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Family Office Management (FOM)

Family Office Management

Mode and Schedule:

Part-time Mode, 22-28 June 2024, 6-8 hours per day, total 7 days


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      
Family Office
Four Challenges Faced by Mainland China's Ultra-High Net-Worth Individuals

Complexity & Professionalism

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 english
  • The course comprehensively absorbs and applies the relevant theories, tools, and research results of the Wealth Management Research Centre on the family office industry, thoroughly explores the core themes related to family and family business governance and wealth management, and focuses on the human, cultural, financial and social capital of the family, adopts a unique integrated teaching methodology of case teaching, simulated practical & real-case teaching, it is committed to helping the family to build succession planning based on comprehensive risk control.

  • Designed to meet the challenges faced by family members or professional managers who wish to join the family office industry in the multiple and complex relationships among family, business and society, the course is jointly taught by top scholars and practical experts from home and abroad.

  • Help practitioners of family office industry to shape a more complete knowledge structure system to meet the growing demand for family heritage management in the market.

  • In addition to classroom teaching, field trips and benchmarking visits will also be arranged to help the participants to integrate the knowledge and master the theoretical and practical knowledge required for the management and operation of family offices through full interaction.



Programme Content

  • Module #1: "Wealth Creation" Investment
  • Module #2: "Wealth Preservation" Tools
  • Module #3: "Passing on the Wealth" Innovation
  • Module #4: "Governance" Strategies
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

  • Scan the QR code to download the application form
  • Ready the company business card

Download Application Form

Step 2   Application Submission

Email the completed application form, company business card to

Step 3   Review

  • After receiving all applications, we will review the application within 1 week.  
  • Successful applicants will receive the "Letter of Acceptance" and “Payment Notice” from the Institute after passing the vetting process.  

Step 4   Payment and Registration

  • Applicants are required to pay the tuition fee to the HKU bank account within the period specified in the "Letter of Acceptance" to reserve their place and complete the application process.
  • Registration arrangements will be notified in advance and the original ID will be verified during registration.
  • Review of all applicants will be conducted according to the order of their applications and places are subject to final confirmation by the Institute.
  • For further information, please contact our learning centres in Beijing, Shanghai, Shenzhen, Guangzhou, and Chengdu.

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

  • Beijing

Unit 01-03, 28/F, Fortune Financial Center Phase III, No. 5 Middle East Third Ring Rd., Chaoyang District, Beijing, 100020, China.
Tel:  (010) 8518 5526

  • Shanghai

Room 021, 4/F, Hang Seng Bank Tower, No. 1000 Lu Jia Zui Ring Road, Pudong New Area, Shanghai, 200120, China.
Tel:  (021) 6841 1267

  • Shenzhen

Unit 1603-1605, Building B, Qianhai International Talent Port, No. 5073 Menghai Avenue, Nanshan District, Shenzhen, China.  
Tel: (0755) 2360 6173

  • Guangzhou

Unit 3, 9/F, CTF Finance Centre, No. 6 Zhujiang Raod East, Tianhe District, Guangzhou, 510623, China.  
Tel: (020) 2206 0513

  • Chengdu

Room 403B, 4/F, Shangri-La Centre, 9 Binjiang Dong Road, Jinjiang District, Chengdu, 610021, China.  
Tel: (028) 8445 7096