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家庭信托的解密及应用:财富传承与税务筹划之道Family Trusts Demystified: Wealth Transfer and Tax Planning

免费公益讲座 · 投资讲座系列 IIFree public talk, Investment Series II

时间WHEN
2026年7月25日(周六)
下午1:00–3:30
Saturday, July 25, 2026
1:00–3:30 PM
地点WHERE
Tracy Gee Community Center, Room AB
3599 Westcenter Dr, Houston, TX 77042(同步Zoom)
Tracy Gee Community Center, Room AB
3599 Westcenter Dr, Houston, TX 77042 (also on Zoom)
主办HOSTED BY
清华大学休斯顿校友会 × 亚裔专家协会Houston Tsinghua Alumni Association × AAP

活动介绍About this event

家庭信托常被认为复杂又神秘。本次讲座深入浅出地讲解家庭信托的概念,并结合各种家庭场景,介绍如何用信托实现财富传承与税务筹划。Family trusts can seem complicated and mysterious. This talk explains them in plain terms and walks through how trusts support wealth transfer and tax planning in real family situations.

内容亮点What we'll cover

  • 温故知新:战略减仓时的避税与省税核心策略
  • 概念解密:深入浅出,消除家庭信托的"神秘感"
  • 场景实战:拆解家庭信托在各种家庭场景中的具体应用
  • Review: core tax-saving strategies when strategically reducing positions
  • Concepts: family trusts explained, without the mystery
  • In practice: how family trusts apply to different family situations

主讲嘉宾Speaker

栗广Guang Li清华校友,专业投资人Tsinghua alumnus, professional investor

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本次活动已结束,感谢各位的参与!欢迎关注我们的近期活动。This event has ended. Thank you to everyone who joined! See our upcoming events.

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