Managing Family Offices

3 days 18-20 Sep 2017, London UK £3,645.00 + VAT* Download brochure Add to basket
3 days 6-8 Nov 2017, Hong Kong Hong Kong $4,990.00 Download brochure Add to basket

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Overview

This advanced 3-days course provides participants with all the information they need to be able to deliver Family Office services and fully satisfy their ultra high net worth clients and families. This includes:

  • Latest developments in the Family Office market
  • All types of services than can be delivered
  • Best practices for wealth structuring
  • What are the tools available
  • Regulatory constraints

Recent and soon to come changes in regulations brings fundamental changes in the private banking or private wealth management arena. Families now need more and more to structure their wealth properly. In the meantime clients are more and more demanding. Family Office providers must therefore offer state of the art and comprehensive services.

This course has been designed specifically to address these challenges, using real life cases and allowing participants to exchange and share their own experience.

This course is relevant to family representatives and Family Office consultants

Who should attend

This course is relevant to Family Representatives and Family Office Consultants.

Instructors

We work with a series of expert instructors, please select the course location of interest to review the credentials of who will be delivering the programme.

London
Francois Aubert

Francois E. Aubert’s consulting and training expertise comes from over 25 years dealing with both individual clients, families and companies in Europe, Middle East (including the Persian Gulf), Africa, Americas and Asia combined with a solid educational background.

After having spent the first years of his career in International Finance (and created his own consulting firm), Francois joined Credit Suisse where he was successively responsible for short-term investments, bond trading and equity sales. He then worked for Elvia Vie, a leading life insurance company (where he was trained to life insurance products), before joining Arab Bank as the assistant to the Geneva branch manager. Having acquired the fundamentals of Private Banking and completed his Certified Financial Analyst education, he was promoted to Relationship Manager, in charge of the Near-East Private Banking clients. In 1998, Bank Leu, Geneva, hired Francois to set-up a Near-East department. The break-even point was reached after one year. He then joined BNP Paribas as Director in 2000, a bank strongly committed to the Middle East. He was able to expand the bank’s customer base in a complex global and regional political environment.

2002 marked the beginning of Francois' new business life. While continuing to serve private clients and families as an independent wealth planner, he became again a management consultant to multinational companies for their Middle Eastern affairs as well as to banks, wealth management firms and other companies for projects involving notably debt restructuring, commodities and tourism (tour operating and car rental).

Training assignments began about 20 years ago and became more important after 2002. Today Francois is a seasoned certified trainer active in over 35 countries (almost 1000 days delivered). He is a lecturer at Trinity College Dublin in charge of the Master in Finance core course “Credit and Fixed Income Investments” and at Geneva University on Project Management. His fields of intervention cover furthermore Finance, Investments (all asset classes, including CFA and CAIA preparation courses), Banking and Wealth Planning as well as soft skills such as Leadership, Team Building and Management, Client Relationship Management, Negotiation and Selling Skills.
Francois also regularly speaks in front of various audiences and on television. He is as well a CFA Institute Approved Speaker.

Francois is a long time volunteer for the CFA Institute, the CAIA Association and several other organisations. He was for six years a Board member of the Swiss CFA Society and served on various CFA Institute committees such as the Professional Development Committee. He is currently a CAIA Switzerland chapter executive.

He holds an MBA from the Heriot-Watt University in Edinburgh and is a Certified Financial Analyst and Portfolio Manager (AZEK and EFFAS), CAIA charter-holder, TEP (Registered Trust and Estate Practitioner), Certified Trainer (Swiss Federal Certificate), Certified Business Coach, NLP and Belbin Certified Practitioner. This is completed by various certificates notably in Islamic Finance (CISI), Project Management and Life Insurances.

Francois is Swiss and works in both English and French. He is ready, upon request, to travel around the world.

Christophe Seefeld
Christophe Seefeld is an independent Swiss consultant based in Dubai (UAE) with an extensive experience in servicing UHNWIs having an international asset exposure. He is a former General Manager of a Geneva based Single Family Office (SFO), was member of the Board of a Corporate Trust and Director of several privately owned companies. Previously, for more than ten years, Christophe worked in the commercial and private banking industry in Geneva, Zurich and Nassau - Bahamas. His international experience as a banker, manager, company director, trustee and advisor led him to appreciate the challenges generated by large Family wealth comprising business, real estate, financial and leisure assets located in several jurisdictions and more specifically the key role played by Single Family Offices. Christophe graduated from Geneva law school in 1992.
Hong Kong
Francois Aubert

Francois E. Aubert’s consulting and training expertise comes from over 25 years dealing with both individual clients, families and companies in Europe, Middle East (including the Persian Gulf), Africa, Americas and Asia combined with a solid educational background.

