Wealth Management

HFOP Module 4 - Structuring and Set-up - Designing the Family Office


This Module 4 of the Henley Family Office Program (HFOP) discusses the various factors that go into designing the structure of a family office, from where to locate the legal vehicles, to what funding models might be used, to what operational functions are necessary. It also introduces the topic of Governance, which will be expanded in Module 5.

This module is a 3-hour (approx. study time) course and is eligible for 1.5 SFC CPT/PWMA OPT hours.

Check out the other modules in the Program:


By the end of this module, you will be able to:
- Name the function & jurisdiction considerations
- Recall the legal entity considerations
- List the internal structure considerations

Content Highlight

Part 1 - Pre-reading materials
(i) Useful Definition
(ii) Do I Need a Family Office? A Guide for the Rich and Not So Famous
(iii) Where to Locate Your Family Office
(iv) A Guide to Establishing a Family Office
(v) Designing the Family Office in a New Era of Private Wealth

Part 2 - Presentation Slides of the eCourses

Part 3 - Structuring and Set-up- Designing the Family Office*
(i) Introduction to the Module
(ii) Section 1: Function & Jurisdiction Considerations
(iii) Section 2: Legal Entity Considerations
(iv) Section 3: Internal Structure Considerations
(v) Concluding Remarks

Part 4 - Quiz*
The quiz consists of 15 questions where learners have 3 attempts to achieve at least 80% with correct answers as a pass.

Part 5 - Post-reading materials
(i) The Family Office handbook
(ii) Guidelines for Single Family Office License
(iii) The Asian Family Office
(iv) FATCA vs CRS: The Difference Is Crucial
(v) Advising the Wealthy Client
(vi) Explains the Variable Capital Companies (VCCs)
(vii) Singapore's gateway to Investment Funds Launch Guide

* mandatory parts to complete

Who Should Attend

(1) Professionals who are keen to succeed in the world of family office management
(2) Individuals who want to set up their own family office
(3) Practitioners who wish to take their career to the next level or looking for a role in the industry

Administrative Details

Relevant Subject
Type 9 - Asset management
SFC:1.50, PWMA:1.50
All Member: HKD775
Chinese Securities Association of Hong Kong (HKCSA): HKD1,085
Non-Member: HKD1,550
Staff of Corporate Member: HKD775