Two Day Family Office & Wealth Management Program (Central London, United Kingdom – July 3-4, 2017) – Research and Markets

DUBLIN–(BUSINESS WIRE)–Research and Markets has announced the addition of the “Family
Office & Wealth Management Program”
conference to their

This 2 day practical programme 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.

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

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

– 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

For more information about this conference visit


Research and Markets
Laura Wood, Senior Manager
E.S.T Office Hours Call 1-917-300-0470
For U.S./CAN Toll Free Call
For GMT Office Hours Call +353-1-416-8900
Fax: 646-607-1907
Fax (outside U.S.): +353-1-481-1716
Topics: Wealth