Family Office Workshop

For the current edition of the public course in London click here - 14 - 15 March 2012 London

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.


Family Office Training - 2 Day Course London

Introduction

  • What is a Family Office?
  • Who needs a Family Office?
  • Past, Present & Future of the Family Office
  • Functions & Structure(s) of a Family Office

Managing the Family Office

  • The “build” or “buy” decision
  • Cost/benefit analysis of setting up a Family Office
  • Overview of different operating models
  • Should a Family Office operate at a loss, profit or break-even?
  • Role of family members vs professionals in a Family Office
  • Single or Multi- Family Office approach
  • Operational infrastructure of a Family Office  

Family Governance & Goals

  • Defining the family’s values & objectives
  • Identifying the skills & resources of the family members
  • Wealth ‘builders’ & wealth ‘consumers’
  • Goal setting & managing expectations
  • Future-proofing the family’s needs & goals
  • Conflict resolution within a family
  • Wealth Transfer & Succession planning
  • Training for managing wealth

Typical Functions of a Family Office

  • Investment strategy & asset allocation
  • Choosing & coordinating advisor networks
  • Consolidating, reporting & monitoring the investment process  
  • Risk management – wealth preservation & protection
  • Cash flow management & budgeting
  • Financial planning & advisory  
  • Philanthropy
  • Funding & managing new family businesses
  • Wealth structuring & fiduciary services
  • Tax management & advisory  
  • Residence & citizenship planning
  • Asset protection
  • Legal support
  • Reputation management

Trends in the Family Office sector

  • Disintermediation of traditional private banks
  • Family Offices as institutional investors
  • The global high net worth family
  • Outsourcing of service providers
  • Family Office networks


For the current edition of the public course in London click here

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

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