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Successful Strategies for Managing Family Wealth

Training: Training : Successful Strategies for Managing Family Wealth

Thu, 30/09/2010 - 08:00 for 2 days
Conducted by: Eureka Financial
Duration: 2 days
Alternative dates: Alternative dates available?

 This intensive 2 day training run by a family office advisor with many years of experience from the sector covers in-depth different aspects of managing family wealth and running 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 tax and philanthropy

Understand the latest changes in the wealth management sector


This practical course designed mainly for family members and family office and wealth professionals will give you an insight into the best practices for wealth management and preservation.


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


Current challenges and the changing role of the family office



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