Managing Family Offices
Managing Family Offices
Starting dates and places
This product does not have fixed starting dates and/or places.
Description
This advanced three days course provides participants with all the
information they need to be able to deliver Family Office services
and fully satisfy their ultra high net worth clients and families.
This includes: Latest developments in the Family Office market All
types of services than can be delivered Best practices for wealth
structuring What are the tools available Regulatory constraints
Recent and soon to come changes in regulations brings fundamental
changes in the private banking or private wealth management arena.
Families now need more and more to structure their wealth properly.
In the meantime clients are more and more demanding. Family Office
providers must therefore offer sta…Frequently asked questions
There are no frequently asked questions yet. If you have any more questions or need help, contact our customer service.
This advanced three days course provides participants with all the
information they need to be able to deliver Family Office services
and fully satisfy their ultra high net worth clients and families.
This includes: Latest developments in the Family Office market All
types of services than can be delivered Best practices for wealth
structuring What are the tools available Regulatory constraints
Recent and soon to come changes in regulations brings fundamental
changes in the private banking or private wealth management arena.
Families now need more and more to structure their wealth properly.
In the meantime clients are more and more demanding. Family Office
providers must therefore offer state of the art and comprehensive
services. This course has been designed specifically to address
these challenges, using real life cases and allowing participants
to exchange and share their own experience.
Day 1 The Family Office Market The Private Wealth Management sector - Overview - Latest developments Family offices past and present - Short history - Situation of the industry today - Current developments Types of family offices - Single - Multiple - Bank FO services Case studies Stakeholders analysis - Who are the stakeholders - Clients & families expectations - Suppliers - Dealing with the cultural aspects Client / family profiling - KYC - Other legal and regulatory requirements - What do we need to know Case study: Family profile Client / family needs analysis - Current and future needs - Succession planning - Family governance Case study: A prospective client analysis Day 2 Family Office services Accounting services - Consolidation - Liquidity management - Budgeting Case study Investing services - Investment management process - Asset allocation - Managers selection - Performance monitoring - Traditional strategies Hedge funds - Main strategies - Way to invest - Risks and return - Legal, regulatory and ethical aspects Case study Alternative investments - Private Equity - Real Estate - Commodities - Structured products Case studies Risk management - Financial - Non financial - Insurances Other services - Philanthropy - Family training - Concierge services - Dispute resolution Case study Day 3 Structuring the wealth Analysing the client environment - Domicile / residence - Tax exposures - Stakeholders Wealth planning - The process - Retirement - Succession planning - Inheritance caveats Trusts - What is it - How to structure it - Documentation - Selecting the trustee - Regulatory aspects Case study Family Foundations - What is it - How to structure it - Documentation - Regulatory aspects Case study Corporate finance - Incorporating the businesses into the family office - Dealing with possible M&A activities -Valuation concepts The next generation - Protecting the next generation - Avoiding the generation gap - Educating the next generation - Running a smooth transfer Case study Course summary and close
Day 1 The Family Office Market The Private Wealth Management sector - Overview - Latest developments Family offices past and present - Short history - Situation of the industry today - Current developments Types of family offices - Single - Multiple - Bank FO services Case studies Stakeholders analysis - Who are the stakeholders - Clients & families expectations - Suppliers - Dealing with the cultural aspects Client / family profiling - KYC - Other legal and regulatory requirements - What do we need to know Case study: Family profile Client / family needs analysis - Current and future needs - Succession planning - Family governance Case study: A prospective client analysis Day 2 Family Office services Accounting services - Consolidation - Liquidity management - Budgeting Case study Investing services - Investment management process - Asset allocation - Managers selection - Performance monitoring - Traditional strategies Hedge funds - Main strategies - Way to invest - Risks and return - Legal, regulatory and ethical aspects Case study Alternative investments - Private Equity - Real Estate - Commodities - Structured products Case studies Risk management - Financial - Non financial - Insurances Other services - Philanthropy - Family training - Concierge services - Dispute resolution Case study Day 3 Structuring the wealth Analysing the client environment - Domicile / residence - Tax exposures - Stakeholders Wealth planning - The process - Retirement - Succession planning - Inheritance caveats Trusts - What is it - How to structure it - Documentation - Selecting the trustee - Regulatory aspects Case study Family Foundations - What is it - How to structure it - Documentation - Regulatory aspects Case study Corporate finance - Incorporating the businesses into the family office - Dealing with possible M&A activities -Valuation concepts The next generation - Protecting the next generation - Avoiding the generation gap - Educating the next generation - Running a smooth transfer Case study Course summary and close
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