Course Description

What you will learn


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Introducing the concept of Family Office and its relation to Family Wealth.

Understanding key messages and challenges faced within U.H.N.W. families and Family Offices.

Exploring the dynamics of families, family issues, and the overall family landscape.

Explaining the need to establish a strong set of family beliefs and principles, based on a common set of data and information.

Describing the structure and governance of Family Offices.

Discussing potential setup, operations, and functions performed by Family Offices.

Asset Management within Family Offices, covering portfolio management as well as several asset classes.

Managing Non-Financial Assets of U.H.N.W. families.

Structuring of international wealth for future generations.

Basic legal culture required of family officers working for international U.H.N.W. families.

English
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