Newsletter 12 - December 2024
Welcome to the December newsletter and we look forward to seeing you all next year!
PWFO Webinar Series
PWFO hosted the third session of its five-part mini-series, Debunking Myths About Qualifications.
This engaging webinar wrapped up the year, and we’re excited to welcome you back in February for the next one.
For those interested, the recording of the conference can be viewed by clicking here.
Exciting Partnership Announcement
We are thrilled to announce that Private Wealth & Family Office - Swiss Certified (PWFO) has partnered with MyPrivate, a leading Swiss-based provider of innovative software solutions. MyPrivate offers comprehensive tools to help families manage, protect, grow, and transfer their wealth efficiently and holistically, embodying the "a la Helvetia" approach.
This collaboration brings a unique, project-based certification program to our Members, equipping them with essential principles for running a family office. Participants will gain hands-on experience using MyPrivate's state-of-the-art solutions, ensuring they are well-prepared to navigate the complexities of family wealth management.
Join us in celebrating this partnership and take advantage of the cutting-edge resources now available to our Members!
PWFO extends warm wishes to all its members for a joyful festive season and a prosperous New Year in 2025!
PWFO is a members-benefit, designation-granting Association for Finance Professionals serving Families and Private Clients. One of the benefits it provides to members is assembling Thought Leaders with expertise in a specific domain of financial services. They publish articles to offer PWFO members guidance and insight in their field of expertise.
Find out more about the PWFO Thought Leader Program
We are excited to share insightful articles from our president, Ayoob Rawat, and vice-president, Dan Dobry. If you missed their latest contributions, now’s the perfect time to catch up.
With the advent of business and money channels, more reporters and finance analysts began publishing reports detailing the widening gap between rich and poor...
The term "digital nomad" refers to individuals who leverage technology to work remotely while traveling and living in different locations....
