概要

Family offices set to reshape wealth management landscape. More wealthy families are establishing family offices to manage their wealth as wealth management becomes institutionalised. Each family office has its own unique set of wealth management needs, such as managing family businesses, providing services for future generation and, etc. Careful planning to align with their long-term goals, overarching strategy and tax benefits can make setting up a family office seamless and efficient.

As a well‐recognised premier international financial centre and wealth management centre, Hong Kong offers many advantages for setting up family offices business, including cross-border market initiatives and tax concessions for family-owned investment holding vehicles (“FIHV”). This webinar will provide a market outlook for the family office ecosystem and highlight the relevant tax implications in Hong Kong.

內容

Key topics to be covered:

• What makes Hong Kong the premier choice for family offices
   - Understand the key strengths that family offices can capitalise on while operating in Hong Kong and the Hong Kong government initiatives to promote family offices in HK
• Capitalising on the New Family Office Tax Concessions

The new tax concessions for FIHV have now been put into effect, see how family offices can leverage on these new benefits and grow further.

對象

This webinar is primarily targeted at fund managers, asset managers, in-house counsel & compliance officers, senior management such as Responsible officers, Managers-in-Charge, directors, wealth management staff and professionals already working in the family offices sector.

資產財富管理業先導計劃 - 專業培訓資助計劃

本課程已被審批為「提升資產財富管理業人才培訓先導計劃」（以下簡稱「資產財富管理業先導計劃」 其下之「專業培訓資助計劃」（以下簡稱「本計劃」）。本計劃旨在提升資產財富管理業在職從業員的專業能力水準及協助金融服務業內其他從業員學習所需的知識和技能，使他們能投身資產財富管理業。合資格之申請人按香港證券及投資學會之要求完成課程後將可獲香港特區政府資助80%學費，上限為HK$15,000。 香港證券及投資學會為資產財富管理業先導計劃之執行機構，有關申請要求之細則及手續，請參閱專為資產財富管理業先導計劃而設之網站(https://www.wamtalent.org.hk/)。