Family Office Wealth Management Program

Description

Course Description: This course is aimed at wealthy family members - those with more than 150 million investable assets and their family members, and is committed to training participants to manage family wealth Skills to successfully achieve long-term wealth goals. In the course, participants will learn the key strategies for wealth preservation, growth and inheritance, and understand the role of wealthy families in financial management psychology and common mistakes, so as to find out the management method that suits their family and business. The objectives of this course - to help you achieve: a. [Family Financial Success] Comprehensively understand the family's financial situation and goals, formulate future financial allocation and investment strategies, and manage risks and maintain them Family wealth may increase wealth. b. [Master Investment Decisions] Analyze different investment opportunities, risks and returns, establish a suitable investment portfolio, and make good use of existing financial resources to get more Return, reach the goal. c. [Understand the role of family members] According to the family's existing or future business, in line with the set wealth goals.