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San Gabriel Valley Member Only Chapter Meeting
Tuesday, April 09, 2024, 11:30 AM - 1:30 PM PDT
Category: Chapter Meetings



Meeting Title:
What Fiduciaries Should Know About Chinese Culture When Dealing with Chinese Clients and their Families?

Meeting Description:
Cultural competence can be vital in respecting, gaining trust, and working with clients and family members of different cultures. Ted Ong was raised in an immigrant Chinese family and gained personal cultural experience from his family, by living overseas, and majoring in Anthropology (the study of man) at Stanford University. Mr. Ong will discuss the differences between Chinese immigrants depending on when they arrived and where they come from. He will discuss how culture can impact how you deal with a Chinese family, the different roles family members will play in family dynamics, how to deal with language issues, customs that can strengthen your relationship with a Chinese family, customs surrounding death and burial, and cultural views of medical issues and disabilities. In addition, the issues associated with latch key kids and real estate will be addressed. The presenter will draw on personal experiences and invite sharing of lessons learned from the attendees.

Ted Ong, Principal, Prudent Investors
Jared Ong, Principal, Prudent Investors

Thank You To Our Sponsors:

Suzanne B. Cohen of Hahn & Hahn




Claudia Ponce de Leon of Citizen's Business Bank






1.0/1.0 - Cultural Competency

Meeting Date:
Tuesday, April 9, 2024

Meeting Time:

Meeting Address:
Hahn & Hahn LLP - Conference Room Ninth Floor
301 E Colorado Blvd, Pasadena, CA 91101

Who can attend?:
Members Only

Meeting Price:
Fiduciaries - $30
Affiliates - $40
Students - $25

Buffet Style - Serve Yourself
Vegetarian Option Available

For More Information Contact:
Brad Kuechler
[email protected]