Qualify as a Private Wealth & Family Office Practitioner Programme 3.0
Enhance your professional career by providing Private Wealth & Family Office Services as done in the home of Private Wealth - Switzerland.
This programme will provide you with the skills, tools and support to create and capitalise on the fantastic opportunities that are arising in the Private Wealth & Family Office world.
Are You Ready to Become a Private Wealth & Family Office Practitioner?
Maybe you a are qualified professional currently earning (or on the way to earning) good money but not quite where you imagined you would be.
All professionals worry about losing or acquiring clients, financial security, the direction of their careers, automation & globalisation devaluing their profession, etc.
Who currently serves the private affairs of the High (& Ultra High) Net Worth Individuals & Families?
The big corporations want people to think that they are the only ones that can serve this highly rewarding but simple market. This is not true.
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Is the system really working at the moment?
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Are you the hard working qualified professional really receiving value from the current system?
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Is the client getting the best service for the amount of money they are paying?
What we are saying it that the best people to serve the private wealth of high end clients are practicing professionals. Not through the big corporations, but through an independent fiduciary professional.
What Is The Private Wealth & Family Office (PWFO) Practioner Programme 3.0?
Developed in Switzerland by a Single & Family Office, the programme provides everything that you would need to operate as a Private Wealth & Family Office practice within a few months.
The Programme Includes
- The Flagship Course - is a practical project-based learning (PBL) approach course written and developed by PWFO Founder, Expert & President Ayoob Rawat. In 12 modules, the course provides a step-by-step practical guide of how a successful Private Wealth & Family Office Practice was created and managed.
- Professional Coaching & Mentoring - To plan, support and customise the programme for you in your journey to become a successful Private Wealth & Family Office practice.
What Our Clients & Members Are Saying About Us
"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."
More Client & Member Testimonials
"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 Full Offer
"Qualify as a Private Wealth & Family Office Practitioner 3.0 Course"
>>An online 12 module course providing a step-by-step practical guide of how to become a Private Wealth & Family Office Practitioner. CHF2,400.
Professional Coaching & Mentoring:
- >>3 hours with the senior members of the team in order to plan, support and customise the programme around you. CHF1,000
TOTAL COST: CHF3,400
OFFER PRICE: CHF2,400 [30% discount!]
Frequently Asked Questions
A "Private Wealth & Family Office" (PWFO) is an individual who has obtained special training or education to provide an independent, financial & non-financial services to individuals, families and organisations to develop an integrated wealth strategy. He always act in a fiduciary capacity and is the protector and guardian of private clients and families wealth.
- Wealth Check - Full professional due diligence on all investments, contracts, advice and business plans.
- Due Diligence on "investment managers" and other service providers.
- Mandates and Contract Reviews with service providers, banks, notaries, lawyers and others, past performance,
- Monitoring Costs and Performance as negotiated in the agreed mandate.
- Recording, Controlling and Monitoring.
- Management and archiving of all management mandates, contracts, statements, returns, etc.
- Monitor accounts to ensure compliance with client strategy.
- Verification and Negotiations of fees & expenses with providers and custodians.
- Certification - Service providers are obliged to get their "costs" and "risk-return performance" certified by a PWFO.
- Consolidation of accounts and different positions to give the client an overview of their financial position.
A Bit About The Trainer
Ayoob Rawat is an international Chartered Accountant with over 40 years' experience in banking and finance. He is a Certified Financial Instructor and the Swiss contact member for the Institute of Chartered Accountants (ICAEW) in England and Wales, for which he was nominated its first Chairman.
Over the last 25 years, he has safeguarded more than $30B in assets of Private Banks Families dynasties, Ultra and High Net Worth Individuals, Entrepreneurs and Private Clients first as CFO of a Swiss Private Bank then operated a Single Family Office then as a Multi-Family Office Practitioner.
While practicing, he felt the need to develop a user-friendly global portfolio reporting software and therefore co-founded ClearVision, a software that serves the needs of Family Offices, Pension Funds, Private Banks, and Trust Companies.
His long and enriching experience has led to a vision which is to make more people financially secured by the promotion of continuing education in Financial literacy, Personal Finance Planning, Financial Career Planning, in Private Wealth and Family Office by developing project-based courses, workshops, and conferences.
This course is out of a series that will be delivered by Ayoob Rawat and his Partners in Learning.
