Wealth Management

Trust Training Certificate (TTC) - Unit 13: Family Office (9th Cohort)


This eCourse will be accessible until 8 June 2024.

This is Unit 13 of the training programme in pursuing the “Trust Training Certificate”.

This eCourse is developed based on the recorded webinar session of Unit 13 held on 12 May 2021. Please note that the study guide and materials for this eCourse align with those supplied for the June 2024 TTC Part B Examination through the enrolment link, both reflecting the April 2021 version.

It consists of one module – Module 21: Family Offices Overview.


On completion of the course, you will be able to
1. Understand the nature of a family office
2. Explain the requirements for good family office
3. Explain the structure of a family office
4. Explain key governance requirements and why these are necessary
5. Understand how the family office may interact with the trustee and the role of the trustee in providing support for the family office


Module 21: Family Offices Overview
1. The nature of a Family Office
2. The role of a Family Office
3. How a Family Office may be brought into the structuring required
4. The need for good family governance
(a) Family constitutions (requirements and drafting)
(b) Voting
(c) Family business management succession criteria
5. Comparison between single family offices and multi family offices and their pros and cons
6. Multi-family office considerations

Who should attend

The course is primarily targeted to those who would like to pursue “Trust Training Certificate” in order to apply for the Hong Kong Trustees’ Association Certified Trust Practitioner™ designation.

It is also relevant to those who would like to gain a solid understanding of the course subject matter and / or those who plan to enter the Trust industry sector.


Relevant Subject
SFC:3.00, PWMA:3.00, HKTA:3.00

Click here if you wish to register for full Part B Stream 1 training programme and examination.