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

• 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.