東西變局下的家族辦公室新策略 New Strategies for Family Offices under the Changing Global Landscape

在全球經濟格局急速轉變、資本市場東升西降的⼤環境下，家族辦公室迎來前所未有的新機遇與挑戰。本講座將深入探討跨地區高淨值家族動向、資產配置、WEB3.0與數字資產監管，以及家族傳承的關鍵策略，助您於變局中掌握先機，制定穩健發展路線。

It is our pleasure to co-host this event with CPA Australia, HKU SPACE, and Asia Family Office Foundation, the event covers new opportunities and challenges for family offices, focusing on global trends, asset strategies, and family inheritance for stable growth. The event aims to explore new strategies for family offices in the rapidly changing global economic landscape, including topics like cross-border asset allocation, WEB3.0 and digital assets regulation, and key strategies for family succession planning.

日期：2025年8月21日（星期四）  
時間：19:00-21:00  
語言：廣東話  
地點：香港大學專業進修學院金鐘教育中心  
香港金鐘夏愨道18號海富中心2樓204室（⾦鐘港鐵站A出口，經海富中心商場⾏⼈電梯上）  
持續培訓（CPD/CPT）時數：1.5

Date: Thursday, 21 August 2025  
Time: 19:00–21:00  
Language: Cantonese  
Venue: HKU School of Professional and Continuing Education, Admiralty Learning Centre  
Room 204, 2/F, Admiralty Centre, 18 Harcourt Road, Hong Kong (access via the shopping arcade escalators through Exit A, Admiralty MTR Station)  
CPD/CPT hours: 1.5

About the Keynote Speaker

顧向聖先生  
亞洲家族辦公室基金會副會長

Remarks:

Registration Policies

• Registration is compulsory for all attendees, and no walk-in participants will be permitted to ensure proper event management and capacity control.
  
  

Attendance and Certification

• Only individuals who are officially registered are allowed to stay and participate in the event, ensuring a controlled and professional environment.
• To qualify for Continuing Professional Training (CPT) or Professional Learning Program (PL) hours or RBV CPD hour, all participants must attend the event in its entirety. Following the event, Society staff will verify each participant’s check-in and check-out times with the registration system to issue CPT Attendance Letters. No pro-rata credit hours will be awarded for partial attendance, maintaining the integrity of the certification process.
• Requests for attendance letters will not be processed after the event date and the registration deadline.
  
  

Other Details and Policies

• The event will be conducted exclusively in Cantonese. 
• For the purpose of attendance tracking, participants’ names and company names (if provided) may be shared with the event speaker.
• Should there be any changes to the event date(s), venue, or other arrangements due to unforeseen circumstances, participants will be notified via SMS and/or email. Additionally, notices will be posted on the Society’s website, and participants are encouraged to stay vigilant and check these channels for updates.
• Participants are personally responsible for safeguarding their belongings throughout the event, as CFA Society Hong Kong will not be held liable for any loss, theft, or damage to personal items.
• Individuals experiencing discomfort, flu-like symptoms, or any health concerns are kindly requested to refrain from participating in the event to prioritize the well-being of all attendees.
•  In the event of any dispute arising from the event, the decision made by CFA Society Hong Kong shall be considered final and binding to ensure consistency and fairness.
• The event organizers reserve the right to alter the format, date, or other aspects of the event due to unforeseen circumstances, such as weather or logistical issues, without providing prior notice. 

Personal Information Collection Statement

• Your personal data collected from the registration process will be used for the purpose of the administration of the course/event/activity on which you are registered (“Event”). Such data collected may be accessible by CFA Society Hong Kong’s officers, persons or committees processing the application and related matters. CFA Society Hong Kong reserves the right to inspect personal identity of participants. In addition, CFA Society Hong Kong may use the collected data for statistical research and analysis. By submitting this registration form, you understand and agree that CFA Society Hong Kong may provide your personal data to co-organizers/service providers in or outside Hong Kong for the purpose relating to the Event. For more information about the privacy policy of CFA Society Hong Kong, please visit here. 
• CFA Society Hong Kong intends to use the personal data (including but not limited to your name, email address(es), mobile number and/or social media) to inform you, where relevant, of members’ benefits, goods, services facilities and events organized or provided by CFA Society Hong Kong or other organizations. Members and registered persons may opt out of receiving such materials at any time by sending an email to CFA Society Hong Kong at info@cfasocietyhongkong.org.

By registering for this event, you confirm that you and your guest(s) consent to appearing in any official event photographs and video footage.

• The photographs and video footage can be used by the Society for marketing and publicity in our publications, on our website and in social media, or in a third-party publication.
• In addition, photographs or video footage may be taken by other event attendees and publicly shared, for which the Society cannot be held responsible.