Successful Strategies for Managing Family Wealth

Training : Successful Strategies for Managing Family Wealth

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

 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

Philanthropy

Current challenges and the changing role of the family office

 


features
Special report
Cayman Islands Hedge Fund Services 2014

Cayman Islands Hedge Fund Services 2014

Fri, 19/12/2014 - 10:24

With service providers reporting growth in hybrid funds, funds for single investors and bespoke managed accounts, this report examines the regulations and new services being developed in Cayman to tackle the fast-changing offshore funds market... »

Article
Survey

Hedgeweek Global Awards 2015

Fri, 19/12/2014 - 09:11

Voting for the 6th edition of the Hedgeweek Global Awards is now open. The Awards will be presented at a lunch ceremony to be held in London. ... »

Special report
Hedge fund managed accounts 2014

Hedge fund managed accounts 2014

Tue, 09/12/2014 - 09:58

Read how managed accounts platforms are now catering to a wide spectrum of investor needs, from straightforward commingled funds to sophisticated infrastructure solutions for the largest institutional investors. And the rise of liquid alternatives means that onshore funds - UCITS, AIFs and '40 Act funds - are becoming just as popular as offshore funds... »

Article
Stack of US dollar bills

Global assets under management* of the private real estate industry have reached USD742bn, an all-time high for the industry, and up from USD697bn as of the end of 2013. Preqin’s Andrew Moylan takes a look at the latest stats on the industry. ... »

Article
S&P Capital IQ Special Report

In this report S&P Capital IQ examines how credit events can impact on the price of equities. The results are compelling. The report looks at the relationship between credit indicators and equity back-tested returns. ​ ... »

latestjobs
SVP Model Validation

Sat, 27 Dec 2014 00:00:00 GMT

Quantitative Research | Equity | New York

Sat, 27 Dec 2014 00:00:00 GMT

Quantitative Analyst - CVA, IR, and Credit Model Validation - US Investment Bank

Thu, 25 Dec 2014 00:00:00 GMT

events
2 weeks 2 days from now - New Orleans
3 weeks 4 days from now - Boston
3 weeks 4 days from now - New York
4 weeks 1 day from now - New York
specialreports