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Professional Family Office Consultant Program

Professional Family Office Consultant Program

Original price was: $80,000.00.Current price is: $73,300.00.

Topic 1 :Principles of Family Office Management and Organizational Strategy
Topic 2 :Analysis and reporting of household finances
Topic 3 :Choose a financial service provider
Topic 4 :Asset preservation and allocation strategies
Topic 5 :Risk and return management
Topic 6 :Portfolio management
Topic 7 :Inheritance trusts, estates and taxes
Topic 8 :Family business development strategy
Topic 9 :The latest trends and challenges in family offices
Topic 10 :Field trips
Topic 11 :Case study
Topic 12 :Examination

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Description

Course Description: This course is aimed at those who are interested in family offices and are interested in becoming family wealth management consultants Manage the professionalism of family offices, enhance their financial management capabilities, build investment decision-making skills, and become qualified family wealth advisors. The objectives of this course - to help you achieve: a. [Managing Family Offices] A comprehensive understanding of the structure of family offices and effective management methods for different types of family offices. b. [Mastering Investment Decisions] Analyzing various investment opportunities, risks, and returns, and establishing a suitable investment portfolio to enhance family wealth. c. [Handling Family Wealth Inheritance] Evaluating different business organizations and legal situations, and formulating plans for family asset preservation, wealth inheritance, and tax savings.

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