Sign up for free newsletter

 

Managing Family Office & Wealth - London

Training : Managing Family Office & Wealth - London

Thu, 07/03/2013   for 2 Days
Conducted by : Eureka Financial
Contact : Sam Baker
Duration : 2 Days
Apply now Visit site

 This 2 day practical programme for family office representatives 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 setting and asset allocation, cost and risk management, tax advisory and philanthropy.
 
Run by an expert in family office and services for high net worth clients this course focuses on the latest market trends and effective wealth preservation strategies. 
 
By the end of this course you will:
 
Have an in-depth practical understanding of the structure of a family office and effective family office management approaches
Learn about family governance mechanisms 
Explore how to structure wealth and manage intergenerational wealth transfer
Manage family office from choosing an advisor, to cost and reputation management as well as asset allocation strategies
Explore different services provided by family office and how to arrange them
Understand the latest changes in the wealth management sector
 
Main Topics Covered include: 
 
Structuring of family office and governance mechanisms
Developing the family “mission and values”
Dealing with complex family structures
Understanding change over the life cycle of family businesses and succession planning
Mobility of wealth & the family business
Intergenerational wealth transfer
Services provided by a family office
Selecting advisors and cost management
Asset allocation mechanics and optimisation
Investments of passion
Tax management and advisory
Performance measurement and reward systems
Wealth structuring and fiduciary services
Financial planning
Philanthropy
Reputation management
Valuation of the family business
Current challenges and the changing role of the family office
 
Register now to benefit from our Early Bird offer!
 


features
Article
Ken MacCuish, Intralinks

A couple of years ago, the title Chief Information Security Officer, or CISO for short, was a foreign concept within the hedge fund community. The winds have changed, however, as hedge funds become increasingly targeted by cyber hackers, causing many to hire a CISO to uphold the network integrity of the firm.  ... »

Special report
State Street Global Advisors – Volatility and the benefits of downside protection strategies

State Street Global Advisors has unveiled the results of an in-depth survey of 420 senior executives within global private and public pension plans, endowments, foundations and sovereign wealth funds, summarised in this keynote Hedgeweek Special Report... »

Special report
Hedge Fund Technology 2015

Hedge Fund Technology 2015

Tue, 19/05/2015 - 11:00

This keynote Hedgeweek Special Report surveys the key technology products and software solutions available to hedge funds,, and drills down into each one through interviews and analysis to summarise their benefits to COOs, CTOs and CFOs at hedge funds... »

Special report
AlphaQ – April 2015

AlphaQ – April 2015

Tue, 21/04/2015 - 10:00

The hunt for diverse streams of alpha is intensifying, and skill-based risk-adjusted returns are the Holy Grail for all investment managers. Global Fund Media (GFM) brings you AlphaQ, a bi-monthly compendium of investment ideas, skill and talent across all asset classes, and a network of the best asset management talent... »

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"... »

Special report
AlphaQ - June 2015

AlphaQ – June 2015

Tue, 23/06/2015 - 11:00

AlphaQ, a bi-monthly compendium of investment ideas, skill and talent across all asset classes, and a network of the best asset management talent... »

latestjobs
Junior Interest Rates Sales

Mon, 27 Jul 2015 00:00:00 GMT

Equity Capital Markets Investment Banking Analyst

Mon, 27 Jul 2015 00:00:00 GMT

Bulge Bracket Investment Banking Asso (Healthcare)

Mon, 27 Jul 2015 00:00:00 GMT

events
3 weeks 5 days from now - New York
4 weeks 6 days from now - Texas
6 weeks 23 hours from now - New York
specialreports