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Accounting & Finance Family Office

Exploring Opportunities in Family Offices: Positioning Strategies
探索家族辦公室的機遇:定位策略

Course Code
SC537A
Application Code
2340-SC537A
Study mode
Part-time
Start Date
05 Aug 2025 (Tue)
Duration
12 hours
Language
Cantonese
Course Fee
HK$3800
Deadline on 25 Jul 2025 (Fri)
Enquiries
2975 5767
2861 0278
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Highlights

本課程旨在幫助學員深入了解家族辦公室的市場趨勢、運作模式及職業機會,並通過系統化的學習與實踐,掌握相關的核心技能與知識。課程首先從市場分析與定位策略入手,探討環球經濟變化對香港營商環境的影響,以及家族資產傳承與企業長遠發展的關係。學員將學習如何運用SWOT分析,匹配個人優勢與市場需求,並制定家族辦公室的發展策略與競爭優勢。

Programme Details

科目/單元大綱

  • 市場分析與定位策略

> 市場趨勢

> 家族辦公室的市場機遇

> 家族辦公室發展策略

  • 創新思維與發展策略

> 分析家族辦公室客戶的需求和期望

> 創新思維與市場競爭力

> 資產業務跨界發展與機遇探索

  • 家族辦公室的業務範疇與職業機會

> 家族辦公室的核心職能

> 家族辦公室的不同專業角色

> 選擇適合的家族辦公室職位

  • 家族辦公室的運作模式與市場機遇

> 家族辦公室的架構與管理模式

> 家族財富管理與傳承策略

> 家族辦公室的未來發展趨勢

 

導師

何庭堅先生

james

何先生為珠海市海聯會委員,於2006年開始服務金融及企業服務客戶,曾 服務外資投行、國企級及中國企業500強企業之企業融資平台,與內地商會、中介及客戶往來頻繁,定期為客戶及業界舉辦研討會。何先生亦為銀行、劵商等提供企業培訓及持續專業培訓,並擁有多年義務工作經驗。 何先生於香港中文大學風險管理科學系碩士畢業,並為香港證監會第6類 監管活動(企業融資)負責人員,擁有特許金融分析師(CFA)及認證財 務風險經理(FRM)資格。

 

廖贊天先生

timas

廖先生是一位卓越的企業家,17 歲開始創業,現時投資並管理多家位於香港、中國、溫哥華及馬來西亞的企業,業務涵蓋商業諮詢、品牌設計、活動管理、製造業及房地產等多個領域。他同時擔任香港中文大學專業進修學院的兼職市場營銷講師,致力於與業界新秀分享專業知識。此外,廖先生曾任香港北區獅子會及 BNI EMPIRE 分會的主席,展現了其在社區服務及領導力方面的貢獻。

Application Code 2340-SC537A Apply Online Now
Apply Online Now

Class Details

2025年8月

課堂 日期 時間

1

05/08/2025(星期二) 7 - 10 PM
2 12/08/2025(星期二) 7 - 10 PM
3 19/08/2025(星期二) 7 - 10 PM
4 26/08/2025(星期二) 7 - 10 PM

 

Fee

Application Fee

HK$150 (Non-refundable)

Course Fee
  • Course Fee : HK$3800

Apply

Online Application Apply Now

Application Form Download Application Form

Enrolment Method
Payment Method
1. Cash, EPS, WeChat Pay Or Alipay

Course fees can be paid by cash, EPS, WeChat Pay or Alipay at any HKU SPACE Enrolment Centres.

2. Cheque Or Bank draft

Course fees can also be paid by crossed cheque or bank draft made payable to “HKU SPACE”. Please specify the programme title(s) for application and applicant’s name. You may either:

  • bring the completed form(s), together with the appropriate course or application fees in the form of a cheque, and any required supporting documents to any of the HKU SPACE enrolment centres;
  • or mail the above documents to any of the HKU SPACE Enrolment Centres, specifying “Course Application” on the envelope. HKU SPACE will not be responsible for any loss of personal information and payment sent by mail.
3. VISA/Mastercard

Applicants may also pay the course fee by VISA or Mastercard, including the “HKU SPACE Mastercard”, at any HKU SPACE enrolment centres. Holders of the HKU SPACE Mastercard can enjoy a 10-month interest-free instalment period for courses with a tuition fee worth a minimum of HK$2,000; however, the course applicant must also be the cardholder himself/herself. For enquiries, please contact our staff at any enrolment centres.

4. Online Payment

Online application / enrolment is offered for most open admission courses (enrolled on first come, first served basis) and selected award-bearing programmes. Application fees and course fees of these programmes/courses can be settled by using "PPS by Internet" (not available via mobile phones), VISA or Mastercard. In addition to the aforesaid online payment channels, new and continuing students of award-bearing programmes with available online service, they may also pay their course fees by Online WeChat Pay, Online Alipay or Faster Payment System (FPS). Please refer to Enrolment Methods - Online Enrolment  for details.

Notes

  • If the programme/course is starting within five working days, application by post is not recommended to avoid any delays. Applicants are advised to enrol in person at HKU SPACE Enrolment Centres and avoid making cheque payment under this circumstance.

  • Fees paid are not refundable except under very exceptional circumstances (e.g. course cancellation due to insufficient enrolment), subject to the School’s discretion. In exceptional cases where a refund is approved, fees paid by cash, EPS, WeChat Pay, Alipay, cheque, FPS or PPS by Internet will be reimbursed by a cheque, and fees paid by credit card will be reimbursed to the credit card account used for payment. 

  • In addition to the published fees, there may be additional costs associated with individual programmes. Please refer to the relevant course brochures or direct any enquiries to the relevant programme team for details.
  • Fees and places on courses cannot be transferrable from one applicant to another. Once accepted onto a course, the student may not change to another course without approval from HKU SPACE. A processing fee of HK$120 will be levied on each approved transfer.
  • HKU SPACE will not be responsible for any loss of payment, receipt, or personal information sent by mail.
  • For payment certification, please submit a completed form, a sufficiently stamped and self-addressed envelope, and a crossed cheque for HK$30 per copy made payable to “HKU SPACE” to any of our enrolment centres.
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