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FINANCIAL MARKET COURSES

Private Wealth Management – Ultra-HNWIs & Family Offices

Ultra-high net worth individuals (ultra-HNWIs or UHNWIs), those with at least USD 30 million in net investable assets, account for a significant amount of the HNW population. UHNWIs have needs and expectations that differ from those of mass affluent and lower high net worth investors. This course looks more closely at UHNW clients, their families, and their related wealth management arm – the family office.

  • OBJECTIVES

    On completion of this course, you will be able to:

    Recognize the characteristics of UHNW clients and their families

    Identify the key wealth management needs and objectives of UHNW clients and how wealth management firms can tailor offerings to meet these requirements

    Distinguish between the different types of family office, identify the reasons why family offices are founded, and list the functions and services they provide

  • COURSE OUTLINE

    Topic 1: UHNW Clients

    Overview of UHNWIs

    UHWIs vs. Institutional & Retail Investment Management

    o Time Horizon & Risk/Return Objectives

    o Taxation Management

    o Control & Oversight

    o Tailored Solutions

    Topic 2: UHNWIs & Wealth Management

    UHNWI Wealth Management Services

    UHNW Client Objectives & Expectations

    Client Return Objectives & Cost Pressures

    The Impact of Inflation on UHNWI Wealth

    Charitable Investment Management

    Generational Attitudes to Wealth

    Business & Wealth Succession Management

    The Wealth Manager & UHNW Clients

    Topic 3: Family Offices

    Overview of Family Offices

    Purpose of a Family Office

    Rationale for a Family Office

    o Liquidity Event

    o Business Succession

    o Professional Wealth Management

    o One-Stop Support

    o Cost Savings

    o Bespoke Services

    Functions of a Family Office

    Family Office: Circle of Influence

    Multi-Family Offices

    Hybrid Family Offices & UHNW Client Choices

    Strengthening the UHNW Client Relationship

  • PREREQUISITE KNOWLEDGE

  • ESTIMATED COMPLETED TIME

    75 Minutes

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