Join our international community and gain real access to the world of family office services and private wealth management as done in Switzerland.
Whether you are a professional, expert of your field, business owner, employee, private investor or entrepreneur the PWFO Association has a range of tools to assist you to provide Private Wealth & Family Office services.
Plan, build and customise your journey to become a successful Private Wealth & Family Office practice.
Join a Swiss based platform to promote as well as showcase your area of expertise to other members.
Get access to networking events, road shows, social media groups, referrals & introductions and office solutions.
Is to become the international gold-standard bearer and academy for Private Wealth & Family Office Services.
A range practical courses written and developed by and for the PWFO Association.
The Flagship Course - "PWFO Swiss Certified - Private Wealth & Family Office Practioner - Full Course (2019 Edition)
Private Wealth & Family Office Swiss Certified guidelines and best practice 16 day training programme. (In collaboration with the Financial Services Institute)
The Private Wealth & Family Office (PWFO) Career Enhancement Workshop
"I have worked with Ayoob Rawat, Chartered Accountant for over 15 years and during that time, he has proved to be an invaluable addition to my team. Looking to protect my investments and looking after my tax affairs. Apart from his professional and friendly service, I have been particularly impressed with his knowledge of the investment world and how to support and protect investors. I have no hesitation in recommending Ayoob Rawat as a trainer to anyone looking to learn Private Wealth and Family Office Services."
"We are a family investment company in Israel and have been supported by Ayoob Rawat, Chartered Accountant for many years, Ayoob Rawat has predominantly supported my Family Office in terms of global reporting, liaising with banks and investment managers as well as monitoring the risk-return performance of our investments. He has been, without fail, professional, organized and carried out all tasks allocated to him. He also kept us informed by providing regular progress reports on our investment portfolio, keeping us up to date, even when often faced with very tight deadlines, I cannot recommend Ayoob Rawat highly enough and shall, without hesitation, continue working with him in the future. Training more professionals to support families and private clients will benefit offices like ours. "
"Training more professionals to support families and private clients will benefit offices like ours. The initiative to share the knowledge and experience on a broader scale can only help in wealth creation and protection and we wish them all the best in this project."
"World class training from a very professional Swiss organisation, assisted me to develop the tools and know-how to deal with and provide added value services to my existing clients. It also enhanced my skills, experience & confidence to attract and acquire new clients that I did not have access to previously."
The Private Wealth & Family Office Association established in Switzerland, in collaboration with The Financial Services Institute, is pleased to announce a bespoke 16 evening training programme in private wealth management, protection, growth and succession planning.