PRIVATE WEALTH AND FAMILY OFFICE AS A BUSINESS

By the end of this Module and after having completed the Essential Reading, the candidate should be able to:
• Explain how a PWFO career involves offering ethical and professional services.
• Understand the objectives of a PWFO.
• Discuss the different career options that are available to a PWFO.
• Explain the services that a PWFO can offer.
• Explain the separation of duties of a PWFO in carrying out PWFO services.