After having spent the first years of his career in International Finance (and created his own consulting firm), Francois joined Credit Suisse where he was successively responsible for short-term investments, bond trading and equity sales. He then worked for Elvia Vie, a leading life insurance company (where he was trained to life insurance products), before joining Arab Bank as the assistant to the Geneva branch manager. Having acquired the fundamentals of Private Banking and completed his Certified Financial Analyst education, he was promoted to Relationship Manager, in charge of the Near-East Private Banking clients. In 1998, Bank Leu, Geneva, hired Francois to set-up a Near-East department. The break-even point was reached after one year. He then joined BNP Paribas as Director in 2000, a bank strongly committed to the Middle East. He was able to expand the bank’s customer base in a complex global and regional political environment.

2002 marked the beginning of Francois' new business life. While continuing to serve private clients and families as an independent wealth planner, he became again a management consultant to multinational companies for their Middle Eastern affairs as well as to banks, wealth management firms and other companies for projects involving notably debt restructuring, commodities and tourism (tour operating and car rental).

Training assignments began about 20 years ago and became more important after 2002. Today Francois is a seasoned certified trainer active in over 35 countries (almost 1000 days delivered). He is a lecturer at Trinity College Dublin in charge of the Master in Finance core course “Credit and Fixed Income Investments” and at Geneva University on Project Management. His fields of intervention cover furthermore Finance, Investments (all asset classes, including CFA and CAIA preparation courses), Banking and Wealth Planning as well as soft skills such as Leadership, Team Building and Management, Client Relationship Management, Negotiation and Selling Skills.
Francois also regularly speaks in front of various audiences and on television. He is as well a CFA Institute Approved Speaker.

Francois is a long time volunteer for the CFA Institute, the CAIA Association and several other organisations. He was for six years a Board member of the Swiss CFA Society and served on various CFA Institute committees such as the Professional Development Committee. He is currently a CAIA Switzerland chapter executive.

He holds an MBA from the Heriot-Watt University in Edinburgh and is a Certified Financial Analyst and Portfolio Manager (AZEK and EFFAS), CAIA charter-holder, TEP (Registered Trust and Estate Practitioner), Certified Trainer (Swiss Federal Certificate), Certified Business Coach, NLP and Belbin Certified Practitioner. This is completed by various certificates notably in Islamic Finance (CISI), Project Management and Life Insurances.

Francois is Swiss and works in both English and French. He is ready, upon request, to travel around the world.

Venue

London

Central London Hotel Venue

All courses are held at four or five star venues in Central London, Zone 1. We strive to provide you with a training environment of the highest quality, to ensure that the whole learning experience exceeds your expectations.

Your training venue will be confirmed by one of our course administrators approximately 3-4 weeks before the course start date.

Hong Kong

4-5 Star Hotel in Hong Kong

All of our courses are held in 4 – 5 star hotels, chosen for their location, facilities and level of service. You can be assured of a comfortable, convenient learning environment throughout the duration of the course.

Due to the variation in delegate numbers, we will send confirmation of the venue to you approximately 2 weeks before the start of the course. Course fees include training facilities, documentation, lunches and refreshments for the duration of the programme. Delegates are responsible for arranging their own accommodation, however, a list of convenient hotels (many at specially negotiated rates) is available upon registration.

Related Courses

Inhouse


 

Do you have five or more people interested in attending this course? Do you want to tailor it to meet your company's exact requirements? If you'd like to do either of these, we can bring this course to your company's office. You could even save up to 50% on the cost of sending delegates to a public course.

To find out more about running this course in-house:





Our Tailored Learning Offering

If you want to run this course at a location convenient to you or if you want a completely customised learning solution, we can help.

We produce learning solutions that are completely unique to your business. We'll guide you through the whole process, from the initial consultancy to evaluating the success of the full learning experience. Our learning specialists ensure you get the maximum return on your training investment.

inhouse-learn-more

We can offer any of our public courses delivered at your office or we can devise completely tailored solutions:


Read more about our offering or complete a call back request to speak to a learning specialist.

 

Agenda

Agendas are localised, please select your preferred location.

Day 1: The Family Office Market

 
The Private Wealth Management sector:

  • Overview
  • Latest developments

 
Family offices past and present:

  • Short history
  • Situation of the industry today
  • Current developments

 
Types of family offices:

  • Single
  • Multiple
  • Bank FO services

 
Case studies

 
Stakeholders analysis:

  • Who are the stakeholders
  • Clients & families expectations
  • Suppliers
  • Dealing with the cultural aspects

 
Client / family profiling:

  • KYC
  • Other legal and regulatory requirements
  • What do we need to know

 
Group exercise
: I am a family representative: What are my needs? Who are the stakeholders?
 
