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Family Office & Wealth Management 2016 London
27-28 Jun 2016
London, United Kingdom
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Family Office & Wealth Management 2016 London
Key Topics
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
Who should Attend
Wealth Managers
Multi and Single Family Offices
Client Relationship Managers
Private Bankers
Heads of Family Services
Consultants
Financial Planners
Read more
Past Events
Family Office & Wealth Management 2016 London - 27-28 Jun 2016, London, United Kingdom
(57979)
Family Office & Wealth Management 2016 Dubai - 17-18 Apr 2016, Dubai, United Arab Emirates
(57978)
Family Office & Wealth Management London 2026
Important
Please, check "Family Office & Wealth Management London" official website for possible changes, before making any traveling arrangements
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Business:
Finance
Services:
Banking
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