CII為香港本地會員及從業員度身訂造面授培訓課程、CPD 及進修講座。
如有任何關於講座活動的査詢,請聯絡hkenquiries@cii.co.uk或致電+852 2520 0098。
CPD講座: Fundamentals of Family Office and Asset Allocation for High net worth (HNW) and Ultra High net worth (UHNW) clients
2025年01月16日
GMT+8: 09:30-12:30
講師:Mr. Eric Lok
語言:廣東話,英語教材
CPD: 3 小時
課程費用:100 港元
授課模式:面授
地點: 中環遮打道3A號香港會15樓1501-02室
課程內容:
- 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