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This practical 2 day training run by a wealth manager is designed for family office and wealth management professionals.

This practical 2 day training run by a wealth manager is designed for family office and wealth management professionals. The course is examining the changing role of family office and prepares for new challenges. By the end of this course you will be able to:

• Have an in-depth practical understanding of the role and functions of a family office
• Manage family office from choosing an advisor, to cost,  risk and cash flow management
• Define investment strategy
• Structure wealth and manage intergenerational wealth transfer
• Advise on philanthropy
• Understand the latest changes in the wealth management sector

You may be also interested in our Wealth Management School Monaco 2009, 19-21 Oct, Monaco
Or Wealth & Portfolio Management Workshop 1-3 December, London

To find our more or reserve a place contact us: enquiry@eurekafinancial.com or +44 207 193 5035

 

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