Master Academy
Mission
Taking professionalism and integrity as the standard, our mission is to provide high quality trustee services and to safeguard family wealth and family business. We provide professional training and short-term courses that planned by professional consultants including accountants, lawyers and trust experts.
Trust Services & Client Acquisition Training
17 July & 24 July 2026
Time: 10:00-14:00 (8 hours)
Fee: $6,800
*Early Bird discount $5,800
(before 30 June 2026)
Course Overview
"Trust Services & Client Acquisition" is designed for individuals seeking to understand the fundamental concepts of trusts, their purpose, and how they can be utilized in personal and financial planning. This course provides a comprehensive introduction to the world of trusts, breaking down complex legal jargon into easily understandable terms, making it accessible for everyone, regardless of prior knowledge.
Course Objectives
Fundamentals of Trust Services​
Anatomy of a Trust
- Core components and legal nature of trust.
- Roles and responsibilities: Settlor, Trustee, and Beneficiaries.​
Trust Structures & Vehicles
- Revocable vs. Irrevocable trusts.
- Discretionary trusts, testamentary trusts, foreign grantor trusts (granny trusts).​
Global Compliance, Tax and Jurisdictions
- Navigating cross-border regulatory frameworks (e.g. FATCA, CRS)​
The Affluent Mindset
- Understanding the emotional and financial drivers of HNW individuals.
- Identifying common "wealth triggers"
- Building empathy, authenticity, and logical communication.
- Moving from "selling" to "problem-solving".
- Aligning trust structures with concrete client objectives (asset protection, succession).
- Addressing concerns and hidden objections (e.g., control, costs, loss of privacy).​
Closing & Onboarding
- Navigating the Client Acceptance and Management phase.
- Closing techniques focused on long-term commitments.​​
Target Audience
- Estate Planning Professionals
- Investment advisors
- Insurance professionals
- Anyone looking to gain a foundational understanding of trusts.
*No prior experience or legal background is required.
Course Format:
The course will be delivered through a combination of lectures, interactive discussions, case studies, and Q&A sessions. Participants will have the opportunity to engage with experts in the field and share their insights and questions.