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MDAI / WEALTH & FAMILY VALUE HUB

财富与家族价值Wealth & Family Value

从财富认知、风险管理、资产配置到家族治理与长期传承，建立更稳健的家庭财富管理能力。From wealth literacy and risk management to asset allocation, family governance and succession, build stronger long-term family wealth capabilities.

找到我的财富重点Find My Wealth Focus浏览财富项目Explore Wealth Programmes

01 / FIND YOUR FOCUS

你现在最想解决什么？What Would You Most Like to Address?

财富认知Wealth Literacy

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投资风险管理Investment Risk Management

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资产配置Asset Allocation

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家庭财富规划Family Wealth Planning

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家族治理Family Governance

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传承与长期价值Legacy & Long-Term Value

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02 / WEALTH & FAMILY VALUE FRAMEWORK

五大长期能力Five Long-Term Capabilities

01

财富认知Wealth Literacy

理解财富结构、现金流、资产与负债之间的关系。Understand wealth structure, cash flow, assets and liabilities.

02

风险管理Risk Management

识别流动性、杠杆、集中度与极端情景风险。Recognise liquidity, leverage, concentration and downside risks.

03

资产配置Asset Allocation

理解目标、期限、流动性与风险承受能力如何影响配置。Understand how goals, horizon, liquidity and risk capacity shape allocation.

04

家族治理Family Governance

建立家庭沟通、共同决策与责任边界。Build family communication, shared decisions and clear responsibilities.

05

传承与长期价值Legacy & Long-Term Value

连接家族使命、下一代教育与长期传承安排。Connect family purpose, next-generation education and succession planning.

03 / WEALTH MANAGEMENT PATH

从理解财富，到创造长期价值From Understanding Wealth to Long-Term Value

  1. 01

    理解财富Understand

  2. 02

    保护财富Protect

  3. 03

    配置财富Allocate

  4. 04

    治理家庭Govern

  5. 05

    规划传承Transfer

  6. 06

    创造长期价值Grow

04 / CURATED PROGRAMMES

精选财富项目Featured Wealth Programmes

只展示已确认的财富与家族价值项目。Only confirmed wealth and family-value programmes are shown.

Private Roundtable

特殊资产行业闭门交流会Special Assets Private Forum

适合谁For
专业人士与企业家Professionals and entrepreneurs
解决的问题Focus
理解特殊资产行业结构与风险边界Understand sector structure and risk boundaries
周期Duration
以项目安排为准See programme schedule

SGD 880

查看项目View Programme
Lecture

家族价值与传承讲座Family Value & Legacy Lecture

适合谁For
家庭决策者与下一代Family decision-makers and next generation
解决的问题Focus
建立家族沟通、治理与传承认知Build awareness of family communication, governance and legacy
周期Duration
以项目安排为准See programme schedule

SGD 198

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Executive / Advisory Programme

家族办公室顾问项目Family Office Advisory Program

适合谁For
家族企业主与高净值家庭Family business owners and HNW families
解决的问题Focus
理解财富结构、决策框架与家族治理Understand wealth structure, decision frameworks and governance
周期Duration
按项目确认Confirmed by programme

SGD 3,998

查看项目View Programme

05 / CHOOSE BY ROLE

按人群选择Choose by Perspective

06 / FROM WEALTH TO FAMILY VALUE

财富之外，更重要的是家庭与价值Beyond Wealth: Family and Shared Value

01

财富Wealth

资产 · 风险 · 投资

02

家族Family

沟通 · 治理 · 教育

03

价值Value

使命 · 传承 · 长期价值

07 / RISK FIRST

在追求收益之前，先理解风险。Understand Risk Before Pursuing Returns.

每项决策都应结合目标、期限、流动性与可承受的最坏情景。Every decision should consider goals, horizon, liquidity and an acceptable downside scenario.

  • 01Product Structure
  • 02Liquidity
  • 03Leverage
  • 04Concentration
  • 05Worst-Case Scenario

08 / FAMILY WEALTH DECISION FRAMEWORK

让重大决策有清晰顺序A Clear Sequence for Important Decisions

  1. 01Goal
  2. 02Cash Flow
  3. 03Safety
  4. 04Allocation
  5. 05Risk
  6. 06Governance
  7. 07Legacy

09 / HYBRID LEARNING

以适合的方式学习与讨论Learn and Discuss in the Right Format

01Online Course
02Live Masterclass
03Private Roundtable
04Offline Workshop
05Family Programme
06Advisory Programme

10 / FAMILY WEALTH ADVISORY

从财富教育到家族治理框架From Wealth Education to Family Governance

围绕财富教育、风险认知、家族沟通、治理与传承规划开展专业研修和框架讨论。Professional learning and framework discussions covering wealth education, risk awareness, family communication, governance and succession planning.

了解家族财富顾问项目Explore the Family Wealth Advisory Programme
  • Family Wealth Education
  • Family Governance
  • Wealth Structure Discussion
  • Risk Awareness
  • Succession Planning Education
  • Family Value Planning

11 / KNOWLEDGE CENTER

建立长期学习框架Build a Long-Term Learning Framework

Wealth BasicsRisk ManagementAsset AllocationFamily GovernanceSuccessionFamily OfficeLong-Term Investing

12 / WEALTH & FAMILY VALUE FLYWHEEL

让每次复盘支持长期价值Let Every Review Strengthen Long-Term Value

  1. 01认知Understand
  2. 02规划Plan
  3. 03保护Protect
  4. 04配置Allocate
  5. 05治理Govern
  6. 06传承Transfer
  7. 07复盘Review
  8. 08长期价值Long-Term Value

YOUR NEXT STEP

不知道家庭财富下一步应该优先做什么？Not Sure What Your Family Should Prioritise Next?

先从目标、资产结构、风险承受能力和家庭需求开始。Start with your goals, asset structure, risk capacity and family needs.

开始财富方向评估Start the Wealth Focus Guide浏览全部财富项目Browse Wealth Programmes

本页面内容仅供教育与一般信息用途，不构成投资、法律、税务或其他专业建议。任何投资均涉及风险，相关决策应结合个人情况并咨询具备资格的专业人士。This page is for education and general information only. It is not investment, legal, tax or other professional advice. All investments involve risk; consider your circumstances and consult qualified professionals.