Family Offfice & Wealth Management: 2 Day Course - ResearchAndMarkets.com

July 12, 2018

DUBLIN--(BUSINESS WIRE)--Jul 12, 2018--The “Family Offfice and Wealth Management Course” training has been added to ResearchAndMarkets.com’s offering.

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

Key Topics Covered

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 about this training visit https://www.researchandmarkets.com/research/rc32wb/family_offfice?w=4

Did you know that we also offer Custom Research? Visit our Custom Research page to learn more and schedule a meeting with our Custom Research Manager.

View source version on businesswire.com:https://www.businesswire.com/news/home/20180712005802/en/

CONTACT: ResearchAndMarkets.com

Laura Wood, Senior Manager


For E.S.T. Office Hours Call 1-917-300-0470

For U.S./CAN Toll Free Call 1-800-526-8630

For GMT Office Hours Call +353-1-416-8900

Related Topics:Wealth Management



SOURCE: Research and Markets

Copyright Business Wire 2018.

PUB: 07/12/2018 02:50 PM/DISC: 07/12/2018 02:51 PM


Update hourly