An Enlightening Discussion on Managing Personal, Family and Business Wealth
The Women’s Committee of the CBS Alumni Club of Hong Kong (CBSACHK) hosted a panel discussion on "Enriching Your Personal Financial Wellness: What We Didn't Learn at CBS". The event, which was hosted in-person and via Zoom, featured CBS adjunct professors Maria Brisbane and Alex Zachary from Merrill Private Wealth Management.
Discussion topics included:
The optimal legacy plan to allot financial resources to my successors of entrepreneurs
Criteria and legal procedures to set up a family foundation
