Family Office Training


Conducted by : Eureka Financial
Duration : 2 days
Alternative Dates : no
Cost : see site

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A practical 2 day course run by a former senior private banker on Successful Strategies for Managing Modern Family Office

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.

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
  • Current challenges and the changing role of the family office

For more information or to register contact us on:
enquiry@eurekafinancial.com
+44 207 193 5035
www.eurekafinancial.com

Upcoming training

Tue, 14/10/2014 (All day) - London