Eureka Financial launches new edition of popular Family Office & Wealth Management Programme

Press Release: 27 Oct 2015, London

The world leader in business and finance professional training courses has announced the launch of the latest edition of its popular Family Office and Wealth Management programme.

Eureka Financial, a world leader in business and finance training courses, has launched the latest edition of its popular Family Office and Wealth Management programme. The team at the company states that this course attracts family members and family office representatives from around the world, giving them the opportunity to explore the best strategies for preserving family wealth and managing a modern family office. The new edition of training will run in London on the 3rd and the 4th of December 2015 as a 2 day practical programme.

Setting up a single-family office

This popular course is conducted by a family office expert with many years of practical international experience providing services for high net worth clients across the globe. Eureka Financial explains that the course will focus on the latest market trends and effective wealth preservation strategies, helping participants understand the latest changes in the wealth management sector. Attendees in this particular programme generally include heads and members of multi and single family offices, family members, wealth managers, private bankers, client relationship managers, financial planners and heads of business development.

Some of the main topics that will be covered during the course include: setting up and structuring of family office, family governance mechanisms, intergenerational wealth transfer, dealing with complex family structures, tax management and advisory, investments of passion, mobility of wealth and the family business, philanthropy and many, many more. Full details of course content can be obtained by visiting the Eureka Financial website or contacting the training provider’s customer support team. Those wishing to attend the training course can enjoy an Early Bird special price on enrolment until the 30th of October 2015, and can also obtain discounts for groups of 2 or more people.

“We are proud to announce the launch of the latest edition of our extremely popular Family Office and Wealth Management programme,” commented Aldona Puchalska, Director of Eureka Financial, “This particular course is always in high demand from our clients, with participants travelling to train with us from many parts of the world. Our previous editions attracted family representatives and family office professionals from Europe, Middle East, Africa, Asia and Latin America. We even had representatives of royal families from different parts of the world. We are also pleased to announce that those wishing to attend can currently benefit from a significant discount for early registration until the 30th of October.”

In addition to its training in the areas of family office and wealth management, Eureka Financial offers a range of public and in-company banking and finance courses. Other training programmes that are running in London in the period from October to December include Corporate Governance, Investment Performance Measurement, UCITS Funds, Equity Valuation, FATCA Compliance and many more. Those interested in obtaining full details of all the banking and finance courses that Eureka Financial runs can request a brochure by completing a simple form on the training provider’s website.

For more details of the programme go to Family Office and Wealth Management website or contact us on


Eureka Financial offers over 100 public and in-company training courses in banking and finance, asset management, corporate finance and M&A, compliance, risk management,  investments, wealth management, soft skills and more. For more details visit:

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