CII tailors face-to-face training courses, CPD and refresher seminars for local members and practitioners in Hong Kong.
If you have any inquiries about the seminar activities, please contact hkenquiries@cii.co.uk or call +852 2520-0098.
CPD Seminar: Fundamentals of Family Office and Asset Allocation for High net worth (HNW) and Ultra High net worth (UHNW) clients
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16 January 2025
GMT+8: 09:30-12:30
Speaker: Mr. Eric Lok
Language: Cantonese with English Materials
CPD: 3 Hours
Fee: HKD100
Mode of Teaching: In-Person
Venue: Room 1501-02, 15/F, Hong Kong Club Building, 3A Chater Road, Central, Hong Kong
Course Outline:
- Definition of advancement of family office
- Differences between single-family and multi-family
- Strategies and conditions for setting up and administration of family offices
- Legal and regulatory framework for family office
- Asset allocation and investment and risk management for family office
- HK case studies sharing
