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所在平台: Udemy |
课程主页: https://www.udemy.com/course/family-office-family-wealth-section-1-introduction/
课程评论：没有评论
课程名称：家族办公室与家族财富 - 第一部分：导言 课程概述：家族办公室与家族财富的完整课程分为六个部分，旨在为想要建立财富管理结构的家庭提供参考指南，内容基于在新加坡、伦敦、迪拜和毛里求斯的经验。本课程通过一位资深的家族办公室经理和家族企业管理者的视角，分享了治理、家庭动态、家族办公室组织、财富结构、风险与成本等方面的深刻见解。课程讲师Geoffroy Dedieu是一位经验丰富的基金经理、家族办公室主任、首席投资官和企业经理，专注于单一家庭模式。他拥有法学和工商管理的硕士学位，并取得了财务规划和证券投资的相关认证。课程结合实际智慧和战略方法，通过现实场景提供实用的解决方案和可操作的见解，帮助家庭应对当今动态金融环境中财富结构和管理的复杂性。 在第一部分-导言中，我们将探讨有关家庭及家庭动态的关键信息（第一章）和面临的挑战（第二章）。理解家庭内部的复杂性和动态（第三章），以及家族办公室的复杂格局（第四章），对于有效的家族办公室管理和治理非常重要（第五章）。我们将探讨家族办公室如何与家族企业治理交叉，这些相互交织的元素在塑造家族办公室和企业的整体结构及决策过程中发挥着关键作用，强调在治理背景下处理家庭与商业关系及动态的重要性。
Family Office & Family Wealth, the full course, in 6 separate sections, aims to be a reference guide for families interested in establishing their wealth-management structure, informed by experiences in Singapore, London, Dubai and Mauritius. This course shares insights as a seasoned family officer and family business manager, and offers a unique perspective on governance, family dynamics, FO organization, wealth structuring, risks, and costs. Geoffroy Dedieu, the expert behind this course, brings a wealth of experience as a fund manager, family officer, CIO and business manager, specialising in the Single-Family model. With a background spanning Singapore, Dubai, London, and Mauritius, Geoffroy is a proficient speaker and writer with master's degrees in Law and Business Administration and certifications in financial planning and securities investments. The course encapsulates practical wisdom and strategic approaches to wealth management, drawing from real-world scenarios to offer practical solutions and actionable insights to families navigating the complexities of wealth structuring and management in today's dynamic financial landscape.In this Section 1 - Introductory section, we will delve into the key messages (Chapter 1) and challenges (Chapter 2) surrounding families and family dynamics. Understanding the complexities and dynamics within families (Chapter 3) as well as the intricate landscape of family offices (Chapter 4) is crucial for effective family office management and governance (Chapter 5). We will explore how family offices intersect with family businesses governance. These interwoven elements play a pivotal role in shaping the overall structure and decision-making processes within family offices and businesses, highlighting the importance of addressing familial & business relationships and dynamics in the context of governance.
