2024 Family Office Series

Description

The 2024 Family Office Series is designed to address the unique needs and challenges faced by Family Office professionals. Through a comprehensive set of topics, we aim to provide insights, strategies, and best practices to navigate the ever evolving landscape of family wealth management. Whether you're considering starting a family office, looking to optimise existing operations, or seeking to maximise philanthropic impact, this series will offer valuable guidance.

 

Suitable For

This series is suitable for family office professionals, private wealth and trust managers. 

 

Agenda

Webinar 1: Exploring Key Factors when Choosing the Ideal Location for your Family Office

11 September 2024 | 09:30-10:30 | 1 CPD Hours

Peter Englisch  

Peter Englisch

Partner, Global and EMEA Family Business Leader at PwC & Executive in Residence at IMD

 


Webinar 2: Investment Trends for Family Offices

25 September 2024 | 10:30-11:30 | 1 CPD Hours

Alexandra Tate  

Alexander Tate

Portfolio Director at Cazenove Capital

 
Emily Peterson  

Emily Peterson

Portfolio Director at Cazenove Capital

 
Lyn Tomlinson  

Lyn Tomlinson

Head of Impact Solutions at Schroders

 


Webinar 3: To start a family office or not?

08 October 2024 10:00-11:00 | 1 CPD Hours

Richard Joyn  

Richard Joynt

Head of Family Office at Highvern

 


Webinar 4: Revolutionising Family Governance with Cutting-Edge Technology 

14 October 2024 | 10:00-11:00 | 1 CPD Hours

rnaud de Coninck  

Arnaud de Coninck

Chief Revenue Officer at Trusted Family 

 


Webinar 5: Empowering Family Offices in Philanthropy: Unleashing the Impact of the 0.1%

05 November 2024 | 10:00-11:00 | 1 CPD Hours

Amy Blackwell  

Amy Blackwell 

Founder of Amy Blackwell Advisory

 


Webinar 6: Addressing Challenges Facing Family Offices

02 December 2024 | 11:00-12:00 | 1 CPD Hours

Michael Oliver  

Michael Oliver

Co-Founder of Global Partnership Family Offices

 


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