Trends in family offices and wealth management

Notwithstanding the economic slowdown the growth of Family Offices continues at an impressive pace. Globally, it is thought that there are 11,000 family offices in existence and it is expected that this number will continue to grow as the needs of wealthy families become more complex.

As successful families become more international in their outlook so their needs become more complex and they seek cross border planning solutions that may require the use of service providers with global expertise or a network of advisors from different disciplines and across different geographic locations where the extended family may have business interests, family members or financial assets situated.

If you want to learn more about setting up and managing a family office, as well as about indutry trends join our 2 day training course on 7-8 of March in London.

The programme is designed for family office representatives and wealth managers and 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 setting and asset allocation, cost and risk management, tax advisory and philanthropy.

Run by an expert in family office and services for high net worth clients this course focuses on the latest  market trends and effective wealth preservation strategies.

To find out more visit: Eureka Financial – Managing Family Office and Wealth 

 

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