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Accounting & Finance Family Office

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Family Office

Family offices comprise a high-end subset of the private wealth management business. They have become increasingly important to the whole financial services industry, not just because of the business potential inherent in the massive amount of asset under management belonging to these family offices, but also as evidence of the financial centre’s overall wealth management capabilities.

Demand for education on family office management is high. Students from the financial industry are keen to know how to help their clients to establish family office in Hong Kong. The programmes that we provide are aimed at preparing students for a career in finance and investment as well as banking and financial services by developing their expertise in Family Office Management.

Family Office Programmes

Programmes Type

Programme Type

Microcredential

Start Date

Class Schedule

Financial Assistance

Venue

Hong Kong Island

Kowloon

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Programme TitleLevelStart DateFull-time / Part-time
本課程旨在教授學員如何成立家族辦公室，相關的資產配置技巧與注意事項。課程內容包括家族辦公室的概念、營運模式、資產配置、策略選擇與執行步驟。完成課程後，學員能夠因應客戶需要，成立家族辦公室，並提供投資策略建議和訂立確切的執行計劃。
PT
開課日期 2024年3月4日 (星期一)
修業期 39小時
課程費用 HK$9,750
本課程旨在令學員了解家族辦公室的功能和運作。透過家族辦公室實例個案，指導學員如何有效地為高端客戶提供投資管理策略和執行的具體方案。課程範疇包括如何成立家族辦公室、營運模式、資產配置、策略選擇、環球稅務、信託安排、遺產和財富傳承的安排以及家族辦公室投資如奢侈品市場需要注意的事項。完成課程後，學員能為高端客戶提供實際和具體的財務配置計劃。
PT
開課日期 2024年3月4日 (星期一)
修業期 99小時
本課程旨在介紹學員家族辦公室之環球稅務及信託安排。透過教授相關的知識，讓學員了解信託法的概念、遺產及熱門國家的稅務條例要點。通過環球案例分享，學員能為高端客戶提供環球稅務及信託安排的具體財務配置計劃。
PT
開課日期 2024年3月6日 (星期三)
修業期 30小時
課程費用 HK$7,500
The programme aims to provide students with essential knowledge in family office management. It will discuss various issues regarding how to establish a family constitution; how to set up a family office in Hong Kong; inheritance, family and business knowledge; and how to handle stakeholders’ disputes. The application of trusts in family offices and real-life cases will be discussed. After completing the programme, students can better understand the processes and contemporary issues related to family office management.
PT
Start 19 MAR 2024 (TUE)
Duration 30 hours
Fee HK$15000