Perhaps you’re a qualified professional earning a good income, yet your quality of life, salary, or sense of fulfillment isn't where you feel it should be?

 It’s understandable to feel stressed about your career.   We live in challenging times, where financial and job security can often be uncertain. The Covid-19 pandemic has shown us how fragile financial systems can be. 

Globalisation, the internet, and automation are changing the way we all do business.

Sometimes this uncertainty can result in you settling down into a career rut, while your real potential goes untapped.

  The good news is the Private Wealth & Family Office sector is an excellent way to ensure both career satisfaction and financial security.

The PWFO sector is not only an extremely rewarding market, it also offers you a large pool of potential clients.

Even if you don't want to focus solely on private wealth, the knowledge skills and opportunities presented in this programme will build on your current professionalism and greatly further your career by expanding your portfolio of financial services.

If you can attain the mindset to navigate the world of PWFO, you can setup as an independent practitioner, gain a promotion in your place of work or get a better position in another organisation.

We’ve already done it ourselves. 

Our founder, who developed this course, started as a financial professional in banking, then set up his own Multi-Family Office, and learnt on the job how to best serve the private affairs of High and Ultra High Net Worth individuals (and private banking Dynasties!!).  As a CFO led organisation, we offer an independent impartiality to our clients that is much in demand. 

By training and affiliating with us, you can do the same.

It’s not just High Net Worth individuals who desperately need solid financial management.  There’s a vast ocean of people who could benefit from the skills a Private Wealth & Family Office professional can provide. 

Large corporations want to make it appear they are the only ones who are well-placed to help.  Yet often they have vested interests and will try and steer their clients in one direction or another.

As an independent professional, affiliated with the Private Wealth & Family Office Association, you'll be able to offer a more ethical, personal service to clients.  You'll be able to offer them a fairer alternative to the current system that treats them like just another number.  You can provide a service that cares for their interests, and charges fairly for services rendered.

After you complete this course, you’ll be able to offer anyone who wants to protect their financial interests with much more value.  You’ll be equipped to provide a bespoke, tailored offering that will truly address your client’s needs and concerns.

This course has been specifically designed to help professionals like yourself make the move into the world of Private Wealth & Family Office.  We know there is a huge gap in this market that is not being served by soulless corporation's sales orientated approach.

 Once you have the skills, knowledge, and accreditation this course will give you, your client opportunities are almost endless.

Nothing like this course currently exists out there.  There is nowhere else you can receive such a comprehensive introduction, paired with practical proven and tested knowledge, and extensive mentoring and support. 

You’ll also receive exclusive membership to our professional association, that carries the Swiss hallmark of financial prowess, which is admired all over the world.

At the Private Wealth & Family Office Association, one of our aims is to change the way the system currently works, as we believe both clients and financial professionals are not currently being best served. 

We want to move into a better model of service provision, one that's driven not by large corporations with their "Wall Street" mindsets, but by passionate and dedicated independent professionals.

That’s why, we‘re excited to offer you this once in a lifetime opportunity to join us and enter the coveted world of Private Wealth.

We invite you to be a part of the market disrupting model we are building by becoming our newest student...

A Private Wealth & Family Office (PWFO) Practitioner: A professional practicing and offering PWFO Services

A Private Wealth & Family Office (PWFO) Practice: A professional practice or firm offering PWFO Services

• A "Private Wealth & Family Office Practitioner or Practice is an individual or firm which provides independent, financial & non-financial services to private clients, families and organisations.
• A PWFO Practitioner assists private clients and families in all the latter’s wealth matters. This is done in a systematic and organised manner by the PWFO documenting, noting and accounting for each decision.
• A PWFO is appointed by the client to be  responsible for financial strategic planning. A PWFO selects, validates and monitors banks, asset managers, and other service providers to ensure that the they are meeting the client’s objectives investments objectives.  

A Private Wealth & Family Office (PWFO) practitioner supports individuals and families in their private wealth related decisions.

This is done by providing a holistic accounting and financial service that is 100% independent of any financial institutions and/or the management of any funds. 

Charging a fixed retainer which is negotiated in advance, a PWFO practitioner is paid only by their client and receives no third part commission.

