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XuetangX

家族办公室及全球资产配置

via XuetangX

Overview

Learn comprehensive strategies for family office management and global asset allocation, covering essential topics like wealth preservation, risk management, and investment principles. Explore systematic approaches to family wealth management, including tax planning, CRS avoidance, and asset classification. Master techniques for risk isolation, domestic and international investment tool selection, and the three core principles of global asset allocation. Discover how to leverage expert resources, evaluate family offices, utilize FOF funds for value investing, and structure investment portfolios. Examine case studies like the Lee Kum Kee family governance model, understand trust structures for succession planning, and learn about offshore tools, insurance pitfalls, and wealth preservation across generations. Gain insights into women's roles in family wealth management, risk control mechanisms, and protective tools for entrepreneurs' assets.

Syllabus

  • 我们如何进行资产保全?
    • 家族办公室如何进行财富管理?
      • 家族办公室如何进行财富管理?
        • 家族办公室在不同规模家族中的应用
          • 六大中国式投资陷阱
            • 财富风险防范的方法
              • 家族资产管理的系统性风险
                • 家族财富系统架构五步骤
                  • 税收规划:规避CRS的最佳路径
                    • 如何做资产分类管理保持财富持续增长?
                      • 如何排查资产配置风险,做好风险隔离?
                        • 正确选择境内境外投资工具,使资产安全增值。
                          • 全球资产配置遵循的三大原则
                            • 用好专家资源,立足中国,全球下注
                              • 如何选择靠谱的家族办公室进行资产管理
                                • 如何用fof基金进行价值投资?
                                  • 怎样选择财富配置的投资组合
                                    • GP LP 怎样伸张自己的权益?
                                      • 传统企业如何发展基金会进行产业并购?
                                        • 单一信托VS复合信托,哪一种更安全?
                                          • 十个亿给你,如何做资产配置?
                                            • 如何发挥女性在后院家族财富管理中的作用?
                                              • 如何设立后院家族财富风险控制机制?
                                                • 什么工具可以保护企业家资产不受侵害
                                                  • 如何打破富不过三代的魔咒
                                                    • 从李锦记家族xian章看家族治理
                                                      • 如何用信托架构顺利交棒下一代
                                                        • 成立家族信托要符合哪些条件?
                                                          • 购买保险要避免那些坑
                                                            • 离岸工具的使用

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