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Family Office and Wealth Management Programme

03 Dec 2018 - 04 Dec 2018
Contact Event Organiser
London, UK.
Training & Workshops, Investment & Securities
Securities & Investment, Wealth Management

Special Summer Promotion until 31 of October £1850 + VAT. Regular price £2095 + VAT. Group discounts: 5% for 2 people, 10% for 3.


This 2 day practical programme for family office representatives, family members and wealth managers explores the best strategies for preserving family wealth and managing a modern family office. 

You will have a chance to explore the family governance mechanisms, intergenerational wealth transfer, managing complexities of international wealth mobility and succession planning. You will also learn about the operational settings and asset allocation, cost and risk management, tax advisory and philanthropy.

Conducted by a family office expert with many years of providing services for high net worth clients worldwide, this course focuses on the latest  market trends and effective wealth preservation strategies.

Not Stated
Eureka Financial Ltd
23 Hanover Square, London, W1S 1JB.

Tel: +44 (0) 207 993 8597