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Introduction to Private Wealth and the Family Office

For the professionals who want to understand the fundamentals of Family Office and Private Wealth Services
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Content

Platform: Udemy
Video: 32m
Language: English
Next start: On Demand

Table of contents

Description

This program has been developed from the home of Private Banking & Family Office Service – Switzerland and as the title suggests is an introduction to it.
Whether you want a new job, high paid Family Office work, or start your own Private Wealth practice – you are in the perfect place.
We have cut through the noise and created a down to earth, value packed, practical and easy to understand program that will provide you the fundamentals to the world of the family office and private wealth.

What You’ll Learn

✔️ Understand why the Private Wealth & Family Office sector is the “BLUE OCEAN” for professionals.

✔️ Throw away the theory and learn the reality of how the system really works – The benefits of a single vs multi-family office, licensing and regulatory concerns, the role of private and public banks, etc.

✔️ Master the fundamentals of banking, private wealth services and family office.

✔️Acquire confidence to enter the world of private wealth services and the family sector.

✔️Analysis of the international and local wealth market including worldwide wealth distribution.

Having trained many professionals and studying the latest educational trends, it has been understood that simply listening to someone talking for hours and/or reading a textbook is quite simply not the best way to provide real impact training.
Think about it like this; reading about how to ride a bike or how to give a great speech or watching a video of the Sistine Chapel is not the same as riding a bike, giving a great speech or being in the Sistine Chapel.
Hence this program has been re-engineered to ensure you gain real value and insight from a real practical (actually doing it) perspective.
This means it will be you who will be getting the hands dirty and doing the work through research and a set of guided practical assignments. This has two effects:
1) You gain real confidence and understanding in the concepts because you have actually done it practically.
2) You journey in wealth services has already begun and you would already have put your understanding into action.

You will learn

✓ Understand why the Private Wealth & Family Office sector is the “BLUE OCEAN” for professionals.
✓ Throw away the theory and learn the reality of how the system really works – single vs multi-family office
✓ Master the fundamentals of banking, private wealth services and family office.
✓ Acquire confidence to enter the world of private wealth services and the family sector.
✓ Analysis of the international and local wealth market including worldwide wealth distribution.

Requirements

• Basic knowledge surrounding financial services

This course is for

• For the professionals who want to understand the fundamentals of Family Office and Private Wealth Services.
Empowering Private Wealth and Family Office Services
The Swiss Association supporting professionals joining and navigating the blue ocean of Private Wealth & Family Office services through high impact training and coaching programs.
The content of the programs have been created by experts with over 40 years’ experience in International Banking and Wealth Management, worked with International Finance Groups in the City of London, Geneva, Malta and Mauritius.
Platform: Udemy
Video: 32m
Language: English
Next start: On Demand

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