Family Office & Wealth Mamagement programme 2015

Topics

• Developing the family "mission and values"
• Structuring of family office and governance mechanisms
• Understanding change over the life cycle of family businesses and succession planning
• Dealing with complex family structures
• Intergenerational wealth transfer
• Mobility of wealth & the family business
• Selecting advisors and cost management
• Services provided by a family office
• Investments of passion
• Asset allocation mechanics and optimisation
• Performance measurement and reward systems
• Tax management and advisory
• Financial planning
• Wealth structuring and fiduciary services
• Reputation management
• Philanthropy
• Current challenges and the changing role of the family office
• Valuation of the family business

Who should Attend

• Wealth Managers
• Multi and Single Family Offices
• Client Relationship Managers
• Private Bankers
• Heads of Family Services
• Consultants
• Financial Planners
• Head of Business Development