THE PRIVATE WEALTH & FAMILY OFFICE ASSOCIATION - SWISS CERTIFIED PRESENTS A FREE WEBINAR ON
HOW AND WHY PROFESSIONALS SHOULD CONSIDER PROVIDING FAMILY OFFICE SERVICES
Hosted by Ayoob Rawat, ICAEW Chartered Accountant, in Private Banking for 10 years and runs a multi Family Office.
---------------------------------------------
Full agenda below
Webinar Agenda
1. Introduction by Mr Rawat and the PWFO Association
2. What is Private Wealth and what is a Family Office?
3. Does a professional or firm require to be regulated or licenced to provide Private Wealth and/or Family Office services?
4. How Mr Rawat's firm acquired Private Wealth & Family Office Clients?
5. How and why the big firms do not want professionals doing this business?
6. What was realised after 15 years of setting up and running a multi Family Office and providing Private Wealth solutions.
7. How becoming a member of the Private Wealth & Family Office Association will benefit you?
