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CPD讲座: Fundamentals of Family Office and Asset Allocation for High net worth (HNW) and Ultra High net worth (UHNW) clients
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2025年01月16日
GMT+8: 09:30-12:30
讲师：Mr. Eric Lok
语言：广东话，英语教材
CPD: 3 小时
课程费用：100 港元
授课模式：面授
地点: 中环遮打道3A号香港会15楼1501-02室
课程内容:
- 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
