Family Office Training

Time: 24-25 May 2010
Venue: London, United Kingdom

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.

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 for wealth managers, family office professionals and private bankers will give you an insight into the best practices for wealth management and preservation.

Topics:

• 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

Who Should Attend - Heads and Members of:

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

For more info http://www.eurekafinancial.com/...