Future-proof Your Estate Seminar - Soteria Trusts

Future‑Proof Your Business: Wills, Succession & Legacy Planning

In Hong Kong’s fast‑moving business environment, business owners focus on growth but overlook one critical element — what happens to the business if something happens to them.

Standard personal Wills rarely account for the complexities of company shares, cross-border jurisdictions, or partnership agreements. Without a dedicated Business Will, a company may face operational disruption, frozen accounts or unintended tax exposure, creating serious challenges for both family and business partners.

This exclusive webinar by Soteria Trusts is designed for Hong Kong business owners, directors, shareholders, and expatriates managing cross‑border assets.

What You’ll Learn

This practical, insight‑rich session covers:

  • What a Business Will is and how it differs from a personal Will .
  • Why every business owner — from SMEs to family enterprises — needs one
  • How different business structures (LLC, Ltd, sole proprietorships, family companies) affect succession
  • Business legacy planning strategies
  • Local and international tax considerations for business owners
  • The role of insurance in business estate planning
  • Real‑life case study: A Hong Kong family business
  • Live Q&A with Soteria Trusts specialist

Future‑Proof Your Business: Wills, Succession & Legacy Planning

In Hong Kong’s fast‑moving business environment, business owners focus on growth but overlook one critical element — what happens to the business if something happens to them.

This exclusive webinar by Soteria Trusts is designed for Hong Kong business owners, directors, shareholders, and expatriates managing cross‑border assets.

What You’ll Learn

This practical, insight‑rich session covers:

  • What a Business Will is and how it differs from a personal Will .
  • Why every business owner — from SMEs to family enterprises — needs one
  • How different business structures (LLC, Ltd, sole proprietorships, family companies) affect succession
  • Business legacy planning strategies
  • Local and international tax considerations for business owners
  • The role of insurance in business estate planning
  • Real‑life case study: A Hong Kong family business
  • Live Q&A with Soteria Trusts specialist

Register Now & Future Proof Your Estate

Take control of your financial future. Reserve your spot now and gain the knowledge to make informed decisions.

Reserve your spot and take control of your financial future.

This event has finished. If you would like to learn about the next event please visit our Events page.


Date:

Wednesday, 26 October 2022

Time:

12:30 & 6:30 Hong Kong Time

Format:

Zoom Webinar link will be sent to you

Host:

Neil McCormick, Soteria Trusts

Neil McCormick is a trusted advisor to Hong Kong business owners, known for his practical, relationship‑driven approach to protection planning. With a strong foundation in business insurance and risk management, he also supports clients in Will writing and estate planning, helping entrepreneurs safeguard both their companies and their families with clarity and confidence.

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