HKU ICB
Family Office Management (FOM)
Mode and Schedule: | Part-time Mode, 22-28 June 2024, 6-8 hours per day, total 7 days |
Location: | These modules will be held on HKU Campus and National Univesity of Singapore |
Medium of Teaching: | Mandarin Chinese; supplemented by English |
Scheduled Inauguration: | 22 June, 2024 |
Application Deadline : | On or before June 3, 2024; Limited admission of 40 on a first-come, first-served basis |
Background |
Four Challenges Faced by Mainland China's Ultra-High Net-Worth Individuals | |
Investment approaches of family office are becoming more sophisticated and specialised | As the first-generation entrepreneurs grow older, they are handing over the reins to the second and even third generation |
The surge in recent major IPOs or equity incentive schemes have created many new wealthy individuals, who also need to think thoroughly on urgent issues such as how to pass on and allocate their material and spiritual wealth, and fulfil their social responsibilities. | Family office remains a relatively nascent concept in Mainland China, and neither relevant laws nor regulatory authorities have clarified its scope of business. This leads to problems like lack of entry barriers to the industry and unclear definitions of the business nature. How to guide the family office industry to achieve healthy and orderly development and build a "Mainland Chinese-style" innovative family office has become an important issue for the industry and academic communities. |
Objective | |
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Programme Content
- Module #1: "Wealth Creation" Investment
- Module #2: "Wealth Preservation" Tools
- Module #3: "Passing on the Wealth" Innovation
- Module #4: "Governance" Strategies
Teaching Members’ Qualifications
The programme is taught by senior professors from the HKU ICB, National University of Singapore (NUS) and professional wealth management leaders from different industries. All faculty members have rich experience in wealth management in mainland and overseas organisations, and are able to provide all-rounded professional training and practical guidance to the participants.
关启正博士
Dr. Zenki Kwan
Part-time Lecturer at HKU ICB; Chief Investment Officer of a Single Family Office and Listed Company in Hong Kong; Veteran Investment Banker (J.P. Morgan, UBS)
Bruce VonCannon先生
Mr. Bruce VonCannon
Managing Director of Vanheel Management Ltd., former CEO of Rothschild Asia Pacific, Senior Executive at UBS
范博宏教授
Professor Joseph Fan
Leading authority in Chinese corporate governance
张名扬先生
Mr. Mike Cheung
Managing Director and the Head of Family Office of Goldman Sachs 丶 Full member of the Society of Trust and Estate Practitioners (STEP)
Statement of Attendance |
Upon completion of the course, with an attendance rate of 80% or above and passing the assessments, a Certificate of Statement of Attendance issued by the University of Hong Kong Institute for China Business and NUS will be issued to all participants. |
Application Guidelines |
Step 1 Application Preparation
Step 2 Application Submission Email the completed application form, company business card to icbinfo@hku.hk
Step 4 Payment and Registration
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Fees and Charges
Tuition fee: Meal and Travel | HKD 98,000 students are responsible for their own travel documents, visa, accommodation and transportation during their attendance of classes. |
Programme Enquiries
| Unit 01-03, 28/F, Fortune Financial Center Phase III, No. 5 Middle East Third Ring Rd., Chaoyang District, Beijing, 100020, China. |
| Room 021, 4/F, Hang Seng Bank Tower, No. 1000 Lu Jia Zui Ring Road, Pudong New Area, Shanghai, 200120, China. |
| Unit 1603-1605, Building B, Qianhai International Talent Port, No. 5073 Menghai Avenue, Nanshan District, Shenzhen, China. |
| Unit 3, 9/F, CTF Finance Centre, No. 6 Zhujiang Raod East, Tianhe District, Guangzhou, 510623, China. |
| Room 403B, 4/F, Shangri-La Centre, 9 Binjiang Dong Road, Jinjiang District, Chengdu, 610021, China. |