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Professional Family Office Consultant Program

Professional Family Office Consultant Program

Original price was: $100,000.00.Current price is: $90,000.00.

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