Estate Planning Module 1: Family Office and Asset Allocation for High Net Worth Clients (Virtual class through Zoom)

(This course provides Chinese introduction only)
 

遺產規劃 單元一：高淨值客戶的家族辦公室與資產配置

Estate Planning Module 1: Family Office and Asset Allocation for High Net Worth Clients

高淨值客戶的家族辦公室通常提供全面的資產管理和投資服務，包括風險評估、投資組合分析和多樣化投資策略。透過適當的資產配置，家族辦公室能夠幫助高淨值客戶實現財富保值和增長的目標，並提供長期的財務規劃和資產傳承策略，以維護家族財富的持續發展。

1. 家族辦公室的定義與演變

2. 家族辦公室的類型：單一家族與多元家族

3. 設立家族辦公室的策略與要求

4. 家族辦公室的啟動與持續管理

5. 家族辦公室的最佳實踐

6. 家族辦公室的法律與監管框架

7. 透過家族辦公室的資產配置

8. 家族辦公室投資與風險管理

Enrollment

• Enrollment of virtual CPD programmes can only be made through VTC’s Continuing & Professional Education website (https://cpe.vtc.edu.hk/en). The programme fees must be paid online by Credit Card (Visa / Master). Only enrollment with completed information and payment will be processed.

• Applicants should upload* a copy of your Hong Kong Identity (HKID) Card / Passport / Travel Document, or valid visa / entry permit for study issued by the Immigration Department of the Hong Kong Special Administrative Region (HKSAR) during the enrollment process for identity verification purpose. The uploaded image should only show your full name in both English and Chinese with your photo. Other personal information must be covered.

        * File size shall be less than 4 MB. File format shall be in jpg, jpeg, pdf or png.

• All places are allocated on a first-come-first-served basis. Incomplete forms and forms received without payment will not be processed.

Notification of Class Commencement

Successful applicants will be notified of the class confirmation and relevant information by email at least 7 working days^## before class commencement.  Login information including Meeting ID and Passcode, and Student Login ID will be sent to students by email 3 working days## before class commencement. Please contact us at 2836 1906 if you do not receive the notification and/or login information 3 working days^## before the class commencement.

## Working days (exclusive of Saturdays, Sundays and Public Holidays)

Applicants should ensure their digital devices be equipped with a video camera and connected to a stable network before enrolling the virtual CPD Programme.

Students are required to show themselves in front of the camera throughout the lesson, otherwise the CPD / CPT hours will be deducted.

Certificate

Students who have participated in PEAK’s CPD short courses via virtual classrooms and achieved an attendance rate of 80% or higher may download their certificates from PEAK’s website (www.peak.edu.hk) starting from the 6th working day upon completion of the respective courses. The certificates shall be downloaded within three months from the date of course completion.

Please note that students should choose to download their certificates from our website or have their certificates sent by ordinary post during the online application process. Once students have chosen the mail delivery option, they will not be able to download their certificates via online means. The certificates will be sent to their registered local correspondence address within 14 working days from the date of course completion. PEAK will not be responsible for any loss in mailing.