• A Private Wealth and Family Office Practitioner is not an investment manager and does not make investment decisions.
• Appointed and paid by the client on a retainer basis, Private Wealth and Family Officer Practitioners are responsible for financial strategic planning.
• A Private Wealth and Family Office Practitioner assists clients in all the latter’s wealth matters from an accounting, controlling and risk management perspective.
• Services are provided in a systematic and organised manner.
• The PWFO Practitioner will document, note and account for each decision.
• For all investment decisions, they select, validate and monitor banks, asset managers, and other service providers to ensure that the client’s objectives are achieved,

• Information Gathering
• Risk profiling, goals and aspirations and 5 online questions
• Lifetime Cash Flow Services
• Wealth Planning
• Tax Planning
• Corporate Trust Services
• Estate and Succession planning
• Service providers due diligence
• Investment Managers due diligence
• Portfolio reporting software due diligence
• Family Governance
• Recording Monitoring and Reporting
• Forensic analysis to support a claim a client may have
• Data Guardian - management (the process of acquiring, validating, storing, protecting, and processing required data to ensure the accessibility, reliability, and timeliness of the data for its users)

In short, no, not at all.  This course has been designed to be a compliment to your professional career and will help you to enhance your job opportunities.  If you want to focus solely on the Private Wealth & Family Sector our program will certainly provide you with the knowledge, skills, and contacts to do this. 

However, many of our students have also used it to upgrade their skill set and add an in-demand ability to their portfolio of services.  Some have gone on to gain a promotion in their current place of work or have obtained a better paid position in another company, due to the increased workplace value they obtain upon course completion.

As an independent financial professional who has trained with our Association, you’ll be in the ideal position to understand the current system and the way it’s failing so many people, including non-high net worth clients.  With the deeper insight you’ll acquire, you can use your newfound skills to save your clients not only costs, but also time.  Many people today want to take advantage of the kind of expertise that will help them save both time and money, including non-High Net Worth Clients. 

The ability to impart a sense of financial security is also highly in demand, by far more clients than just the Ultra Wealthy market sector. 

As a qualified Private Wealth & family Practitioner, you’ll be perfectly placed to help protect the affairs of a financially diverse clientele, whether that be by managing their assets and the financial services they use, by protecting their current investments, or by steering them financially through tricky to navigate periods, such as a divorce or inheritance

As a Private Wealth & Family Office Provider you’ll be an independent professional working for yourself and will be able to set your own rates and payment processes.  Remember, you’ll be able to help your clients obtain significant savings on investments and products such as mortgages, enabling them to offset the cost of your fee. 

You’ll also be saving them time managing their financial affairs, and will be drastically, lowering their financial risk, which to many people is even more valuable, and is certainly a security they feel is worth paying for. 

You can offer clients your service on a contract basis, allowing them to pay you a basic retainer so they can access your help whenever they need to.  You can always add on extra for surplus services required. 

As well as this, if in the long term a client stands to benefit financially, but can’t afford to pay your full fee upfront, you could even negotiate a mutually satisfying arrangement with them where you will be compensated for your initial work for them.  These kinds of arrangements can allow you to dramatically expand the portfolio of clients you can take on.

Other points to consider:

• The costs associated with on-boarding a HNWI individual is higher than one who is not.
• A PWFO practitioner never receives commission or kick backs from 3rd parties be they banks, insurance companies, pension advisors or lawyers. The PWFO practitioner will explicitly ensure that any commissions for introductions are paid to the client to fund the PWFO practitioners fees.
• What is crucial to remember is that by helping your client grow when they own less make them doubly loyal when their wealth increase.
• Sometime instead of fees you have to think in terms of value!!!

Yes, many places.  The skills of a PWFO professional are needed in the financial and legal world, particularly in banking, but also in many sectors, such as investments, accounting, Inheritance, trusts, etc…

Not only that, but we’ve also learnt that due to the Covid-19 pandemic, governments around the world are now allocating budgets for financial education. This is to mitigate many of the problems we have seen occur because of the shutdown.   Professionals such as Private Wealth & Family Office practitioners will soon be required by Governments and other organisations to train individuals and companies to better manage their affairs and avoid bankruptcy, collapse, etc…