-indent: -24.0pt; mso-list: l0 level1 lfo1; layout-grid-mode: char; margin: 0cm 5.4pt .0001pt 24.0pt;">l<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">&nbsp; &nbsp;Explain the law on Trust and Family Office and explain how high-end clients use family offices to achieve sustainable family wealth and succession
<p class="MsoNormal" style="mso-para-margin-top: 0cm; mso-para-margin-right: .45gd; mso-para-margin-bottom: .0001pt; mso-para-margin-left: 24.0pt; text-indent: -24.0pt; mso-list: l0 level1 lfo1; layout-grid-mode: char; margin: 0cm 5.4pt .0001pt 24.0pt;">l<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-variant-emoji: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">&nbsp;&nbsp; Analyze the family and corporate asset allocation arrangements commonly used by family offices and Trustee or by insurance
<p class="MsoNormal" style="mso-para-margin-top: 0cm; mso-para-margin-right: .45gd; mso-para-margin-bottom: .0001pt; mso-para-margin-left: 24.0pt; text-indent: -24.0pt; mso-list: l0 level1 lfo1; layout-grid-mode: char; margin: 0cm 5.4pt .0001pt 24.0pt;">l<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-variant-emoji: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">&nbsp;&nbsp; New policy measures implemented by the HK government towards developing Family Office in HK and their implications:
<p class="MsoNormal" style="mso-para-margin-top: 0cm; mso-para-margin-right: .45gd; mso-para-margin-bottom: .0001pt; mso-para-margin-left: 48.35pt; text-indent: -24.0pt; mso-list: l0 level1 lfo1; layout-grid-mode: char; margin: 0cm 5.4pt .0001pt 48.35pt;">-<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-variant-emoji: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Legal concept of wills, usual tool of wills and legal requirements
<p class="MsoNormal" style="mso-para-margin-top: 0cm; mso-para-margin-right: .45gd; mso-para-margin-bottom: .0001pt; mso-para-margin-left: 48.35pt; text-indent: -24.0pt; mso-list: l0 level1 lfo1; layout-grid-mode: char; margin: 0cm 5.4pt .0001pt 48.35pt;">-<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-variant-emoji: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Explain what is a Trust and advantages of setting up a Trust &amp; common legal issues arising from a Trust
<p class="MsoNormal" style="mso-para-margin-top: 0cm; mso-para-margin-right: .45gd; mso-para-margin-bottom: .0001pt; mso-para-margin-left: 48.35pt; text-indent: -24.0pt; mso-list: l0 level1 lfo1; layout-grid-mode: char; margin: 0cm 5.4pt .0001pt 48.35pt;">-<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-variant-emoji: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Explain what is Family Office
<p class="MsoNormal" style="mso-para-margin-top: 0cm; mso-para-margin-right: .45gd; mso-para-margin-bottom: .0001pt; mso-para-margin-left: 48.35pt; text-indent: -24.0pt; mso-list: l0 level1 lfo1; layout-grid-mode: char; margin: 0cm 5.4pt .0001pt 48.35pt;">-<span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-variant-emoji: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Strategic choices in deciding to set up a Trust / a Family Office
<span lang="EN-US" style="font-size: 12.0pt; font-family: 'Arial',sans-serif; mso-fareast-font-family: 新細明體; mso-ansi-language: EN-US; mso-fareast-language: ZH-HK; mso-bidi-language: AR-SA; mso-bidi-font-weight: bold;">3 IA CPD Hours and 3 MPFA CP<span lang="EN-US" style="font-size: 12.0pt; font-family: 'Arial',sans-serif; mso-fareast-font-family: 新細明體; mso-ansi-language: EN-US; mso-fareast-language: ZH-HK; mso-bidi-language: AR-SA; mso-bidi-font-weight: bold;">D non-core Credits
<p class="MsoNormal" style="mso-para-margin-top: 0cm; mso-para-margin-right: .45gd; mso-para-margin-bottom: .0001pt; mso-para-margin-left: 48.35pt; text-indent: -24.0pt; mso-list: l0 level1 lfo1; layout-grid-mode: char; margin: 0cm 5.4pt .0001pt 48.35pt;">&nbsp;

