Join us in building the number one platform for Private Wealth & Family Office Services
The PWFO Association is a community of professionals joining forces to become protectors of private clients and families
Member Benefits
Developed by Swiss Professionals your membership provides you with everything that you would need to operate within the Private Wealth & Family Office world.
Features
- Discounts on all Courses & Events - (including up to CHF500 on the PWFO flagship course).
- Access to the PWFO Archive - Research, reports, forms, agreements, sales collateral, etc
- The Career Roadmap for Professionals - Personalised career advice in the Post Covid world
- Use of the PWFO Swiss Certified designation - Fellow members can set themselves apart
- Continuous Professional Development (CPD) - The latest exclusive Training
- Networking Opportunities - Mastermind groups, webinars, business events,
Options
We look forward to welcoming you to the association
Frequently Asked Questions
The Private Wealth & Family Office (PWFO) Association is a community of members joining forces to become protectors of private clients and families by providing services that incorporate Swiss Standard and United Nations Sustainable Goals in wealth creation, protection, growth and succession planning.
The aim of the Association is to take a successful business model pioneered by Swiss Private Wealth & Family Office experts and pass it on to professionals who are keen to develop their client base or network, to expand into more lucrative business areas and to develop their reputation as trusted advisors.
Constituted on the 21st September 2018 and governed by articles 60 et seq. of the Swiss Civil Code we currently have in excess of 500 associates.
In addition to providing relevent and up to date practical courses, tools and support; the association assists members to draw a Career Roadmap that (as well as fitting in with their current career and lifestyle) can guide members to capitalise on some of the opportunities that are presenting themselves.
A few potential Career Opportunities that the PWFO Association can assist and support you in realising and securing:
- Setup your own family's Family Office.
- Setup a single Family Office for a High or Ultra Net Worth Family.
- Open up a Private Wealth and/or Family Office division within your firm.
- Open up new markets outside your current location.
- Offering B2B Consultancy Services to Financial and Non-Financial Services firms and organisation.
- Setup a multi-Family Office.
- Join a Family Office.
- Move jobs into Private Wealth or Private Banking.
- Become a "Partner in Learning".
- Teaching Financial Education.
- Provide real-time professional consultancy to regulatory bodies, trusts and non-governmental organisations.
The PWFO Association provides a range of services that support, promote, form and train qualified professionals to provide Private Wealth and Family Office solutions. These include:
- Online courses
- Classes & Workshops
- Private Coaching
- Webinars
- Office solutions
- International Networking Opportunities
- Marketing & Branding
- Conference Support
- Professional Sales Support
Due to competition from artificial intelligence and the global economy; professionals are under ever increasing pressure to find new sources of business. For that, new tools and ideas are required.
As individuals and families continue to lose trust in the traditional Financial Services, 'Family Offices' as well as the Family Office Market will continue to grow.
Specifically because of their professionalism and experience, professionals are in a unique position to service this market.
The PWFO association provides a tried and tested vehicle to allow professionals to use their skills to move into and profit in and from this rapidly growing market.
There are currently 2 categories of PWFO membership.
- PWFO Associate Member - These are qualified professionals who have not yet been granted Fellow Member status yet.
- PWFO Fellow Member - These are qualified professionals who have been granted permission to practice as a PWFO - Swiss Certified.
Permission can be obtained through the PWFO Association Governing Body either by successful completion of the 12-Step PWFO Course or by demonstration of professional competence in the field of Private Wealth & Family Office Services.
A Bit About The Founder
Ayoob Rawat is an international Chartered Accountant with over 40 years' experience in banking and finance. He is the Swiss contact member for the Institute of Chartered Accountants (ICAEW) in England and Wales and was nominated its first Chairman for that Country's Association.
Over the last 25 years, he has safeguarded more than $30B in assets of Private Banking Families, Ultra and High Net Worth Individuals, Entrepreneurs and Private Clients first as CFO of Discount Bank and Trust Company Limited (now Union Bancaire Privée) then as a multi-family office.
He has been practicing as a specialist in Private Wealth & Family Office (PWFO), and this long and enriching experience in PWFO has inspired him to create courses and workshops that target a niche audience consisting of financial services, finance, and accounting professionals.
Options
We look forward to welcoming you to the association
Contact Us
Address: Champel, 1206 Geneva, Switzerland
Telephone: +41 22 347 2467
Email: [email protected]
LinkedIn: PWFO LinkedIn Group
Facebook: PWFO Facebook Group
