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As Asian wealth grows through accumulation over time there is an increasing number of families consolidating their wealth in Singapore through formal structures, such as family offices.

This 4 hours course is to enable you to understand what is family office, what roles and responsibilities are entailed by the family office, how is it set-up as well highlighting the areas of work that the family office carries out.

Target Audience

  • Private Bankers
  • Priority Bankers

Course Objectives

  • Learn the concept and framework of family office
  • Understand the role and responsibilities entailed by the family office
  • Gain an overall awareness of Family Office in terms of its set-up and ongoing activities carried out by the Family Office

Course Outline

  • What is a Family Office
  • What is a Single-Family Office
  • What is a Multi-Family Office
  • What is a Family Office set-up
  • Products & Services offered by Family Offices
  • Process and Procedures in a Family Office in relation to Selection of Fund Manager
  • Areas to Consider before deciding to set up a Family Office:
    • What are your objectives for setting up a family office?
    • What assets to be held in & by the family office?
    • What is the investment strategy and mandate for the family office?
    • How to apply to MAS for licensing and tax exemption?
    • What are the ongoing operational requirements?
    • What is the business succession planning of family office?
    • Is there any charitable/philanthropic organizations that the Family would like to support?