Learn approaches for preserving family wealth and managing a modern family office. This two-day programme for family members, family office representatives and wealth managers explores the best strategies for preserving family wealth and managing a modern family office.
You will have a chance to explore the family governance mechanisms, intergenerational wealth transfer, managing complexities of international wealth mobility and succession planning. You will also learn about the operational settings and asset allocation, cost and risk management, tax advisory and philanthropy.
Conducted by a family office expert with many years of providing services for high net worth clients worldwide, this course focuses on the latest market trends and effective wealth preservation strategies.
Length 2 days
Price 1,850 GBP excl. VAT
Study Pace Full time