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所在平台: Udemy |
课程主页: https://www.udemy.com/course/family-office-family-wealth-section-2-the-groundworks/
课程评论：没有评论
**课程总结：家族办公室与家族财富 - 第二部分：基础建设** 本课程部分二（“基础建设：信念与原则”）旨在为建立强大的家族办公室和家族治理奠定基础。 **核心内容：** * **家族信念与原则的重要性：** 课程强调了建立一套基于共同数据和信息的家族信念与原则的必要性。 * **前瞻性（Prospective/Foresight）：** 引入“前瞻性”作为一项重要练习，帮助家族和投资委员会为未来的讨论建立基础。这对于预测未来趋势、积极应对市场波动以及制定战略规划至关重要。 * **建立家族信念与原则：** 详细探讨如何确立家族信念与原则，这些原则将构成家族价值观和行为的基础，并影响家族内部的决策和行动。 * **ESG（环境、社会和治理）的考量：** 重点关注ESG在当代家族办公室中的重要性，特别是可持续实践和负责任的投资，即使是在新兴市场。 **目标：** 通过本部分的学习，学员将理解建立家族办公室和治理的根本要素，掌握如何利用前瞻性思维进行战略规划，并认识到将ESG原则融入家族财富管理的重要性，从而确保家族的长远发展和公平的参与机会。 **建议：** 建议学员在学习本部分之前，参考第一部分“家族办公室引言”，以更好地理解相关概念。
In this Section 2 of my course on Family Office & Family Wealth. You may need to refer to Section 1 - Introduction to understand some of the concepts related to family offices.In this Section 2 - The Groundwork: Beliefs and Principles, we will explain the need to establish a strong set of family beliefs and principles, based on a common set of data and information. We will introduce Prospective as an exercise and a way for the family and the Investment Committee to maintain a basis for future discussions. This is crucial for laying the groundwork in order to setup a family office and family governance as well as ensuring fairness and equal opportunities to contribute (Lecture 6).Lecture 7: Introducing Propsective, also called Foresight, will set the stage for anticipating future trends and being proactive rather than reactive when apprehending market fluctuations, fostering strategic planning in the family office. Lecture 8: We will discuss how Family Beliefs & Principles need to be established. This principles form a foundation and shape values and behaviours, influencing decision-making and actions within the family unit.Lecture 9: A focus on ESG (Environmental, Social, and Governance) will highlight the importance of sustainable practices and responsible investments for contemporary family offices, including in Emerging Markets.
