1 Jul 2024
For high-net-worth individuals and family businesses, how to effectively manage and inherit family wealth is the most urgent issue at present.
2024 Keys to Family Wealth Management – From Trusts to Family Offices
For high-net-worth individuals and family businesses, how to effectively manage and inherit family wealth is the most urgent issue at present. This course focuses on the two major wealth management tools, trusts and family offices, and provides students with a comprehensive analysis of their core principles and practical applications.
The course mainly includes the following content:
A. A preliminary understanding of trusts
Master the basic concepts, functions and structure of trusts
Understand the responsibilities and powers of each role in a trust
B. Application of Trust Law
Discuss the core points of trust law
Learn about different types of trusts and their application scenarios
Analyze the key terms of the trust deed and firewall design
C. Trust structure operation
Introducing various trust structure designs
Assist clients in selecting appropriate trust service providers and establishment regions
D. Family office operations and cooperation with trusts
Understand the characteristics and advantages of family offices
Understand how to effectively integrate trusts and family offices
E. Family office investment decision-making process
Learn the investment principles and asset allocation strategies of family offices
Understand how investment committees work
Through systematic course training, students will master the core knowledge of trusts and family offices, and have the ability to provide professional wealth management solutions for high-net-worth clients. Through systematic course training, students will fully master the key skills for independently establishing and operating trusts. Whether you are a high-net-worth individual or the head of a family business, this course will provide you with strong support in family wealth management.
Students who are interested in the field of wealth management are welcome to sign up!
Training