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BFI@SMU Family Office Essentials for Private Bankers
[Programme code: P210512HSM]
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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. Through the workshop, the RMs will learn about the structures of family offices and family’s wealth management with extensive use of case studies and group work. These in turn, will help to deliver long-term returns consistently and create value for the family.
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Training Duration/CPD Hours
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8 CPD Hours
1 Full Day, 9am - 6pm
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Delivery Platform:
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In-Person: venue TBA (Lunch provided)
Language: English
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Course Fee
The Institute of Banking and Finance (IBF) Financial Training Scheme (FTS) provides course fee subsidies to eligible company sponsored individuals who complete financial sector-specific training courses recognised under FTS courses.
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Course Fee per participant
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In-Person: SGD1,370.00 (before 8% GST)
(as low as SGD1,068.60^ or SGD979.60# after IBF-FTS Funding Scheme for eligible participants* and inclusive of GST)
^30% co-funding of direct training cost (capped at SGD500 per participant per course)
#70% co-funding of direct training cost for Singapore Citizens aged 40 years old and above (capped at SGD500 per participant per course)
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Eligible Participants*
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- All Singapore Citizens or Permanent Residents, physically based in Singapore and sponsored by financial institutions (FI) or eligible FinTech firms
- Licensed representatives such as insurance agents, financial advisers, and remisiers supported by FI principal
- General insurance (GI) agents registered with the General Insurance Association’s (GIA) Agent Registration Board
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Time
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Programme
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8:45am
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Sign-in starts
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9:00am
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Welcome Remarks
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9:10am
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101 Guide to Family Offices
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1:00pm
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Lunch Break
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2:00pm
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Workshop continues
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6:00pm
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End of workshop
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Programme Outline
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101 Guide to Family Offices
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(A) Family Office Essentials
- What is a Family Office?
- Determine Mission and Purpose
- Implementing Family Governance across Generations
- Ensuring Risk Management
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(B) Asset Management
- Regulatory Framework and Options (Singapore)
- Establishing an Appropriate Investment Policy
- Wealth Management Models: Different Asset Classes, Inhouse, Outsourced CIO
- Maximizing Returns with External Partners: Private Banks, Fund Managers etc.
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(C) Case Study - Practical Tools
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| Trainer's Profile |
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Ee Lin CHAN, Director, Family Enterprise Consulting, Deloitte Private
Ee Lin CHAN is an award-winning internationally recognised trust & wealth planner and family business governance advisor to high net worth families and family offices in Asia Pacific & Middle East. A fully qualified advocate and solicitor, she has held C-suite and regional roles in major international banks for over 3 decades.
Currently Director at Deloitte Private Tax and Legal, heading up Family Enterprise Consulting, she helps business owning families create family constitutions, and advises on family governance, trust & succession planning and family office structuring. A trained mediator, she is also adjunct professor at Singapore Management University (SMU) and Nanyang Technological University where she lectures at executive education and Masters programs, the Business Families Institute and STEP Masterclass in Family Business Advising. Winner of the SMU Dean’s Teaching Honour List Top Adjunct Faculty award in 2019, Ee Lin is also a frequent speaker at industry events in the region.
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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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