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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
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
Types of Family Offices Single Multiple
Bank FO services
Case Studies: Stakeholder Analysis: Who are the stakeholders Clients & families expectations
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
Case study: A prospective client analysis
Day 2: FAMILY OFFICE SERVICES Accounting Services: Consolidation Liquidity management
Case Study Investing Services: Investment management process Asset allocation
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
Case Study Risk Management: Financial
Case Study Other Services: Philanthropy
Day 3: STRUCTURING THE WEALTH Analysing the client environment Domicile / residence Tax exposures
Wealth planning The process Retirement
Trusts What are they How to structure them
Selecting the trustee
Case Study Family foundations: What are they How to structure them
Case Study Corporate finance Incorporating the businesses into the family office Dealing with possible M&A activities
The next generation Protecting the next generation
Avoiding the generation gap
Educating the next generation
Running a smooth transfer
Course Summary and Close
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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Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.
We are happy to help you find a suitable online alternative.