会计及金融 家族办公室

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.

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。

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。

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。