Family Office & Wealth Management 2016 London is a course that covers topics such as:
- Have an in-depth practical understanding of the structure of a family office and effective family office management approaches
- By the end of this course you will:
- Explore how to structure wealth and manage intergenerational wealth transfer
- Learn about family governance mechanisms
- Explore different services provided by family office and how to arrange them
- Manage family office from choosing an advisor, to cost and reputation management as well as asset allocation strategies
- Main Topics Covered include:
- Understand the latest changes in the wealth management sector
- Developing the family "mission and values"
- Structuring of family office and governance mechanisms
- Understanding change over the life cycle of family businesses and succession planning
- Dealing with complex family structures
- Intergenerational wealth transfer
- Mobility of wealth & the family business
- Selecting advisors and cost management
- Services provided by a family office
- Investments of passion
- Asset allocation mechanics and optimisation
- Performance measurement and reward systems
- Tax management and advisory
- Financial planning
- Wealth structuring and fiduciary services
- Reputation management
- Philanthropy
- Current challenges and the changing role of the family office
- Valuation of the family business
Family Office & Wealth Management 2016 London brings together:
- Wealth Managers
- Multi and Single Family Offices
- Client Relationship Managers
- Private Bankers
- Heads of Family Services
- Consultants
- Financial Planners
