6726

Certificate for Family Office Advisor (Advanced)

Event Date

From Monday 02 Jun 2025 - 09:00 AM To Friday 06 Jun 2025 - 05:00 PM

Venue

Classroom at One Marina Boulevard

Organiser

See Event Outline

Practice Area

Private Client

MEC segment

NA

Training Level

Intermediate

Public CPD Points

3

Event Outline

This event is organised by Wealth Management Institute Limited. This advanced program goes beyond the basics of Family Offices, focusing on the psychology and motivations of today's UHNW families. It explores opportunities such as impact investing, where affluent clients can align their wealth decisions with societal and environmental values, offering insights into the emerging trends in the field.

Event Link

OTH-10M-250114

Event Attachment

+ Event occurs over multiple days