ESTATE PLANNING COURSES
Family Office Setup Course (Malaysia Context)
- Intensive Course on Building, Managing, and Growing a Family Office for Lasting Legacy and Wealth Preservation.
- HRDC Claimable
- 3-day Training
- Private Classes Available
Supporting Partners:
5 Key Takeaways From This Course
In-Depth Understanding of Family Office Structure and Governance
Gain knowledge on setting up and structuring a family office, including best practices for governance, staffing, and operational efficiency.
Navigating Malaysian Tax and Regulatory Frameworks
Learn about the specific legal and tax considerations for family offices in Malaysia, including Labuan IBFC and compliance requirements.
Strategies for Effective Succession Planning and Wealth Transfer
Develop skills in planning for generational wealth transfer, ensuring smooth transitions that maintain family legacy and unity.
Risk Management and Compliance Techniques
Explore strategies to protect family wealth, including risk management, impact investing, and ensuring regulatory compliance.
Networking and Collaboration Opportunities
Connect with industry experts and other family office professionals, creating a network for ongoing knowledge sharing and partnership.
What Our Students Have To Say?
Courses Outline
- Definition and purpose of a family office.
- Types of family offices (single family office vs. multi-family office).
- Customized wealth management and financial planning.
- Consolidated reporting and oversight of assets.
- Privacy and confidentiality.
- Governance and succession planning.
- Choosing between a single family office and a multi-family office.
- Legal structures (corporation, LLC, trust, etc.).
- Governance framework and decision-making processes.
- Roles within a family office (e.g., Chief Investment Officer, Chief Financial Officer, Family Office Manager).
- Hiring and retaining talent.
- Outsourcing vs. in-house expertise.
- Establishing family governance structures.
- Developing a family constitution or mission statement.
- Succession planning for leadership roles within the family office.
- Managing conflicts and expectations within the family.
- Effective communication strategies.
- Education and training for family members involved in the family office.
- Real-world examples of successful family offices.
- Lessons learned from failures and challenges.
- Industry trends and innovations in family office management.
- Overview of Labuan IBFC.
- Historical development and significance.
- Key regulatory bodies and their roles.
- Labuan Company:
- Types of Labuan companies.
- Incorporation process and requirements.
- Regulatory compliance and governance.
- Labuan Tax Framework:
- Tax regulations for Labuan entities.
- Benefits of Labuan’s tax structure.
- Case Study: Practical applications of Labuan tax framework.
- Establishment of Labuan Foundation:
- Overview of Labuan Private Foundation.
- Establishment process and benefits.
- Regulatory compliance and governance.
- Case Study: Sample of Framework.
- Labuan Charitable Foundation (Added value of Family Office):
- Structure and objectives.
- Establishment and regulatory requirements.
- Case Study: Sample of Framework.
- Solving the Puzzles of Bank Account Opening Challenges:
- Process of onboarding customers.
- Common challenges faced in opening bank accounts.
- Case Study: Real-world examples of overcoming challenges.
**Certificate of completion will be given out for students completing the 3 Days Course Endorsed by UTM, UTM Space & MLI)
Who Is Suitable To Take This Course?
- Estate Planners
- Insurance Agents
- Will Writers
- Certified Financial Planners
- Bereavement Specialist
- Bankers
- Loan Specialists
- Working Adults who want to look for side income
What Our Students Have To Say?
Ready to Build Your Family Office Expertise?
Explore the full range of skills and knowledge needed to set up and run a successful family office in Malaysia. Apply Now – Limited Seats Available!