[Webinar] Trust Training Certificate (TTC) (version 2.0) - Unit 13: Family Offices
概要
This is Unit 13 of the "Trust Training Certificate" ("TTC") (version 2.0) training programme.
It consists of one module:
Module 18: Family Offices
For details on the topics to be covered, please refer to the 'Content' section below.
If you wish to register for the full TTC (version 2.0) Part B Stream 1 Training Programme and Examination, click here.
宗旨
At the end of this Module students will understand
- the nature, role and types of Family Offices;
- how a Family Office may be brought into the trusts/ asset holding structures; and
- the need and requirements for good family governance.
- Regulatory/Licensing requirements which may apply
內容
This Module covers:-
- The nature of a Family Office.
- The role of a Family Office.
- How a Family Office may be brought into the trusts/ asset holding structures required.
- The need for good family governance:
- Family Charters/ Family Constitutions (requirements and drafting);
- Family Council;
- voting; and
- family business management succession criteria.
- Comparison between Single Family Offices and Multi-Family Offices and their pros and cons.
- Multi-Family Office considerations
- Licensing & incentives for Family Offices – Hong Kong and Singapore
- The role of a Family Office in relation to the investment of family wealth
對象
This course is primarily designed for individuals who are interested in obtaining the "Trust Training Certificate" to qualify for the Hong Kong Trustees' Association Certified Trust Practitioner™ designation.
It is also relevant for individuals seeking a comprehensive understanding of the course subject matter and those planning to enter the Trust industry 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/)。
導師/講者
Alvin is currently devoting his Practice to Multi Family Office Advisory for high net worth Individuals in structuring their complex wealth matters with a view to preserve their hard earned wealth. A strong believer of “Preservation First, Accumulation Second” and “Distribution Last”, Alvin’s expertise injects a fresh perspective on how wealth and family values can be preserved for many generations in Asian families.
In addition to client services, Edwin had been a part-time lecturer of the Faculty of Law of The University of Hong Kong for 5 years, and has spent over 10,000 hours speaking to high net worth clients, financial professionals, and students in Hong Kong, China and Taiwan region, about topics concerning trust, family office operations, and tax planning strategies.
詳情
Click here if you wish to register for full Part B Stream 1 training programme and examination.