Join family members and family office representatives from around the world in this practical family office course led by a family office expert with over 30 years of international experience. Learn about the most effective ways of setting up a family office and managing the wealth, as well as the latest trends from the sector.
This practical family office training for family office representatives, family members and wealth managers explores the best strategies for setting up a family office, 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 experience in providing services for high net worth clients worldwide, this course focuses on the latest market trends and effective wealth preservation strategies.
This event will also be taking place in London, England on the 29 - 30 Jun 2026. Please enquire for details.
Course Content
Speakers
The 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 30 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).
Location
ADDRESS
Dubai
United Arab Emirates
Venue to be announced shortly.
