Family Office Masterclass: Beyond Wealth Management

Euromoney Learning Solutions

Euromoney Learning Solutions

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About the course

The Family Office Masterclass: Beyond Wealth Management course provides participants with all the information they need to be able to deliver Family Office services and fully satisfy their ultrahigh net worth clients and families, including

  • 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

Updates in regulations bring fundamental changes in the private banking and the private wealth management arena. Families may now need to re-structure their wealth as clients bring their practices in-line with these updates. Family Office providers must offer state of the art and comprehensive services to maintain their advantage.

This course has been designed specifically to address these challenges and draws on examples using real life cases whilst allowing participants themselves to exchange and share their own experience. This course is both relevant and necessary for family representatives and Family Office consultants

Agenda

Day 1: THE FAMILY OFFICE MARKET The Private Wealth Management Market 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: Stakeholder Analysis: Who are the stakeholders Clients & families expectations

Suppliers

Dealing with the cultural aspects

Client/Family Profiling: KYC Other legal and regulatory requirements

Group exercise: I am a family representative: What are my needs? Who are the stakeholders? 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 Ways to invest

Risks and return

Legal, regulatory and ethical aspects

TBC - Guest speaker Presentation - Chirstophe Seefeld*

Case Study: Alternative Investments: Private Equity Real Estate

Commodities

Structured products

Case Study Risk Management: Financial

Non financial

Insurances

Case Study Other Services: Philanthropy

Family training

Concierge services

Dispute resolution

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 are they How to structure them

Documentation

Selecting the trustee

Regulatory aspects

Case Study Family foundations: What are they How to structure them

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

Course Summary and Close

Experts

Francois Aubert

Francois E. Aubert’s consulting and training expertise comes from over 25 years dealing with both individual clients, families and companies in Europe, Middle East (including the Persian Gulf), Africa, Americas and Asia combined with a solid educational background. After having spent the first ye...

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Family Office Masterclass: Beyond Wealth Management at Euromoney Learning Solutions

From  3565 GBP$4,628

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Disclaimer

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Full disclaimer.

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