About
Are you thinking about creating a Family Foundation but not sure whether it is the right move or how to get started? You are not alone.

As a CPA firm that has guided so many clients through the process of creating a Family Foundation, we’ve seen both the enthusiasm and the hesitation when it comes to creating a Family Foundation. In the webinar, we will give you a clear and thorough understanding of how you can leverage a Family Foundation to maximize tax savings and build a lasting family legacy. Our guest speakers will also share their real-life experiences about Family Foundations.

Please join our English webinar: "From Tax Benefits to Family Legacy: The Ultimate Guide to Family Foundations."

Webinar Format:

- Webinar will be in group discussion. After the webinar, you can also book a 15-minute one-on-one FREE consultation!

- If you cannot attend due to time constraints, we will send the webinar recording to your email after registration.
Agenda
  • How to Really Save Tax Through Your Family Foundation?
  • What Should be Considered When Operating a Family Foundation?
  • How to Establish Your Foundation as a Family Legacy?
  • What is the Process of Setting Up a Family Foundation?
Presenters
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Zhou Agency 周军城市集团
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Justine Zhou
CEO of Zhou Agency
As a one-of-a-kind CPA who also excels in real estate investment, retirement planning and insurance, Justine was once given the nickname of "The Renaissance Woman", meaning " a woman who can do all things if she will." In spite of her seniority, Justine is a very approachable professional who genuinely cares about each individual and business' needs and finding them solutions that best fit their unique situation.
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Jakob Hnatovic
Senior Accountant
Jakob Hnatovic is a dedicated tax professional known for his service-oriented approach. With experience spanning from financial planning and tax return preparation to complex tax strategies for billion-dollar family offices, he brings a wealth of expertise to every client engagement. In addition to serving as chairman of a charitable board, he enjoys exploring business processes in his free time.
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