This 2 day practical programme for family office representatives, family members and wealth managers explores the best strategies for preserving family wealth and managing a modern family office.
You will have a chance to explore the family governance mechanisms, intergenerational wealth transfer, managing complexities of international wealth mobility and succession planning. You will also learn about the operational settings and asset allocation, cost and risk management, tax advisory and philanthropy.
Conducted by a family office expert with many years of providing services for high net worth clients worldwide, this course focuses on the latest market trends and effective wealth preservation strategies.
By the end of this course you will:
- Have an in-depth practical understanding of the structure of a family office and effective family office management approaches
- Learn about family governance mechanisms
- Explore how to structure wealth and manage intergenerational wealth transfer
- Manage family office from choosing an advisor, to cost and reputation management as well as asset allocation strategies
- Explore different services provided by family office and how to arrange them
- Understand the latest changes in the wealth management sector
For more information and course programme go to:
http://www.eurekafinancial.com/courses/family-office-and-wealth-management-course.html or contact us on firstname.lastname@example.org, +44 (0) 207 993 8597.