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

 


features
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"... »

Article
Spotlight

In an extract from the Preqin Special Report: Asia-Pacific Hedge Funds, we provide an overview of the industry in Asia-Pacific, covering assets under management as well as key locations, strategies, fund structures and more.  ... »

Article
up arrow

Assets under management for sovereign wealth funds globally reach USD6.31tn as of March 2015, increasing by more than USD900bn over the past 18 months. This information has been revealed in the 2015 Preqin Sovereign Wealth Fund Review, a comprehensive guide to these influential investors. ... »

Special report
Hedgeweek Global Awards 2015 – The Winners

Read the complete list of Winners and profiles at the sixth edition of the Hedgeweek Awards, presented in London's Mayfair and sponsored by Morgan Stanley, which brought together the leading names in the global hedge funds industry to celebrate the achievements of the best performing managers and service providers in 2014... »

Article
Hedgeweek Special Report: eVestment – The evolution of hedge fund investing

As revealed in this Hedgeweek Special Report sponsored by eVestment, the data, analytics and market intelligence provider to the institutional investment community, experts agree that investing in hedge funds represents a good way for institutions to access manager skill, which is key in constructing a diversified portfolio to achieve risk and return targets. ... »

latestjobs
Algorithmic Trading Developer - C++, Linux, Python

Fri, 24 Apr 2015 00:00:00 GMT

Senior Project Manager – Data Governance

Fri, 24 Apr 2015 00:00:00 GMT

Java Programmer – Credit Derivatives, Front Office

Fri, 24 Apr 2015 00:00:00 GMT

events
21 hours 27 min from now - Grand Caymen
1 day 21 hours from now - New York
1 day 21 hours from now - Wiesbaden
2 days 21 hours from now - California
3 days 21 hours from now - London
specialreports