A practical 2 day course run by a former senior private banker on Successful Strategies for Managing Modern Family Office

This intensive 2 day training run by a former senior private banker and family office advisor will tell you everything about managing 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.

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

For more information or to register contact us on:
enquiry@eurekafinancial.com
+44 207 193 5035
www.eurekafinancial.com