Managing Family Office

14 - 15 March 2012 London, Mayfair

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

Last chance for our Early Bird Promotion. Register today and save £180!

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.


Managing Family Office - A 2 Day Programme

Introduction

  • What is a Family Office?
  • Evolution of the Family Office concept
  • History and origins
  • Typical objectives and structures
  • Overview of different operating models
  • Current issues and challenges
  • The future  - the changing role of the family office
 
Managing the Family office
 
  • The “make” or “buy” decision
  • Considerations when establishing a Family Office
  • Multiple family office vs private bank
  • Selecting advisors
  • Managing advisor networks – coordination and collaboration
  • The role of technology
  • Cost management
  • Risk management – wealth preservation and protection
  • Asset protection
 
Family Governance and dynamics
 
  • Goal setting and managing expectations
  • Changing and evolving needs
  • Succession planning
  • Education
  • Cultural issues
 
An overview of the services of a Family Office
 
  • Investment strategy and asset allocation
  • Implementation and monitoring the portfolio management process 
  • Access to alternative assets – special considerations for Family Offices
  • Tax management and advisory 
  • Cash flow management and budgeting 
  • Wealth structuring and fiduciary services
  • Multigenerational wealth transfer and succession planning 
  • Financial planning and advisory 
  • Philanthropy
  • Family Dispute Resolution
  • Residence and citizenship planning
  • Managing the Family Businesses
  • Legal support
  • Reputation management

Asset Allocation Strategies

 
Trends in the Family Office industry
 
  • Developing new sources of knowledge
  • The “globalization” of the high net worth family
  • “Specialization” with multiple providers or “one-stop shop”
  • Networking groups

Bill Humphreys

Bill began his private banking career  with Royal Bank of Canada where he spent 15 years in a wide variety of senior roles covering almost all aspects of the private banking business both onshore (London) and offshore (Bermuda). During this time he led successful asset management, trust and banking operations, focusing on the needs of international high net worth and ultra high net worth private clients.

He was also a member of the Global Private Banking Management team and managed many aspects of the integration of a substantial international private banking acquisition.
 
Bill has also worked with Swiss private banks where he was responsible for developing the international private client market in the UK. Throughout this period, he also maintained a portfolio of high net worth international private client relationships. 
 
Bill has broad general wealth management experience but his particular area of expertise is in developing financial planning solutions for international high net worth private clients and their businesses that have complex cross border planning issues. In this capacity he has marketed private banking solutions to other centres of influence including private client and tax lawyers, accountants, independent financial advisers and brokers.

14 - 15 March 2012 London, Mayfair

Early Bird discount until 15 of Feb £1795 + VAT. Save £180!

Regulat price £1950 + VAT 

  • 5% discount for a booking of 2 and 10% for a booking of 3 people. Delegates have to be from the same company and register at the same time in order to claim the discount.
  • Only up to 2 discounts can be claimed at any given time. 

______________________________________________________________

In-Company Training 

If you have a team of 4 or more this course can be customised and organised in-house at your convenience. Contact one of our advisors to find out more.

                  Call us now on +44 (0) 207 993 8597 

or send an e-mail to enquiry@eurekafinancial.com

home    |    courses    |    trainers    |    clients    |    about    |    contact
Copyright 2012 © Eureka Financial Ltd. Registered in England & Wales, Company No. 06503410 - all rights reserved. Site by Seagull Systems