Event Date
From
Monday 13 May 2024 - 09:00 AM
To
Friday 17 May 2024 - 05:00 PM
Venue
Wealth Management Institute, No. 1 Marina Boulevard, One Marina Boulevard Level 16 Training Rooms
Organiser
See Event Outline
Practice Area
Private Client
Training Level
Intermediate
Event Outline
This event is organised by Wealth Management Institute Limited. The Family Office Advisors program delves into the psychology and motivations of family dynasties, exploring intricacies of family office functions and the considerations in wealth decisions. Participants can acquire an actionable framework for analysing their clients' operating context, understand investment types, risk management, and ESG frameworks for family offices. They’ll also learn to recommend sustainable and responsible strategies to fulfil their clients' legacy and family ambitions.
Event Attachment
OTH-240231_EventBrochure.pdf
+ Event occurs over multiple days