Mr. Roy Leung 梁秉釗律師
<ul>
<li>薜馮鄘岑律師行合伙人</li>
<li>中國委託公證人</li>
<li>粵港澳大灣區執業律師</li>
</ul>
&nbsp;Ms. Theresa Law 羅麗萍律師
<ul>
<li><span lang="ZH-HK" style="font-size: 12.0pt; font-family: '新細明體',serif; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-bidi-font-family: Arial; mso-ansi-language: EN-US; mso-fareast-language: ZH-HK; mso-bidi-language: AR-SA;">薜馮鄘岑律師行律師</li>
</ul>

Estate Planning, Trust and Family Office

l&nbsp; &nbsp;Threat landscape
l&nbsp; &nbsp;Cyber insurance
l&nbsp; &nbsp;Incident response management
l&nbsp; &nbsp;To pay or not to pay a ransom?
l&nbsp; &nbsp;Identifying notification requirements
l&nbsp; &nbsp;Personal Data (Privacy) Ordinance
l&nbsp; &nbsp;Managing public relations
3 IA CPD Hours and 3 MPFA CPD non-core Credits

Ms. Flora Leung
Flora Leung is a Senior Associate at RPC. She advises clients on contentious matters of a criminal, civil, regulatory, or disciplinary nature. She has extensive experience providing cyber incident response services, advising on data privacy and notification requirements, and assisting clients in asset tracing and recovery efforts in cross-border fraud and cybercrime.
&nbsp;
Ms. Jacqueline Wai
Jacqueline started her career with Burson&rsquo;s predecessor Burson Marsteller Hong Kong in 2009 and is currently a Senior Director with the company&rsquo;s Corporate and Public Affairs Practice.
With over 15 years of experience, Jacqueline is a strategic communications professional specialized in corporate and public affairs communications, reputation management, crisis and issues mitigation strategy, stakeholder engagement, strategic content counsel and development, research and analysis, international media relations and multi-market campaign development and implementation.
&nbsp;
Mr. Kong Xiangrui
 Kong Xiangrui serves as a Senior Director at Ankura, located in Hong Kong SAR, where he leads the Digital Forensics and Incident Response (DFIR) technical team. As a specialist in DFIR, Kong possesses extensive expertise in digital forensics, incident response, and providing technical guidance for civil, criminal, and regulatory cases. He has advised on a range of technical issues, including ransomware attacks, network intrusions, complex data breaches, intellectual property theft, and business email compromises.

Cyber Risks Insurance

l&nbsp; &nbsp;Global Cybersecurity Compliance Trends
l&nbsp; &nbsp;The European Digital Operational Resilience Act (DORA)
l&nbsp; &nbsp;Comparing Guidelines on Cyber Security (GL20) with DORA
3 IA CPD Hours and 3 MPFA CPD non-core Credits

-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Certified Information Security Professionals - Hong Kong (CISP-HK)
-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Registrar of Hong Kong Information Security Academy (HKIA)
-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Adjunct Lecturer of HKU School of Professional and Continuing Education (HKUSPACE)
- &nbsp;Visiting Lecturer of The Hong Kong Polytechnic University College of Professional and Continuing Education (CPCE)
-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Part-time Lecturer of Vocational Training Council (VTC)
-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Senior Security Consultant of Nexusguard Consulting Limited (NCL)

Education

Pilot Programme

10

Jul

Global Trends in Insurance Cybersecurity Regulation

16

Jul

Estate Planning, Trust and Family Office

22

Jul

Cyber Risks Insurance

About PIBA

News & Updates

Membership

Events & Activities

Education

Pilot Programme

10

Jul

Global Trends in Insurance Cybersecurity Regulation

16

Jul

Estate Planning, Trust and Family Office

22

Jul

Cyber Risks Insurance

Jul – Aug 2025

About PIBA

News & Updates

Membership

Events & Activities