FFI GEN Certificate

The First Specialized Program for Family Business Professionals in the Asia Pacific Region
In collaboration with the Family Firm Institute (FFI)
Professor Randel Carlock, INSEAD, and Ms. Carmen Bianchi, former FFI President, lead the 2010 workshop. Multi-disciplinary dialogues to expand understanding of family business issues.

Our program participants earn their certificate in the FFI Global Conference in Brussels in 2012.

Program Features

In collaboration with the Family Firm Institute (FFI) in the United States, the Center successfully organized the first Certificate program in Family Business Advising / Family Wealth Advising in Asia in 2010. The workshops were over-subscribed and highly competitive participants were enrolled. These included managing directors at private banks, management consultants, lawyers, accountants, investment professionals, and academics. The participants came from Hong Kong, Singapore, Shanghai, Thailand, Indonesia, South Korea, France, London, and Switzerland.

Who Should Enroll?

  • Professionals: Lawyers, accountants, family office directors, philanthropy managers, financial advisors, management consultants, and psychologists
  • Educators, including entrepreneurial/business professors, forum directors, and researchers
  • Family business owners and next generations

GEN202 Families of Wealth: A Multi-disciplinary Approach


Participants in this seminar will:

  • gain a firm understanding of the nature and complexities of families of wealth
  • identify and explore management structures used by families of wealth
  • appreciate the unique challenges and opportunities encountered by professionals working with families of wealth
  • acquire a set of multidisciplinary tools needed to work with families of wealth

Course Outline

Lesson 1:     About Families of Wealth
Lesson 2:     Understanding and Recognizing Management Structures used by Families of Wealth
Lesson 3:     Challenges and Opportunities for Professionals Working with Families of Wealth
Lesson 4:     Case Study

Admission and Graduation Requirements

The course is scheduled on Monday, 9 December 2013.  Completion of GEN202 is one of the steps to the Certificate in Family Wealth Advising. You are also required to complete 3 other online modules. The details are as below:

Course Requirements

  • GEN 101:     Family Enterprise (online by FFI)
  • GEN 102:     Self in Systems (online by FFI)
  • GEN 202:     Families of Wealth (by CUHK)
  • GEN 501:     Myths, Realities and Trends (online by FFI)
  • Attendance in the FFI Global Conference or CUHK's '50-50 Family Business Conference' on Tuesday, 10 December 2013.
  • Mentorship program (optional)

For more information about the certificate, please refer to FFI’s website:

Application and Fee

Standard Rate:     HK$12,000
Special Rate:       HK$9,500

The rate includes the course fee of GEN202 and a one-year FFI membership.  Special rate applies to early bird applicants (application by 22 November 2013), group applicants (3 or above nominees from a firm), FFI members, and CUHK-FBLN members. Participants will enjoy a complimentary admission to CUHK's '50-50 Family Business Conference'.

Application opens till Monday, 2 December 2013.



Phone (852) 3943-7180
Fax (852) 2994-4363

 Room 951, 9/F, Cheng Yu Tung Building, The Chinese University of Hong Kong 

Our Graduates
Congratulations to our graduates who received their certificates in the FFI Global Conference!  Our Center develops the first group of multi-disciplinary advisors in the Asia-Pacific region.  You may learn more about their experience with us here.
Year of Award
Director, Dew-Point International Ltd. (Hong Kong)
Edith ANG
Director, UBS (Hong Kong)
Kevin AU
Director, Center for Family Business, CUHK (Hong Kong)
Lenka BEINHOFF Managing Partner, Beinhoff & Co. Ltd. (Switzerland) CFWA, ACFWA 2013
Jeremy CHENG
Manager, Center for Family Business, CUHK (Hong Kong)
Fan CHOI Head of Wealth Planning, North Asia, Coutts & Co. (Hong Kong) CFBA & CFWA 2013
Kitty CHOU UBS (Hong Kong) CFBA & CFWA 2013
Paul CHUNG UBS (Hong Kong) CFBA & CFWA 2013
Florence HO Project Director, Center for Family Business, CUHK (Hong Kong) CFBA 2013
Elisa KANG Community Development, Family Business Network Asia (Singapore) CFWA 2013
Pauline KHOO
Director, Credit Suisse Trust Limited (Singapore)
Dennis KO Senior Consultant, Wonderful Gate Strategy Company (Hong Kong) CFBA 2013
Executive Director, Bangkok Fastening Co., Ltd. (Thailand)
Rania LABAKI Associate Professor, INSEEC-Bordeaux IV University (France) CFWA 2013
Eric LANDOLT Executive Director, UBS (Hong Kong) CFWA 2013
Shaun LIM Vice President, JPMorgan (Singapore) CFBA & CFWA 2013
Jeremy LU Managing Director, Family Business Quotient Legacy (Hong Kong) CFBA & CFWA 2012
Jessie SHEN Managing Director, Privaco Family Office Ltd. (Hong Kong) CFWA 2013
Yirhan SIM Corporate Planning Vice President, PT Medion Farma Jaya (Indonesia) CFBA, CFWA & ACFBA 2013

FFI Global Conferences

To encourage practice exchange and scholastic development, our Center works with program participants to present in the FFI Global Conferences: