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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.
