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Family Office & Wealth Management Course (November 30, 2020)

  • ID: 5150033
  • Training
  • November 2020
  • Region: Global
  • 1 Days
  • Eureka Financial
  • Training Dates: November 30, 2020
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This is a unique opportunity to complete this programme remotely via virtual classes and at a heavily reduced price comparing to our very popular edition in London.

This practical family office training for family office representatives, family members 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 settings and asset allocation, cost and risk management, tax advisory and philanthropy.

Conducted by a family office expert with many years of providing services for high net worth clients worldwide, this course focuses on the latest market trends and effective wealth preservation strategies.

What will you learn

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 during this training

  • 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
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  • What is a Family Office?
  • Evolution of the Family Office concept
  • History and origins
  • Typical objectives and structures
  • Overview of different operating models: single-family office, boutique multi-family office, financial services multi-family office and wealth manager
  • Current issues and challenges
  • The future - the changing role of the family office

Managing the Family office

  • The “make” or “buy” decision
  • Considerations when establishing a Family Office
  • Multiple family office vs private bank
  • Selecting advisors
  • Managing advisor networks - coordination and collaboration
  • The role of technology
  • Cost management
  • Risk management - wealth preservation and protection
  • Asset protection
  • Dealing with investments of passion
  • Behavioural and emotional aspects to investment decision making

Family Governance and dynamics

  • The Family Constitution - formal or informal?
  • Structure and governance mechanisms
  • Performance Measurement and reward systems
  • How motivated are family members?
  • Dealing with “complex family structures”
  • Conflict Management

Succession Planning

  • Transition management
  • Grooming the next generation(s)
  • Educating and training future family leaders
  • Intergenerational or multi-generational planning?
  • Distribution or growth?

An overview of the services of a Family Office

  • Investment strategy and asset allocation
  • Implementation and monitoring the portfolio management process
  • Access to alternative assets - special considerations for Family Offices
  • Tax management and advisory
  • Cash flow management and budgeting
  • Wealth structuring and fiduciary services
  • Multigenerational wealth transfer and succession planning
  • Financial planning and advisory
  • Philanthropy
  • Family Dispute Resolution
  • Residence and citizenship planning
  • Managing the Family Businesses
  • Legal support
  • Reputation management
  • Bookkeeping
  • Concierge
  • Luxury Assets

Understanding Asset Allocation

  • Essential elements
  • The investment management process
  • The risks and rewards of Asset Allocation
  • The “process”
  • Types of asset allocation: strategic and tactical
  • Integrated
  • Phases and cycles

Mechanics of Asset Allocation

  • The theoretical backdrop
  • Risk and return
  • Diversification, correlation and risk
  • Asset and Portfolio Risk
  • Optimisation
  • Rebalancing and reallocation
  • Relationship with other investment disciplines
  • Portfolio Construction
  • Alpha generation

Valuation of the family business

  • Entry
  • Expansion
  • Exit
  • Mergers and acquisition
  • Marriage

Trends in the Family Office industry

  • Developing new sources of knowledge
  • The “globalization” of the high net worth family
  • “Specialization” with multiple providers or “one-stop shop”
  • Networking groups
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Our Course Director is currently working as a trainer and consultant focusing on the wealth management needs of high net worth private clients, their families and their businesses.

Prior to this Bill worked in the international private banking market for almost 20 years. His private banking career began with Royal Bank of Canada where he spent 15 years in a variety of senior roles covering all aspects of the international wealth management business both onshore (London) and offshore (Bermuda).

Bill has broad general wealth management experience but his particular area of expertise is developing financial planning solutions for international high net worth private clients and their businesses who have complex cross border planning issues. In addition to wealth structuring, tax and estate planning the practice also advises on the specific challenges in establishing and growing a successful family enterprise.

During his career Bill has had responsibility for designing and delivering financial education programmes for professional staff and wealthy families in the Middle East, Europe, USA, Canada, South America and Africa. Bill is currently developing and delivering training programmes for international banks, private banks, wealth managers, family offices, professional bodies and regulators covering a broad range of financial, investment and soft skills subjects.

Bill is a Chartered Accountant (FCA), Trust and Estate Practitioner (TEP) and Financial Planner (DipPFS).

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Heads and Members of:

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