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Rise of the Family Office
UHNW families and family office clients was a niche but is now the fastest-growing segment of clients in wealth management. A practical understanding of today’s challenges and tomorrow’s possibilities is crucial to becoming their trusted partners.
Leveraging on real-world experiences and case studies, these specially curated family office courses by BFI@SMU will provide private bankers and financial services representatives with in-depth knowledge and valuable insights into how families approach wealth management, governance and succession needs. Stay in touch with the latest in family investment trends and developments to better engage and support business families as they build long-lasting legacies.
Join us at these upcoming courses offered by the Business Families Institute @ Singapore Management University (BFI@SMU) to learn more about the Family Office space!
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Why our courses?
✔ Flexible short courses specially curated for busy private bankers
✔ Powerful insights with real-world examples and case studies from faculty and industry practitioners
✔ Enhanced IBF-FTS Funding Support of up to S$2,000 per participant from Financial Institutions and Fintech firms per course. Please click on respective links to Financial Institutions Directory and Singapore Fintech Association.
✔ Attain CPD hours based on duration of course upon completion
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Upcoming Courses
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Available Date: 24 May 2022
Duration: 1 Day (9.00am - 6.00pm)
Mode of Delivery: Virtual
CPD: 8 Hours Upon Completion
Designed for experienced RMs to develop an in-depth understanding about their UHNW family business clients and complement the functions of the family offices and assist with the family governance process which is crucial to the sustainability and longevity of each family… [Learn more]
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Available Date: 25 May 2022
Duration: 1 Day (9.00am - 6.00pm)
Mode of Delivery: In-Person
CPD: 8 Hours Upon Completion
Designed for experienced RMs and financial advisers to develop an in-depth understanding of recent developments in alternative assets, an increasingly important part of UHNW portfolios in the context of a persistent low interest rate environment. Through the workshop, participants will learn about the latest trends in traditional alternative investments… [Learn more]
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Available Date: 26 May 2022
Duration: 0.5 Day (1.30pm - 5.30pm)
Mode of Delivery: In-Person
CPD: 4 Hours Upon Completion
In this essential course for private bankers, we will cover the critical steps to understanding and evaluating hedge funds in the Asian market. The course will begin with the current financial environment and the nature & history of the Asian Family Offices. This is then followed by an introduction of the different alternative investments and how to source, evaluate and access the various equity hedge funds… [Learn more]
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Available Date: 27 May 2022
Duration: 0.5 Day (1.30pm - 5.30pm)
Mode of Delivery: In-Person
CPD: 4 Hours Upon Completion
Family offices in Asia Pacific are increasingly upping their investments. Where and what are they looking into to do so? Attend this course to gain valuable insights on the latest in family investment trends and developments, including the factors that are driving the allocations, both in traditional assets and alternative assets such as private equity and emerging instruments… [Learn more]
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For group registration (more than 3 persons) or in-house training, please contact us at bfi@smu.edu.sg.
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About Business Families Institute
In response to the growing needs for Asian-centric family business research and education, the Singapore Management University (SMU) established the Business Families Institute (BFI) in August 2012 to help business families build sustainable, impactful enterprises across generations.
Through SMU’s core competence as a thought leader, BFI aims to strengthen the ecosystem of entrepreneurial business families and stakeholders in their creation of sustainable impact by addressing business family-specific issues such as succession, family governance, entrepreneurship and wealth management. The Institute also encourages business families to Think Generations, Think Growth, Think Giving and Think Global.
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