Family Office (FO) is a tailor-made services towards high net-worth individual to preserve and protect their family wealth. Family Office also able to provide succession planning in order pass their wealth to the next generation and more generations. Just like the adage goes “Wealth Doesn’t Last for Three Generations”. The objective of Family Office is to break this curse.

Thus, we have invited CC Advisory’s Executive Director, Mr. Ng Chee Yong to have a sharing with us on Family Office. Kindly refer details below:

Course Outline

  • Understanding Family Office Concept
  • The Overview of Family Office Model
  • The Construction of Family Office
  • Case Study Discussion
  • Formulating Your Family Office Structure

Price

RM328 for Banker, Member of Professional Associations

RM348 for Public

All participants will be entitled to 10 CPE Points and 7 CPD Points!

We offer Early Bird Price at RM298 for those who register early. Sign up now!

Shall you have further clarification, do not hesitate to contact us via email at training@ccadvisory.com.my or call +6017-704 0880 (Ms Tan).

Download Brochure

Speaker

Ng Chee Yong

Executive Director / CEO of CC Advisory SDN BHD

CMSRL, FAR, CFP holder

Mr Ng Chee Yong is our Group’s Head of Financial Planning. He commenced his career as a Process Engineer in Advance Semiconductor Engineering Malaysia (ASEM) as process engineer where he was involved in various equipment and process-related activities in 2000. Since that, he has written more than 100 charged financial plans and specialized in Business Succession Planning, Family Office, Family Government & Constitution, Retirement Planning and Wealth Preservation.  

He assumed his present position as our Group’s Head of Financial Planning from 2012 until present. Inspired by Blue Ocean strategy, his main strategies in Cheng & Co are adopting Product Simplification that simplify the financial products offering as well as create financial planning Blue Ocean services that able to avoid market competition.

Kang Sin Loon (Alex)

Strategy Development & HR Director of Cheng & Co

HRDF TTT-CERTIFIED TRAINER

Alex Kang is an Accounting Degree holder and an HRDF TTT Certified Trainer. He is actively involved in non-governmental organization community service initiatives and appointed as General Deputy Treasure of Malaysia International Commerce, Culture & Arts and Facilitation Association (MICAFA). In recognition of his talent, career progression, and professional success, Alex Kang has been nominated for the Fellowships from Meinders School of Business of Oklahoma City University, USA.

Register Now

Sustaining Family Business Through Family Office Model from CC Advisory by joining the webinar on:

Date

Time

Venue

Language

Speaker

Register

24th April 2021

9am – 5.30pm

Online Zoom

English

Ng Chee Yong & Kang Sin Loon