Course Description

Check our current edition of Managing Family Office & Wealth course in London in October 2012 

This 2 day practical programme for family members and family office representatives run by an experienced family office advisor 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 tax and philanthropy
• Understand the latest changes in the wealth management sector

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

What Will You Learn

Main Topics Covered During This Training

•  The history and future of family office
• Functions and structures of a family office
• Single vs  multi-family office approach
• Setting the operational structure
• Family governance and goals
• Investment strategy and asset allocation
• Cost budgeting and cash flow management
• Wealth structuring and fiduciary services
• Tax management and advisory
• Philanthropy
• Current challenges and the changing role of the family office

Who Should Attend

Heads and Members of:

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