AFO Functional Committee
功能性委員會
Name of Committee
會員委員會名稱
Core Professional Functions
核心專業功能
1. Asset Allocation Committee
資產配置 委員會
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Strategic Allocation Blueprinting: Develop top-level allocation strategies across asset classes based on family objectives and risk tolerance.
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制定戰略配置藍圖：基於家族目標與風險承受度，規劃跨資產類別的頂層配置策略。
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Dynamic Tactical Adjustment & Optimization: Monitor markets and execute tactical shifts and rebalancing to manage risk and capture opportunities.
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執行動態調整與優化：監測市場並靈活進行戰術調整與再平衡，以 管理風險並捕捉機遇。
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Professional Alternative Asset Allocation: Curate investments in private equity, real estate, and other alternatives to enhance long-term returns and portfolio resilience.
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專業配置另類資產：精選私募股權、不動產等另類投資，以提升長
期回報與組合韌性。
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Integration with Succession & Governance Structures: Align allocation strategies with legacy tools such as trusts and insurance to ensure perpetual wealth and intentional execution.
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整合傳承與治理架構：將配置策略與信托、保險等傳承工具結合， 確保財富永續與意圖執行。
2. Family Governance Committee
家族治理 委員會
Core Professional Functions
核心專業功能
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Governance Framework Design: Establishing institutional frameworks including family constitutions, decision-making processes, and succession plans.
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治理架構設計：建立家族憲章、決策流程與繼任規劃等制度性框 架。
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Inter-generational Succession Planning: Developing systematic succession solutions integrating wealth, values, and leadership transition.
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跨代傳承規劃：整合財富、價值觀與領導力的系統性傳承方案。
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Relationship & Communication Management: Constructing harmonious family communication mechanisms and conflict resolution frameworks.
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關係與溝通管理：構建和諧的家族溝通機制與衝突解決框架。
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Sustainable Development Integration: Planning long-term development of family philanthropy, social impact, and legacy branding.
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永續發展整合：規劃家族慈善、社會影響力與品牌遺產的長期發展。
AFO Functional Committee
功能性委員會
3. Development & Events Strategy Committee
發展與活動策略委員會
Core Professional Functions
核心專業功能
1. Professional Event Planning & Execution
· Plan and organize association forums, workshops, and training programs
. Design high-level exchange platforms including closed-door roundtables and executive dialogues.
· Oversee end-to-end event execution and quality control
1. 專業活動策劃與執行
· 策劃協會專業論壇、工作坊及培訓活動
· 設計閉門圓桌會議、高管對話等高端交流場景
· 統籌活動執行流程與品質管控
2. Industry Exchange Platform Development
· Establish cross-institutional and interdisciplinary networking mechanisms.
· Curate thematic industry study tours and international visits.
· Facilitate substantive collaboration and resource alignment among members.
2. 行業交流平台建構
· 建立跨機構、跨領域專業人士交流機制
· 策劃主題性行業考察與國際參訪活動
· 促進會員間實質合作與資源對接
3. Knowledge Content Development
· Integrate industry trend research and insights into event programming
· Develop event case libraries and best practice guidelines
3. 知識內容開發
· 結合活動策劃行業趨勢研究與洞察報
· 建立活動案例庫與最佳實踐指南
4. Member Needs & Performance Management
· Systematically research member requirements and implement quantitative evaluation metrics (participation rates, partnership conversion, etc.)
· Optimize event design and resource allocation through data-driven insights
4. 會員需求與成效管理
· 系統調研會員活動需求，建立量化評估體系追蹤參與度、合作促成率等關鍵指標
· 以數據驅動持續優化活動設計與資源配置
5. International Network & Brand Expansion
· Proactively engage global organizations to co-create cross-border events, enhancing brand visibility through content re-purposing and strategic dissemination
· Develop long-term partnerships to expand resources and influence
5. 國際網絡與品牌拓展
· 主動對接國際組織策劃跨境活動，透過內容再製提升品牌能見度
· 開發戰略合作夥伴，拓展資源與影響半徑
6. Innovative Models & Technology Integration
· Design hybrid event experiences combining physical and digital engagement.
· Implement dedicated matchmaking systems and interactive technologies
· Integrate ESG principles into event planning for sustainable practices.
6. 創新模式與科技整合
· 設計混合式活動體驗，應用專屬配對系統與互動科技提升交流效率
· 將ESG原則融入會議規劃，推動永續活動實踐
策略及執行，涵蓋發展規劃完整方案，具備行業趨勢轉化能力、跨境活動經驗、數位工具應用經驗、多元資源整合能力, 戰略價值與可持續性。
AFO Functional Committee
功能性委員會
4. 專業認證教育培訓與課程發展委員會Professional Certified Education Training & development Committee
Core Professional Functions
核心專業功能
1. 課程體系戰略規劃
· 制定協會專業培訓課程發展路線圖，對接行業能力需求
· 設計分級課程架構（基礎→進階→專家級認證）
· 建立課程質量標準與評估框架
1. Strategic Curriculum System Planning
· Develop the association's professional training curriculum roadmap, aligned with industry competency needs.
· Design tiered course structures (Foundation → Advanced → Expert-Level Certification).
· Establish curriculum quality standards and evaluation frameworks.
2. 課程開發與內容設計
· 組織專家開發核心課程模塊與教材
· 設計案例教學、模擬實訓等互動教學模式
· 開發線上學習平台與混合式教學方案
2. Course Development & Content Design
· Organize subject matter experts to develop core course modules and teaching materials.
· Design interactive instructional models such as case-based teaching and simulation training.
· Develop online learning platforms and blended learning solutions
三、培訓執行與師資管理
· 統籌培訓活動的組織、招生與運營
· 建立並維護協會認證講師資料庫
· 實施教學質量監控與持續改進機制
3. Training Execution & Faculty Management
· Coordinate the organization, enrollment, and operation of training programs.
· Establish and maintain the association's certified instructor database.
· Implement teaching quality monitoring and continuous improvement mechanisms.
四、認證體系與成果評估
· 設計專業能力認證標準與考核流程
· 追蹤學員職業發展與學習成果轉化
· 建立持續進修教育學分（CPD/CPT)管理系統課程
4. Certification System & Outcome Evaluation
· Design professional competency certification standards and assessment procedures.
· Track participants' career development and learning outcome application.
· Establish Continuing Professional Development (CPD)/Continuing Professional Training (CPT) courses.
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Join the AFO Functional Committee as a Member or Fellow. Participate in elite governance dialogue, share premium resources, collaborate on standard-setting, and collectively redefine the future of the profession.
歡迎加入AFO功能性委員會，以委員或會員身份參與高端治理對話，共享資源、共建標準、共塑行業未來。
We Cordially invite qualified professionals to join our Functional Committees. Please submit your CV and professional summary. Selected candidates will be contacted for a meeting to align your expertise with a suitable committee role.
誠邀業界專家加入AFO功能性委員會。請提交您的履歷與專業摘要，我們將進行初步評審，並盡快安排會議，商討您於委員會中最契合的角色與貢獻。