VALENSAGE GLOBALVALENSAGE GLOBAL
Family Office Advisory Program 家族办公室顾问项目 从财富工具认知,到建立家庭自己的决策与治理体系Family Office Advisory Program From wealth-tool awareness to building your family's own decision & governance system
- Executive / Advisory Program · 企业家 · 高净值家庭 · 投资人 · 家族传承规划者Executive / Advisory Program · Entrepreneurs · HNW Families · Investors · Legacy Planners
Program OverviewProgram Overview
项目概览Program Overview
本项目以教育、专业研修与行业交流为目的,帮助参与者理解财富与家族资产的基本结构、专业机构服务机制、决策框架与家族治理逻辑,并形成适合自身情况的长期行动框架。 项目现场不以推销金融产品为目的。This program is educational and professional in nature — helping participants understand the structure of wealth and family assets, professional institution mechanisms, decision frameworks and family governance, and form a long-term action framework.
Program CoreProgram Core
项目核心价值Program Core Value
01 读懂结构 · 守护家族价值01 Understand Structure · Protect Family Value
金融机构服务机制 — 理解银行、财富管理及相关专业机构常见服务模式。 财富架构解析 — 理解家庭资产、企业资产、投资资产的层次关系。 Term Sheet — 建立阅读关键商业及金融条款的基本意识。 风险识别与决策框架 — 理解重大财富决策的风险维度。Institution mechanisms · Wealth architecture · Term Sheet literacy · Risk & decision frameworks
02 建立体系 · 面向长期传承02 Build a System · For Long-term Legacy
家族治理架构 — 角色、责任与长期决策机制。 投资决策机制 — 更清晰的重大投资与配置决策流程。 全球专业资源 — 法律、税务、金融、企业、家族治理协同。 90天行动框架 — 认知整理为可执行行动。Family governance · Investment decision process · Global resources · 90-day action framework
Program ExperienceProgram Experience
项目形式Program Experience
闭门研讨Closed-Door Discussion
围绕企业家与家庭常见的资产、治理与传承问题进行专业讨论。Professional discussion on asset, governance & legacy topics.
案例研讨Case Study
通过案例理解不同结构、决策与风险问题。Understand structures, decisions and risks through cases.
专家交流Expert Exchange
与相关专业人士进行主题交流(仅展示真实确认的专家)。Thematic exchange with confirmed professionals.
资源连接Resource Connection
根据项目安排连接相关专业领域与行业资源。Connect to relevant professional fields and resources.
Who Should AttendWho Should Attend
适合谁参加Who Should Attend
企业家Entrepreneurs
希望建立企业资产与家庭资产之间更清晰的长期规划框架。Build a clearer long-term framework between business & family assets.
高净值家庭HNW Families
希望进一步理解财富结构、风险、治理与传承。Understand wealth structure, risk, governance & legacy.
投资人Investors
希望加强对复杂资产、专业机构服务及决策机制的理解。Strengthen understanding of complex assets & decision mechanisms.
家族传承规划者Legacy Planners
希望开始建立更系统的家族治理与长期价值框架。Begin building a systematic family governance framework.
Program FeeProgram Fee
项目费用 · SGD 3,998Program Fee · SGD 3,998
✔ 专业研修 Professional Program ✔ 闭门研讨 Closed-Door Discussion ✔ 案例研讨 Case Study ✔ 专家交流 Expert Exchange ✔ 项目资料 Program Materials ✔ 资源连接 Resource Connection ✔ 后续会员权益 Follow-up Membership Benefits (具体以正式项目条款为准)✔ Professional Program ✔ Closed-Door Discussion ✔ Case Study ✔ Expert Exchange ✔ Program Materials ✔ Resource Connection ✔ Follow-up Membership Benefits (Subject to official terms)
Beyond The ProgramBeyond The Program
项目结束后,持续连接Continuing Connection After the Program
项目结束并不意味着服务关系结束。根据真实会员权益,可继续获得:专业主题分享、后续线上活动、案例更新、会员活动优先参与、行业交流、VALENSAGE / MDAI 相关活动信息、专业资源连接机会。 会员权益具体内容、期限及使用条件以正式项目条款为准。The relationship continues after the program. Depending on actual membership benefits: themed sharing, online events, case updates, priority member events, industry exchange, VALENSAGE/MDAI event info and resource connections. Specific benefits, duration & terms subject to official program terms.
Important NoticeImportant Notice
合规说明Compliance Notice
本项目以教育、专业研修与行业交流为目的,不构成针对任何个人的投资、法律、税务或其他受监管专业建议。项目现场不以推销金融产品为目的。This program is for educational and professional exchange purposes and does not constitute investment, legal, tax or other regulated professional advice to any individual. It does not aim to sell financial products.
Program by VALENSAGE GLOBALProgram by VALENSAGE GLOBAL
Registration & Program Services via MDAIRegistration & Program Services via MDAI
本项目为 VALENSAGE GLOBAL 品牌项目,通过 MDAI 完成项目展示、在线报名、支付、订单与后续交付。This is a VALENSAGE GLOBAL brand program. Display, enrollment, payment, orders and delivery are completed via MDAI.
立即报名 · SGD 3,998Enroll Now · SGD 3,998
选择项目 → 报名 → 支付 → 确认Select → Enroll → Pay → Confirm