FAMILY WEALTH TRAINING
To equip you with the information, inspiration, insight and intuition you need for your family well-being and prosperity
About the Asset World:
• What to know about the asset world?
• How to differentiate among asset owners, allocators and managers?
• A holistic look into the asset space from the viewpoint of families and individuals with wealth
About the Family Wealth Dynamics:
•“Family – Wealth – Legacy” priorities and them being implemented and internalised
• How is family office approach different from family business approach?
About Your Family:
• Where in the wealth creation, preservation chain does your family stand?
• The simplicity versus complexity of existing solutions and needs?
• How does family wealth dynamics apply to your family?
• Your next steps forward?
FAMILY MEMBERS and their EXECUTIVES
Please contact us for further information.