Family Office Workshop - London

Thu, 18/03/2010 (All day)

Conducted by:

Eureka Financial

Url:

Contact:

Sam Baker

This intensive 2 day training run by a former senior private banker and family office advisor will tell you everything about managing a modern family office. From operational setting, choosing investment strategy and asset allocation, to cost and risk management, tax advisory and philanthropy - you will explore the latest wealth management strategies.
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
Main Topics Covered During This Training
• The history and future of family office
• Functions and structures of a family office
• Single vs multi-family office approach
• Setting the operational structure
• Family governance and goals
• Investment strategy and asset allocation
• Cost budgeting and cash flow management
• Wealth structuring and fiduciary services
• Tax management and advisory
• Philanthropy
• Family governance
• Current challenges and the changing role of the family office