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所在平台: Udemy |
课程主页: https://www.udemy.com/course/family-office-family-wealth-section-3-operations/
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**Coursera 课程《家族办公室与家族财富》第三部分 - 运营** 本部分课程深入探讨了家族办公室（Family Office，简称 FO）的运营、结构和治理。 **核心内容包括：** * **第六讲：家族办公室的设立、运营与职能** * 重点介绍家族办公室在管理超高净值个人及家族财富和事务中的核心作用。 * 涵盖的服务范围，如投资管理、遗产规划、慈善活动等。 * **第七讲：家族办公室的内部化与外包之争** * 分析家族办公室在内部化（in-sourcing）和外包（outsourcing）之间的权衡，探讨控制与效率的取舍。 * **第八讲：高效运作所需的组织与资源** * 强调家族办公室拥有健全的组织结构和充足的资源，以有效满足超高净值家族客户的需求。 * **第九讲：报告与信息技术在家族财富管理中的重要性** * 阐述报告和信息技术在确保财务和资产管理透明度、准确性和效率方面的关键作用。 * **第十讲：合规性（内向与外向）** * 讨论合规性的重要性，包括内向合规（inward-bound compliance）和外向合规（outward-bound compliance）。 * 特别强调对新兴市场超高净值人士或家族办公室的重要性，以理解银行账户风险和失去其他服务提供商的风险。 本部分课程旨在为学员提供关于家族办公室运营方面的全面认识。
Section 3 - Setup & OperationsThis is Section 3 of my course on Family Office & Family Wealth, delving into the operations, structure and governance of Family Offices. Lecture 10 - Highlighting the setup, operations, and functions performed by Family Offices. In this chapter, we will discuss how Family Offices play a crucial role in managing the wealth and affairs of high-net-worth individuals and families. They provide a range of services including investment management, estate planning, philanthropic activities, and more.Lecture 11 - Discussing the debate between in-sourcing and outsourcing within Family Offices. The debate between in-sourcing and outsourcing within Family Offices revolves around the trade-off between control and efficiency.Lecture 12 - Necessary organization and resources for the efficient functioning of FOs. It's essential for Family Offices to have a well-structured organization and adequate resources to effectively meet the needs of their clients, i.e. the UHNW family.Lecture 13 - Emphasizing the importance of Reporting & Information Technology in managing Family Wealth. Reporting and Information Technology are pivotal aspects of Family Offices operations, ensuring transparency, accuracy, and efficiency in managing finances and assets.Lecture 14 - Finally, we will close this Section 3 (before we move on to the next section), with a discussion of Compliance, including both inward and outward-bound compliance. Please do not skip this last chapter if you represent an Emerging Market UHNW or family office as it is essential to understanding your debanking risk and growing risks of losing other service providers.
