Sign up for free newsletter

 

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
Apply now Visit site

 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

 


MediaWatch WA awards 2015

See interviews and presentation at the Wealth Adviser 2015 awards ceremony, held at Sketch, Mayfair on the 15th May .... »

features
Special report
State Street Global Advisors – Volatility and the benefits of downside protection strategies

State Street Global Advisors has unveiled the results of an in-depth survey of 420 senior executives within global private and public pension plans, endowments, foundations and sovereign wealth funds, summarised in this keynote Hedgeweek Special Report... »

Special report
Hedge Fund Technology 2015

Hedge Fund Technology 2015

Tue, 19/05/2015 - 11:00

This keynote Hedgeweek Special Report surveys the key technology products and software solutions available to hedge funds,, and drills down into each one through interviews and analysis to summarise their benefits to COOs, CTOs and CFOs at hedge funds... »

Article
Survey

Voting for the 5th edition of the Hedgeweek USA Awards, which recognise excellence among hedge fund managers and service providers around the world, is now open. ... »

Article
Locked door

Cybersecurity issues have existed as long as the internet. What seems to have changed in the last 18 months is not only that the nature of the breaches has become more sophisticated, but also the fact that hedge funds have become a much bigger target.  ... »

Special report
Commodities 2015: The outlook for investors

Investing in commodities can yield handsome returns, but investors need to focus sharply on timing and diversify their portfolios away from traditional safe havens and into sectors such as agriculturals and products such as ETFs. As one expert reveals in this special report, "Gold is not the only yellow commodity one should have in their portfolio"... »

latestjobs
CCAR Quant Analyst

Tue, 02 Jun 2015 00:00:00 GMT

Senior Manager - Professional Services

Tue, 02 Jun 2015 00:00:00 GMT

Chief Risk Officer - Global Macro - London

Tue, 02 Jun 2015 00:00:00 GMT

events
5 days from now - New York
5 days from now - Chicago
6 days from now - Chicago
1 week from now - Geneva
specialreports