Course

Professional Certificate Programme in Family Business and Wealth Succession

Programme Overview

Programme Recognition

The programme is designed in accordance with the Hong Kong Qualification Framework Level 6 on the Qualifications Register (QR). Graduates of this programme are eligible to apply for course and unit exemption with reference to the Graduate School’s Policy on Course and Unit Exemptions for Postgraduate Students. The application is subject to approval from the CUHK Graduate Division of Business Administration and the Graduate School. (QR Registration No.: 25/000741/L6)

Programme Background and Objectives

The Professional Certificate Programme in Family Business and Wealth Succession features distinct modules that address various aspects of managing a family office, including Family Office Management, Family Office Strategy, Investments and Wealth Management, Legal and Tax, and Philanthropy. Through the implementation of this innovative programme, participants can expect to gain valuable insights and heightened exposure to the dynamic landscape of family offices, equipping them with the skills necessary to effectively navigate this evolving field.

Details

Schedule

January 2026

Venue

CUHK Main Campus

Minimum Enrolment

Min 16 Needed for Course to Begin

Programme Learning Outcomes

At the end of the course, participants will:

  1. Gain background knowledge on family office routines, their different structures (single vs. multi-family), and current industry developments like digital transformation and ESG integration.
  2. Acquire practical skills in formulating strategies, planning and managing day-to-day operations, including succession planning, conflict resolution, and effective communication between family members and office staff.
  3. Understand modern portfolio theory application, alternative investments, private equity, real estate, and sustainable investing. Additionally, they will also be able to do risk tolerance assessments and creating tailored investment strategies.
  4. Acquire practical skills in regulatory compliance, tax optimization, cross-border considerations, and estate planning, including knowledge of international tax treaties and jurisdictional requirements.
  5. Explore strategic giving, family foundations, measuring social impact, and aligning philanthropic activities with family values and legacy planning.
Programme Curriculum

Participants need to complete 6 modules  to obtain the Professional Certificate Programme in Family Business and Wealth Succession.

Modules:
Family Governance and Succession Planning (1 unit)
Cross-Border Tax and Legal Structuring (1 unit)
Developing Next-Generation Leaders (1 unit)
Investment Structuring for Families (1 unit)
Philanthropy and Impact Investing (1 unit)
Family Office Management and Operations (1 unit)
features

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Programme Details

Medium of Instruction

English and/or Chinese will be used as the medium for instruction

Mode of Study

Part Time

Programme Duration

6 – 36 months

Entry Requirement

Holders of a Bachelor’s degree from a reputable university or equivalent professional qualifications

Graduation Requirement

To be awarded Professional Certificate in Family Business and Wealth Succession, participants are required to have an overall attendance rate of 70% of each module and pass the assessments of each module with a letter grade not lower than Grade C

Note: The Programme reserves the right to cancel the module if the number of registered participants is insufficient or for other unanticipated reasons.
*A minimum of 16 people will be needed for the course to start.