(This course provides Chinese introduction only)
遺產規劃 單元一：高淨值客戶的家族辦公室與資產配置
Estate Planning Module 1: Family Office and Asset Allocation for High Net Worth Clients
高淨值客戶的家族辦公室通常提供全面的資產管理和投資服務，包括風險評估、投資組合分析和多樣化投資策略。透過適當的資產配置，家族辦公室能夠幫助高淨值客戶實現財富保值和增長的目標，並提供長期的財務規劃和資產傳承策略，以維護家族財富的持續發展。
1. 家族辦公室的定義與演變
2. 家族辦公室的類型：單一家族與多元家族
3. 設立家族辦公室的策略與要求
4. 家族辦公室的啟動與持續管理
5. 家族辦公室的最佳實踐
6. 家族辦公室的法律與監管框架
7. 透過家族辦公室的資產配置
8. 家族辦公室投資與風險管理
Enrollment
Please use the attached enrollment form and follow the “Notes for Applicants” in the form to apply for courses.
All places are allocated on a first-come-first-served basis. Incomplete forms and forms received without payment will be regarded as unsuccessful applications.
Deadline for Application
7 working days (Exclusive of Saturdays) prior to class commencement date.
Notification of Class Commencement
Successful applicants will be notified of the class information by the contact method specified on the enrollment form at least 3 working days before class commencement. PEAK will not be responsible for the loss of class notification sent by mail. Please contact us if you do not receive the notification before the class commencement (Tel.: 2836 1906).
