(This course introduction in provides Chinese contents 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
- Enrollment of virtual CPD programmes can only be made through VTC’s Continuing & Professional Education website (https://cpe.vtc.edu.hk/en). The programme fees must be paid online by Credit Card (Visa / Master). Only enrollment with completed information and payment will be processed.
- Applicants should upload* a copy of your Hong Kong Identity (HKID) Card/ Passport / Travel Document, or valid visa / entry permit for study issued by the Immigration Department of the Hong Kong Special Administrative Region (HKSAR) during the enrollment process for identity verification purpose. The uploaded image should only show your full name in both English and Chinese with your photo. Other personal information must be covered.
* File size shall be less than 4 MB. File format shall be in jpg, jpeg, pdf or png.
- All places are allocated on a first-come-first-served basis.
Notification of Class Commencement
Successful applicants will be notified of the class confirmation and relevant information by email at least 7working days##before class commencement. Login information including Meeting ID and Passcode, and Student Login ID will be sent to students by email 3 working days## before class commencement. Please contact us at 2836 1906 if you do not receive the notification and/or login information 3 working days##before the commencement date.
## Working days (exclusive of Saturdays, Sundays and Public Holidays)
For virtual CPD programmes, applicants should ensure digital devices be equipped with a video camera and connected to a stable network.
During the class, student must keep the camera on, and stay in front of the camera, otherwise the CPD / CPT hours will be deducted.
