About AEPP®
Advanced Module


A comprehensive in-person workshop featuring practical implementation processes and proven communication techniques for family office professionals.

The class gives you an opportunity to apply your AEPP® estate planning training and knowledge in a guided workshop which involves relevant practical studies and role plays. With the real-life practical experiences and issues presented, you will be more confident and better positioned to advise your clients in these very important aspects of their legacy planning.


Family Office
Practical Workshop

About EPPL & AEPP®

Estate Planning Practitioners Limited (EPPL), established in 2009, champions professional estate and succession planning across Asia through high-quality training, seminars, and conferences.

AEPP® Designee Network

The AEPP® designation is awarded by EPPL in partnership with the Society of Will Writers (UK) and is held by over 8,600 practitioners across Asia.

Program Highlights:

Proven Implementation Framework

Hong Kong's first course with actionable family office processes and client dialogue scripts.

Two Decades of Results

Curriculum built on 20 years of successful firsthand implementation and client outcomes.

Trusted by Asian Leaders

Robust Family office framework utilized by over 120 listed Asian company families.

High-Value Client Acquisition

Systematic approach to securing service engagement from ultra-high-net-worth clients.

Eight
Case Studies

3-Hour Deep Dive

Protecting the Vulnerable Child

Strategies for daughters and unmotivated second-generation heirs

Age Gap Marriages

Structuring for younger spouses and blended family dynamics

Multiple Sons Scenario

Managing succession when children marry into different families

Blended Families

Two marriages, two families, one estate plan

Hong Kong Property Portfolios

Optimizing structures for extensive real estate holdings

High-Tax Jurisdiction Children

Tax-efficient structures for beneficiaries abroad

Mainland to International

Internationalization of Mainland China business assets

Business Risk Protection

Asset protection strategies for entrepreneurs

Course Outline Breakdown:

Topic: Client Discovery Techniques (0.5 Hour)

How to ask the right questions across 8 case types

Topic: Taiwan Structures (0.5 Hour)

Cross-strait planning frameworks

Topic: International Tax Planning (0.5 Hour)

Trust structures for UK, US, Australia, and Canada beneficiaries

Topic: Initial Client Questionnaire (0.5 Hour)

Proven assessment tools

Topic: 16 Pain Points Analysis (1 Hour)

Complete pain point identification framework

Topic: FAQ & Objection Handling (1 Hour)

Master responses to common concerns and resistance

Topic: Product Positioning (1 Hour)

How to describe productized trust and family office services

Topic: High-Net-Worth Consultation (1 Hour)

Advanced techniques for UHNW client conversations

Topic: Role-Playing Practice (1 Hour)

Intensive hands-on application exercises
Instructor Profile:

Mr. Choi Ming Hei (Edwin)

Attorney-at-Law

  • Former Guest Lecturer, Faculty of Law, University of Hong Kong
  • Legal Advisor to Singapore and Australian Family Offices
  • Legal Counsel to Hong Kong Registered Trust Companies
  • Specialist in family wealth succession legal structures
  • Over 10,000 hours of professional training experience

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