What Fiduciaries Should Know About Chinese Culture When Dealing with Chinese Clients and Their Families

Cultural competence is vital in working with clients of culture. Ted Ong, along with his son Jared Ong, will share personal immigrant cultural experiences from family, living overseas, and studying anthropology. Differences between Chinese immigrants, family member roles, language, death, burial, views of medicine and disabilities, latch key kids, and real estate will be discussed.

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About the Speakers:

Ted Ong specializes in retirement, fiduciary, and estate planning. He is a nationally recognized expert on the Uniform Prudent Investor Act and has been an investment professional since 1983. He teaches the online Management of the Investment Portfolio class offered by California State University at Fullerton’s Trustee Certification Curriculum and has taught numerous fiduciary investment classes. He holds a bachelor’s degree from Stanford and an MBA from Brigham Young University.

Jared Ong oversees portfolio management, trading and technology. He previously worked at the 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. A graduate from Brigham Young University, Jared holds a bachelor’s in music and has obtained his CFP® certification. In his spare time, he enjoys composing and arranging music.