Family Capital Design: Investment Structuring for Families

Effective investment structuring transforms wealth management into a legacy-defining strategy. By tailoring robust frameworks to a family’s unique risk profile and timeline, this process leverages sophisticated vehicles like trusts, holding companies, and family limited partnerships to maximize tax efficiency, operational flexibility, and seamless succession planning. However, many Ultra-High-Net-Worth Individuals (UHNWIs) still struggle to balance complex market realities with personal risk management. This course bridges that gap—merging technical financial expertise with institutional asset allocation to help you design bespoke, values-driven strategies that foster sustained growth and safeguard wealth across generations.

Learning Outcomes

By the end of this course, participants would be able to:

• Translate core portfolio concepts into actionable, real-world investment decisions.

• Develop a deep, comprehensive understanding of private equity, real estate, and other alternative asset classes.

• Equip yourself with the advanced methodologies and tools needed to accurately evaluate a family’s true risk tolerance.

• Build the specialized skill set required to architect fully customized investment strategies.

• Learn industry best practices and analyze real-world case studies on structuring wealth seamlessly for families.

Programme Curriculum

 1.  Asset allocation strategies. 

• Strategic vs. tactical asset allocation (SAA vs. TAA)
• Risk/return drivers: duration, equity factor exposures, liquidity, and concentration

   2.   Traditional investments (equities, fixed income). 

• Equities: active vs. passive, factor tilts (value/growth/momentum/quality), and diversification
  Fixed income: duration/curve risk, credit risk basics, and spread/quality management

3.  Investment manager selection and performance evaluation. 

• Manager due diligence checklist (process, people, risk controls, fees, alignment)
• Evaluation frameworks: benchmarks, style consistency, and tracking error awareness
• Performance measurement: time-weighted vs. money-weighted returns, net-of-fees focus
• Alpha vs. luck: basic statistical intuition, persistence, and limitations of attribution

4.  Structuring an investment committee for decision-making. 

• Committee roles and responsibilities (trustees, CIO/advisers, staff, external participants)
  Defining decision rights (what gets decided, by whom, and when)

5.  Global custody and integrated investment reporting. 

• Custody architecture: global custodian, sub-custodians, settlements, and corporate actions
• Reference data and reconciliation: ensuring holdings/transactions match across systems

6.  Foreign exchange management and hedging strategies.

• FX exposure mapping: transaction vs. translation exposure, and where it shows up in reporting
• Hedging instruments: forwards, swaps, options (pros/cons at a high level)
• Hedging objectives: risk reduction vs. volatility management vs. budget/cash-flow alignment

Key Benefits

• Certificate of Attendance will be awarded to participants upon completion of the programme
• Consultation session at special rate is available upon request

Who Should Attend

Attendees will include but are not limited to:

• Family Office Professionals
• Next-Generation Wealth Owners
• Corporate & Banking Executives
• Investment & Capital Markets Specialists

Certificate Of Attendance

Certificate of Attendance will be awarded to participant upon completion of the programme.

Programme Dates: 24 -25 August 2026

Application Deadline: 14 August 2026

Medium of Instruction: English

Duration: 2 days 

Venue: CUHK Shatin Campus

Programme Fee: HK$16,800

• Early Bird offer: $15,120 (Apply by 31 July 2026)

• “Learn together” offer: HK$15,120 (enroll in the same programme with friends)

Remarks: Two applicants must enroll together at the same time in the same programme. Therefore, this offer does not apply when enrollment of two participants at different times or for different programmes.

• Alumni rate: CUHK/CUSCS/APIB Alumni can enjoy a 15% discount on the programme fee