Managing Family Office & Wealth - London

This practical family office training for family office representatives, family members and wealth managers explores the best strategies for setting up a family office, 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 experience in providing services for high net worth clients worldwide, this course focuses on the latest market trends and effective wealth preservation strategies.

• Structuring of family office and governance mechanisms
• Developing the family “mission and values”
• Dealing with complex family structures
• Understanding change over the life cycle of family businesses and succession planning
• Mobility of wealth & the family business
• Intergenerational wealth transfer
• Services provided by a family office
• Selecting advisors and cost management
• Asset allocation mechanics and optimisation
• Investments of passion
• Tax management and advisory
• Performance measurement and reward systems
• Wealth structuring and fiduciary services
• Financial planning
• Philanthropy
• Reputation management
• Valuation of the family business
• Current challenges and the changing role of the family office

For more information and course programme go to: https://www.eurekafinancial.com/courses/family-office-wealth-management-course/

or contact us on [email protected].

Bookings close by 25 Nov 2024

Host or Publisher Eureka Financial Ltd