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 Office11 September 2024 | 09:30-10:30 | 1 CPD Hours |
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Peter EnglischPartner, Global and EMEA Family Business Leader at PwC & Executive in Residence at IMD |
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Webinar 2: Investment Trends for Family Offices25 September 2024 | 10:30-11:30 | 1 CPD Hours |
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Alexander TatePortfolio Director at Cazenove Capital |
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Emily PetersonPortfolio Director at Cazenove Capital |
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Lyn TomlinsonHead of Impact Solutions at Schroders |
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Webinar 3: To start a family office or not?
08 October 2024 | 10:00-11:00 | 1 CPD Hours |
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Richard JoyntHead of Family Office at Highvern |
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Webinar 4: Revolutionising Family Governance with Cutting-Edge Technology14 October 2024 | 10:00-11:00 | 1 CPD Hours |
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Arnaud de ConinckChief Revenue Officer at Trusted Family |
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Webinar 5: Empowering Family Offices in Philanthropy: Unleashing the Impact of the 0.1%05 November 2024 | 10:00-11:00 | 1 CPD Hours |
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Amy BlackwellFounder of Amy Blackwell Advisory |
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Webinar 6: Addressing Challenges Facing Family Offices02 December 2024 | 11:00-12:00 | 1 CPD Hours |
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Michael OliverCo-Founder of Global Partnership Family Offices |
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