Managing Family Wealth
Your family has accumulated wealth over the years, and you are considering ways to grow, preserve and distribute wealth to your family members whilst maintaining strong family relationships. With so many investment options available, financial market volatility and advisors who may not have your family's best interest in mind, growing family wealth beyond three generations is a challenge.
Good family wealth management requires an understanding of the investment options available, family business governance, tax and estate planning, objective setting, educating your family members, and astute management of your family's financial advisors. Whilst each family's situation is unique, there are many best practices which can be applied to Asian families.
The program incorporates case studies, lectures, and small group discussions in a confidential environment. Third party advisors, consultants and service providers will not be admitted.
Dates and Fees
- Dates: 14–16 Nov 2013
- Fees: $4,380 (excl. GST)
Early Payment & Team Enrolment Savings
Enjoy savings if you pay early using Visa or MasterCard:
- > 45 days before start of program: 10% savings
- > 30 days before start of program: 5% savings
Team enrolment benefits are available, please contact Program Advisor for details.