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Helping Clients Plan For Their Future Generations

October 22, 2016

On October 22, Grandtag CEO Jameson Leung led the Grandtag team and senior executives from Legacy Academy and LWM Corporate Services to discuss with our clients in Beijing the importance of legacy planning.

The “GT Legacy Family Office (GTLFO) Seminar” was organized to educate clients on key issues they need to be aware of when making succession plans.

Dr. Amen Lee, President of Legacy Academy, spoke to the audience on the challenges wealthy families may face as they set out on their family legacy planning journey.

Dr. Gollum Shau, Chief Distribution Officer of Grandtag, presented case studies on how GTLFO has helped clients identify their legacy planning objectives, and connected them with suitable professionals to put their plans in place.

Mr. Eric Leclerc, Founding Partner of LWM and Mr. Leopold Kenens, Family Officer and Relationship Manager, Asia of LWM, explained the importance and advantages of using a family office and setting up company structures to manage and protect family wealth for the long term.

With on-going changes to tax laws and financial regulations around the world, seeking professional help to manage local and overseas assets, philanthropic activities, and succession plans, can ensure your legacy gets passed on from generation to generation.

To learn more about GTLFO and its services, please contact your Legacy Ambassador, or visit www.gtlfo.com.

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