概要

This is Module 12 of the Henley Family Office Program (HFOP), which is the final module of the program. We return to many of the themes that other lecturers have referenced, including some of the themes that Walid introduced at the very beginning - the importance of family, maintaining harmony and preserving the legacy.

This module has two lectures. The first one covers a gamut of things that could go wrong, and how to be prepared for them. Apart from formal lecture, it also includes some fireside chats with guest speakers, one of them discusses the risks associated with social media, amongst other cyber-related risks.

The second lecture is all about dispute resolution, and the different methods (both destructive and constructive) that families use to resolve their issues. It shows that collaborative practice can resolve issues with a win-win result.

This module is a 4.5-hour (approx. study time) course and is eligible for 3 SFC CPT/PWMA OPT hours.

Check out the other modules in the Program:

• Module 1 - Overview of the Family Offices & Foundations of a Successful Family Office
• Module 2 - Succession & Estate Planning
• Module 3 - Tax Considerations
• Module 4 - Structuring and Set-up - Designing the Family Office
• Module 5 - Governance
• Module 6 - Portfolio Management
• Module 7 - Operations, Technology & Administration
• Module 8 - The Private Bank Relationship
• Module 9 - Non-Financial Services
• Module 10 - Human Resources Management
• Module 11 - Philanthropy, Foundations & Impact Investing

宗旨

By the end of this module, you will be able to:
- State the importance of risk planning and risk consideration in the following:
  i) Death and incapacity of principals and key individuals
  ii) Separation and divorce
  iii) Family disputes
  iv) Personal difficulties
  v) Secrecy, confidentiality and privacy
  vi) Sudden emergencies
- List and describe different methods of dispute resolution

內容

Part 1 - Pre-reading materials / handout from the speakers
(i) Surveying the Risk and Threat Landscape to Family Offices
(ii) Outline Infographic Risk Plan
(iii) Social Media Privacy Guide
(iv) Stages of Mentorship
(v) Mentors
(vi) Individuation
(vii) Crisis Communications Tips

Part 2 - Presentation Slides of the eCourses

Part 3a - When Disaster Strikes*
(i) Introduction
(ii) Section 1: The Family
(iii) Section 2: The Family Office, Trusts and Businesses
(iv) Section 3: Practical Steps to Success
(v) Conclusion

Part 3b - Mediation and Resolving Disputes for the Family Office*
(i) Introduction
(ii) Dispute Resolution Methods
(iii) Conclusion

Part 4 - Quiz*
The quiz consists of 15 questions where learners have 3 attempts to achieve at least 80% with correct answers as a pass.

Part 5 - Post-reading materials
(i) Articles and blogs by the speakers
(ii) Creating an effective cyber-protection plan for your family office
(iii) Paper from Banyan Global
(iv) Study from SEI
(v) Hong Kong Collaborative Practice Group
(vi) ADR Times - What is Collaborative Law in Dispute Resolution
(vii) The HK International Arbitration Centre
(viii) The UK's Family Mediation Council website
(ix) Case study video

* mandatory parts to complete

對象

(1) Professionals who are keen to succeed in the world of family office management
(2) Individuals who want to set up their own family office
(3) Practitioners who wish to take their career to the next level or looking for a role in the industry