Cultural Insights for Fiduciaries
Serving Chinese Families
Program Summary
Cultural competence is essential for building trust and working effectively with clients and families from different backgrounds. Jeremy and Jared, who both grew up in Chinese households, will explore the diversity among Chinese immigrants based on when they arrived and where they come from. They will discuss how culture shapes interactions with Chinese families, family roles and dynamics, language barriers, customs that can strengthen relationships, and traditions surrounding death and burial. The session will also cover cultural views on medical issues and disabilities, as well as topics such as latchkey kids and real estate. Drawing on personal experiences, the presenters will invite attendees to share their own lessons learned.
About our Speakers
Jeremy Lau serves as the CEO of Prudent Investors. He frequently speaks on investment management and financial planning to professional fiduciaries and trust and estate attorneys around the country. Jeremy regularly advises fiduciaries on managing their clients’ assets and financial planning needs and also works with estate litigators as a financial expert witness. Before Prudent Investors he worked in senior roles in the investment banking industry in Tokyo and Hong Kong. He graduated in Accounting from Brigham Young University and has earned the right to use the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.
Jared Ong oversees portfolio management, trading and technology for Prudent Investors. He has more than 20 years of experience working in the financial services industry. Before joining Prudent in 2010, Jared previously worked at Capital Group as a business systems analyst where he was integral in improving the trade operations group’s equity, fixed income, and foreign exchange trade processes.
Jared specializes in working with private trustees and professional fiduciaries and co-authored the guide Decoding the Uniform Prudent Investor Act. An in-demand speaker, he has presented to PFAC, the Probate Attorneys of San Diego (PASD), NGA, ACTEC, and various Estate Planning Councils. A graduate from Brigham Young University, Jared holds a Bachelors in Music and enjoys composing and arranging music in his spare time. Jared holds a Series 65 license and has obtained his CFP® certification.
Learning Objectives
- Help attendees distinguish between various types of Chinese cultures (Mainland China, Taiwan, Hong Kong, amongst others)
- Provide fiduciaries greater insight in understanding cultural dynamics among Chinese families
- Facilitate engaging discussion to allow participants to exchange experiences and ideas with one another
A SPECIAL THANKS TO OUR EVENT SPONSOR
Meredith Taylor, MFT, CLPF
mtaylor@imtassociates.com
510.352.6000
A SPECIAL THANKS TO OUR WINE SPONSOR
Mark Piccolotti
mark@pphillipsbonding.com
510.714.0302
Meeting Agenda/Schedule
March 5, 2026
6:00pm - Check In, Networking & Reception
6:30pm - Sit Down Plated Dinner
6:45pm- Welcome & Announcements
7:00pm- Speaker Presentation
8:00pm- Event Concludes
REGISTRATION COST
Members - $95 | Guests - $115
AFTER 3/3/2025
Members - $105 | Guests - $125
The Tri-Valley Estate Planning Council is a multi-disciplinary group of estate planning and related professionals focused on delivering exceptional services to clients by providing and strengthening:
Cutting-edge continuing education to develop best practices in estate planning, wealth preservation and legacy; Communication and collaboration with peers across disciplines; A reliable network of referral sources with experienced, like-minded professionals
