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会计及金融 家族办公室

家族办公室

家族办公室是私人财富管理业务的高端部份,它们对整个金融服务行业变得越来越重要。不仅是因为这些家族办公室可以管理大量的家族资产, 而且也证明了个别金融中心对财富管理的整体能力。
  
市场对家族办公室管理的教育需求越来越高,尤其是来自金融服务业的学生更热衷於了解如何协助他们的客户在香港建立家族办公室。 我们提供的家族办公室课程旨在令学生掌握对家族办公室管理方面的专业知识,为他们在金融和投资服务领域的职业生涯做好准备。

家族办公室课程

Programmes Type

课程类别

微证书

开课日期

上课日期

学费资助

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香港岛

九龙

新界

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The programme aims to provide students with a detailed understanding of the multifaceted aspects of family office management. Through a blend of theoretical knowledge and practical applications, the programme seeks to equip students with the necessary skills to navigate the intricate landscape of family wealth management. It will cover a range of topics such as governance structure, investment strategies, succession planning, and ethical considerations specific to family office. The programme helps to cultivate family office professionals to address the evolving needs and complexities of affluent families and their enterprises. After completing the programme, students will be capable of providing professional advice in the specialised realm of family office businesses.
PT
Start 14 OCT 2025 (TUE)
Duration 1-3 year
Fee HK$96000
本課程旨在介紹學員家族辦公室之環球稅務及信託安排。透過教授相關的知識,讓學員了解信託法的概念、遺產及熱門國家的稅務條例要點。通過環球案例分享,學員能為高端客戶提供環球稅務及信託安排的具體財務配置計劃。
PT
開課日期 2025年7月24日 (星期四)
修業期 30小時
課程費用 HK$7,800
本課程旨在教授學員如何成立家族辦公室,相關的資產配置技巧與注意事項。課程內容包括家族辦公室的概念、營運模式、資產配置、策略選擇與執行步驟。完成課程後,學員能夠因應客戶需要,成立家族辦公室,並提供投資策略建議和訂立確切的執行計劃。
PT
開課日期 2025年8月11日 (星期一)
修業期 39小時
課程費用 HK$10,200
本課程旨在令學員了解家族辦公室的功能和運作。透過家族辦公室實例個案,指導學員如何有效地為高端客戶提供投資管理策略和執行的具體方案。
PT
開課日期 2025年8月11日 (星期一)
修業期 99小時
This programme will equip students with a detailed understanding of the regulatory environment, legal structures, and reporting requirements for family office, as well as the key legal considerations and strategies for lawyers working with family office. This includes exploring the use of trusts, wills, and other instruments in family office planning and succession, as well as the legal implications of managing various family office assets and engaging in charitable and philanthropic activities. After completing the programme, students will be equipped with the knowledge and skills to address family office’s unique regulatory, structural, and asset-related needs.
 
PT
Start 17 OCT 2025 (FRI)
Duration 30 hours
Fee HK$15000
This programme aims to provide students with essential knowledge in Private Equity and M&A markets. It will discuss various issues such as the development of Private Equity and M&A in different regions; the structuring and executing of Private Equity and M&A; the considerations and processes involved in Private Equity and M&A transactions; updated legal and regulatory developments in Hong Kong. Real-life cases will also be discussed. After completing the programme, students will understand how Private Equity and M&A help with family office growth.
 
PT
Start 04 FEB 2026 (WED)
Duration 30 hours
Fee HK$15000
This programme aims to provide students with multi-generational wealth inheritance strategies for high-net-worth families. It will cover a range of topics including portfolio management constraints, discussing risk concepts, behavioral biases, asset class returns, passive vs. active strategies, equity securities, fixed income analysis, immunisation strategies, and derivatives securities. After completing the programme, students will grasp essential insights into effective portfolio management practices for family office.
PT
Start 05 MAY 2026 (TUE)
Duration 39 hours
Fee HK$18000
This programme will equip family office professionals with essential tools to navigate complex family dynamics while effectively managing wealth. Students will develop skills in cross-generational communication, decision-making, conflict resolution, and motivation of next-generation family members. They will learn how to manage intergenerational wealth transfers, implement family governance structures, and navigate cultural nuances specific to family office. The programme will emphasise practical applications to preserve family harmony and balance financial goals with family well-being in the context of family office management. 
PT
Start 26 JUN 2026 (FRI)
Duration 30 hours
Fee HK$15000
The programme aims to provide students with essential knowledge in family office management. It will discuss various issues regarding how to establish a family constitution; how to set up a family office in Hong Kong; inheritance, family and business knowledge; and how to handle stakeholders’ disputes. The application of trusts in family offices and real-life cases will be discussed. After completing the programme, students can better understand the processes and contemporary issues related to family office management.
PT
Start To be advised
Duration 30 hours
Fee HK$15000