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XuetangX

守住你的财富领土:资产配置解读

via XuetangX

Overview

Learn essential strategies for wealth preservation and asset allocation in this comprehensive financial management course. Explore various topics including financial pitfalls, family office operations, risk management, overseas asset allocation, and enterprise risk mitigation. Examine real-world case studies of successful family dynasties like Morgan, Rothschild, Lee Kum Kee, and DuPont, understanding their governance structures and wealth preservation tactics. Master practical aspects of wealth management including insurance selection, immigration investment considerations, family FOF fund management, and stock market risk assessment. Gain insights into family governance, including marriage risk management, children's marriage considerations, and identity management. Study charitable arrangements, family constitutions, and specific wealth management requirements for female wealth holders, while learning how Chinese families can effectively implement family office operations.

Syllabus

  • 发刊词
    • 人群的特点
      • 不同类型的金融陷阱
        • 家族办公室如何使投资风险降低?
          • 财富的二次分配
            • 为什么要进行海外资产配置?
              • 资产配置不当 同样会带来企业风险
                • 企业与家庭 婚姻,暗藏的风险该如何隔离?
                  • 各国都在实施 肥猫计划 --如何才能不做任人宰割的肥猫?
                    • 慈善安排背后的商业动机
                      • 李锦记如何通过家族宪章将公司治理的井井有条
                        • 摩根家族 罗斯柴尔德家族屹立不倒的根本原因是什么?
                          • 香港富豪420亿的资产,没传给儿子给了谁?
                            • 买海外保险还是国内保险 到底哪个更保险?
                              • 移民到底是不是投资的较佳选择?
                                • 家族FOF基金的管理模式
                                  • 如何去识别ffjz?
                                    • 为什么上市公司股东容易股票爆仓?
                                      • 如何在复杂经济环境下辨别不同的投资风险?
                                        • 子女择偶父母如何提要求?
                                          • 身份管理和规化的重要性
                                            • 股权设计在家族企业中的正确运用
                                              • 后院财富管理
                                                • 女性要具备三个方面的特点才能讲你的家管理的井井有条
                                                  • 罗斯柴尔德家族战无不胜的秘籍
                                                    • 杜邦家族如何得到美国政府全力支持 家族逐步昌盛
                                                      • 盖茨家族慈善基金会
                                                        • 中国人群如何开始家办的运用?

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