Case study: Family profile

Client / family needs analysis:

  • Current and future needs
  • Succession planning
  • Family governance

 
Case study: A prospective client analysis


 

Day 2: Family Office services

 
Accounting services:

  • Consolidation
  • Liquidity management 
  • Budgeting

 
Case study
 
Investing services:

  • Investment management process
  • Asset allocation
  • Managers selection
  • Performance monitoring
  • Traditional strategies

 
Hedge funds:

  • Main strategies
  • Way to invest
  • Risks and return
  • Legal, regulatory and ethical aspects

 
Guest Speaker Presentation:
Single Family Offices - Various Species, Same Challenges
Christophe Seefeld, Founding Partner, Sandrose Management Consultancy

Case study

 
Alternative investments:

  • Private Equity
  • Real Estate
  • Commodities
  • Structured products

 
Case studies
 
Risk management:

  • Financial
  • Non financial
  • Insurances

 
Other services:

  • Philanthropy
  • Family training
  • Concierge services
  • Dispute resolution

 
Case study
 
 
 

Day 3: Structuring the wealth

 
Analysing the client environment

  • Domicile / residence
  • Tax exposures
  • Stakeholders

 
Wealth planning

  • The process
  • Retirement
  • Succession planning
  • Inheritance caveats

 
Trusts

  • What is it
  • How to structure it
  • Documentation
  • Selecting the trustee
  • Regulatory aspects

 
Case study
 
Family Foundations

  • What is it
  • How to structure it
  • Documentation
  • Regulatory aspects

 
Case study
 
Corporate finance

  • Incorporating the businesses into the family office
  • Dealing with possible M&A activities
  • Valuation concepts

 
The next generation

  • Protecting the next generation
  • Avoiding the generation gap
  • Educating the next generation
  • Running a smooth transfer

 
Case study
 
Course summary and close

Day 1: The Family Office Market

 
The Private Wealth Management sector:

  • Overview
  • Latest developments

 
Family offices past and present:

  • Short history
  • Situation of the industry today
  • Current developments

 
Types of family offices:

  • Single
  • Multiple
  • Bank FO services

 
Case studies

 
Stakeholders analysis:

  • Who are the stakeholders
  • Clients & families expectations
  • Suppliers
  • Dealing with the cultural aspects

 
Client / family profiling:

  • KYC
  • Other legal and regulatory requirements
  • What do we need to know

 
Group exercise
: I am a family representative: What are my needs? Who are the stakeholders?
 
Case study: Family profile

Client / family needs analysis:

  • Current and future needs
  • Succession planning
  • Family governance

 
Case study: A prospective client analysis


 

Day 2: Family Office services

 
Accounting services:

  • Consolidation
  • Liquidity management 
  • Budgeting

 
Case study
 
Investing services:

  • Investment management process
  • Asset allocation
  • Managers selection
  • Performance monitoring
  • Traditional strategies

 
Hedge funds:

  • Main strategies
  • Way to invest
  • Risks and return
  • Legal, regulatory and ethical aspects

 
Guest Speaker Presentation:
Single Family Offices - Various Species, Same Challenges
Christophe Seefeld, Founding Partner, Sandrose Management Consultancy

Case study

 
Alternative investments:

  • Private Equity
  • Real Estate
  • Commodities
  • Structured products

 
Case studies
 
Risk management:

  • Financial
  • Non financial
  • Insurances

 
Other services:

  • Philanthropy
  • Family training
  • Concierge services
  • Dispute resolution

 
Case study
 
 
 

Day 3: Structuring the wealth

 
Analysing the client environment

  • Domicile / residence
  • Tax exposures
  • Stakeholders

 
Wealth planning

  • The process
  • Retirement
  • Succession planning
  • Inheritance caveats

 
Trusts

  • What is it
  • How to structure it
  • Documentation
  • Selecting the trustee
  • Regulatory aspects

 
Case study
 
Family Foundations

  • What is it
  • How to structure it
  • Documentation
  • Regulatory aspects

 
Case study
 
Corporate finance

  • Incorporating the businesses into the family office
  • Dealing with possible M&A activities
  • Valuation concepts

 
The next generation

  • Protecting the next generation
  • Avoiding the generation gap
  • Educating the next generation
  • Running a smooth transfer

 
Case study
 
Course summary and close

Why us


We have a combined experience of over 60 years providing learning solutions to the world’s major organisations and are privileged to have contributed to their success. We view our clients as partners and focus on understanding the needs of each organisation we work with to tailor learning solutions to specific requirements.

We are proud of our record of customer satisfaction. Here is why you should choose us to help you achieve your goals and accelerate your career:

  • Quality – our clients consistently rate our performance ‘excellent’ or ‘outstanding’. Our average overall score awarded to us by our clients is nine out of ten.
  • Track record – we have delivered training solutions for 95% of worlds’ top 100 banks and have trained over 250,000 professionals.
  • Knowledge – our 150 strong team of industry specialist trainers are world leading financial leaders and commentators, ensuring our knowledge base is second to none.
  • Reliability – if we promise it, we deliver it. We have delivered over 20,000 events both in person and online, using simultaneous translation to delegates from over 180 countries.
  • Recognition – we are accredited by the British Accreditation Council and the CPD Certification Service. In an independent review by Feefo we scored 96% on service and 95% on product