Category: Training Dubai
Three main trends for family members and wealth management
The Wealth Adviser reports 3 main trends emerging at Alliance Partner Summit in Florida. The tax changes in the past 2 years mean that there is an enormous shift of wealth to the younger generation, which puts some pressure on them. That creates an increased need for educating family members as well as family […]
Why Managing Operational Risk is so important?
By Stanley Epstein One of the most misunderstood terms, especially when one relates it to banking, is that little word “risk”. Banks, like any other firms or even individuals are exposed to many different forms of risk. This short article will explain what risk is and some of the different types of risk that banks […]
Family Office – Distribution or growth?
By Bill Humphreys, Eureka Financial Ltd In many cases the very purpose of a family office is to provide a mechanism to transfer wealth efficiently across generations and to create a sustainable and enduring legacy. Against this back drop the basic question of whether the family office should focus on “distribution” or “growth” of a […]
RSM Dahman, accounting and auditing firm based in the UAE and a part of RSM International, announced a strategic partnership agreement with Eureka Financial Ltd, a leading wealth management and financial training organisation from the UK to educate and help family business owners across the UAE and the region with Managing the Family Office and […]