Sign up for free newsletter

 

Family Office Training

Training: Training : Family Office Training

Thu, 18/03/2010   for 2 days
Conducted by: Eureka Financial
Duration: 2 days
Alternative dates: No

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


events
12 hours 59 min from now - California
4 days 12 hours from now - Luxembourg
2 weeks 2 days from now - New York
listingsdirectory
Eden Rock Capital Management
Wed, 15/06/2016 - 17:30
UBS Global Asset Management
Fri, 06/05/2016 - 14:19
RFA (Richard Fleischman & Associates)
Tue, 05/04/2016 - 14:25
specialreports
other gfm publications