Managing Family Office Course

 Location: London (Central)

Successful Strategies for Managing Modern Family Office and Wealth Management for HNWIs

This 2 day practical programme for family office representatives and wealth managers explores the best strategies for preserving family wealth and managing a modern family office. From operational setting, choosing investment strategy and asset allocation, to cost and risk management, tax advisory and philanthropy - you will have a chance to explore the latest wealth management strategies.

By the end of this course you will be able to:

• Have an in-depth practical understanding of the role and functions of a family office
• Manage family office from choosing an advisor, to cost,  risk and cash flow management
• Define investment strategy
• Structure wealth and manage intergenerational wealth transfer
• Advise on philanthropy
• Understand the latest changes in the wealth management sector

Main Topics Covered include: 

• Evolution of the family office
• Current challenges and the changing role of the family office
• Setting up and managing family office
• Selecting advisors
• Cost management
• Family governance
• Services provided by a family office
• Investment strategy
• Tax management and advisory
• Wealth structuring and fiduciary services
• Financial planning
• Asset allocation 
• Philanthropy
• Reputation management

The course is designed for family office professionals and wealth managers and will give you an insight into the best practices for wealth management and wealth preservation.

Description

Notwithstanding the economic slowdown the growth of Family Offices continues at an impressive pace. Globally, it is thought that there are 11,000 family offices in existence and it is expected that this number will continue to grow as the needs of wealthy families become more complex.

As successful families become more international in their outlook so their needs become more complex and they seek cross border planning solutions that may require the use of service providers with global expertise or a network of advisors from different disciplines and across different geographic locations where the extended family may have business interests, family members or financial assets situated.

This practical 2 day course explores the latest trends in the family office sector.

Who Should Attend

Heads and Members of:

• Muliti and Single Family Offices 
• Wealth Managers
• Private Bankers
• Client Relationship Managers
• Consultants
• Heads of Family Services
• Head of Business Development
• Financial Planners

Teaching Method

This is a highly practical course with many real life case studies and exercises. Tutor will be focused on teaching practical strategies that can be taken back to your business and put into immediate effect.

Course categories:Asset Management Courses, Private Banking / Wealth Management, Asset Management Inhouse, Private Banking / Wealth Management Inhouse

COVERED TOPICS

Please fill the form for the full agenda

REGISTRATION & PRICING INFORMATION

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The registration is closed

Price: 1,950.00 GBP
Location: London (Central)
Event date: 14.03.2012 - 15.03.2012
Event duration: 2 Days
Event time:

ADDITIONAL DATES

CONTACT US

Email: info@financialveritas.com

Phone: +44 208 133 5917