Open Programs

Family Office: A Powerful Tool for Succession Planning 家族办公室:承传规划的有力工具

(3 November 2017)

2017年11月3日

This program is jointly organized by the HKUST Business School Executive Education Office and the Tanoto Center for Asian Family Business and Entrepreneurship Studies.

本课程由香港科大商学院高级管理人员课程部及陈江和亚洲家族企业与创业研究中心合办。

This program offers a practical guideline on how to set up an Asian family office and introduces how, through this vehicle, family wealth, harmony and legacy can be preserved in Asian families across generations.

本课程提供设立符合亚洲特色的家族办公室的实际操作指南,以及介绍如何运用家族办公室确保家族财富、家族和谐和家族价值观的永续长存。

Program Highlights 课程特色

  • A practical perspective of when, where, who and how to set up a family office which fits the needs of Asian families
    提供何时何地何人如何设计亚洲家族办公室的实际操作经验
  • A program led by scholars and practitioners with years of academic excellence and practical experience
    课程由具多年实战经验和卓越学术研究成果的家族企业教授团队和业界专家领导
  • Live cases shared by leaders in the Asian family offices
    亚洲知名家族办公室实例分享
  • Opportunity to interact with Asian family business owners
    与亚洲家族企业家共同学习和互动的机会
  • A special lecture in arts investment
    设有关于艺术品投资的特别环节

This program provides bilingual materials with English-Mandarin simultaneous interpretation.
此课程提供双语教材,并配以英语与普通话同声传译。

Who Should Attend 课程对象

  • Non-family executives working in family offices, trusts, and foundations
    家族办公室、家族信托公司和家族基金会的非家族主管
  • Private and investment bankers and wealth managers serving / intended to serve family offices
    正为/有意为家族办公室服务的私人和投资银行家和财富管理人员
  • Accountants, lawyers, and other service professionals
    会计师、律师和其他专业服务人员
  • Family business owners and entrepreneurs and their family members
    家族企业的所有者和企业家以及其家族成员

Program Content 课程内容

  • Types of family office
    家族办公室的类型
  • When and where a family might consider having a family office
    设立家族办公室的时间和地点的考虑
  • Cost of the office and types of possible services
    家族办公室的成本和可提供的服务类型
  • The structure design and job descriptions of a family office
    家族办公室的架构设计和工作描述
  • The Western concept of“family office”and its limitations in Asian contexts
    西方“家族办公室”的概念及其在亚洲环境下的局限性
  • Adapting Asian style family offices
    建立符合亚洲家族的家族办公室
  • Challenges and opportunities of working in an Asian family office
    在亚洲家族办公室工作的挑战和机遇

Upon completion participants will receive a certificate of participation issued by the HKUST Business School.
完成课程后,学员将获得由香港科大商学院颁发的结业证书。

                                                中文报名表

Program Schedule Program Fee  
3 November 2017 (Fri)
2017年11月3日(周五)
9:00am-5:30pm
上午9:00 - 下午5:30
Daily schedule is subject to change
时间表可能会按情况有所变动
Regular Rate*:
课程费用*:
HK$11,500
Special rate for
HKUST Alumni#
Early Bird:
科大校友#或提前报名优惠:(by 22 September 2017)
(2017年9月22日前)
HK$9,500
Corporate rate or Group participation:
团体报名优惠:(3 or more concurrent registrations)
(3位或以上同时报名)
HK$8,500


* The fee includes tuition, all teaching materials, refreshment and lunch.
课程费用包括学费、所有教学材料、午餐及茶歇。

# including participants of our open programs
包括公开课程的学员

Registration Deadline 13 October 2017 2017年10月13日

Request Program Info.

Venue & Transportation
上课地点及交通资料

3/F, LSK Business Building 
HKUST, Clear Water Bay 
Kowloon, Hong Kong

香港九龙清水湾香港科技大学 
李兆基商学大楼3楼

Venue & Transportation Info 上课地点及交通资料

Program Administration 课程联系

For enquiries on company and organization participation, please contact:
如欲查询公司或机构报名方法,请联络:

(852) 2358 7541 / (852) 2358 8013
(852) 2335 5836