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Successful Strategies for Managing Family Wealth

Training : Successful Strategies for Managing Family Wealth

Thu, 30/09/2010   for 2 Days
Conducted by : Eureka Financial
Contact : Sam Baker
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


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1 week 4 days from now - Rhode Island
1 week 4 days from now - Rhode Island
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