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