Put Yourself Ahead of the Curve And Take Your Career to the Next Level!
Join A Hand-Picked Community of Financial Service Providers By Becoming An Elite Financial Protector of Private Clients And Families!
Step ahead of the curve and equip yourself with the expertise that can shoot your career ages ahead of your competitors. Learn to incorporate Swiss Standards and United Nations Sustainable Goals into your practice and become a leading service provider today!
The World of 'Private Wealth' & 'The Family Office' is Yours For the Taking
Over the years, due to the introduction of Artificial Intelligence, Fintech and Globalisation, large chunks of business are being taken away from professionals.
Technology moves ahead and changes everything so quickly that those who do not adapt are left behind.
Professionals these days need the latest tools and backup to support their position and offer protection to their clients.
To solve this problem, the Private Wealth & Family Office Association has been developed to equip you with the latest tools, ideas and support to flourish in this competitive market.
What Makes the Private Wealth & Family Office Market a prudent Choice for you to Explore?
But before we jump into the details, here are two of the main reasons why The Private Wealth and Family Office Market is exploding.
Time to Build Trust
As individuals and families continue to lose trust in the traditional Financial Services, 'Family Offices' and the Financial Education "space" will continue to grow.
A Campden Research article (full article) published in July 2019 gives an excellent overview of the size of the market and its outlook.
Professionals Required
Specifically because of their professionalism and experience, professionals are in a unique position to service this market.
Why Become PWFO - Swiss Certified
Due to its history, neutrality and renowned discretion, Switzerland has become synonymous with Private Wealth and Family Office Services.
By becoming a member of the Private Wealth & Family Office (PWFO) Association; you will be associating yourself to a Swiss constituted entity that 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.
You will be taking your career to the next level and differentiating yourself from other finance professionals.
"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."
Riana Marianne
Accountant
"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."
O.R.
Private Banker
Benefits of Associating Yourself with PWFO As a Member
The 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.
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.
Features
Membership of the prestigious PWFO Association - Swiss Certified
The Career Road Map for Professionals - Provides personalised expert career advice
Access to our Social Media pages - We are currently on Facebook, Twitter, LinkedIn and Instagram.
A Personalised Sales Campaign - That will be sent to you as well as sent to 3 of our handpicked contacts.
Free Weekly webinar - In this one hour live weekly session we will take questions and reveal PWFO secrets.
Discounts, Priority Invitations and Exclusive Content - On everything to do with PWFO
Access - to the PWFO suite of tools, videos, audios, forms, templates, software solutions and reviews.
HERE'S EVERYTHING YOU'LL GET
- 12 months Membership of the PWFO Association - As a member of a professional Swiss family-office body you will be set apart, thus opening up a range of international networking opportunities. See the FAQs for the type of membership. CHF200
- The Career Roadmap for Professionals. CHF100
- Access to out Community led Social Media. CHF50
- A Personalised Sales Page/Campaign. CHF500
- 1 Hour Weekly FAQ Webinar. CHF300
- Access to a range of ever-updating tools, videos, audios, forms, templates and reviews. CHF250
- Discounts, Priority Invitations & New Exclusive Content. CHF100
TOTAL VALUE: CHF1500
TODAYS PRICE: CHF97 or CHF120 for everything payable either annually or monthly
Frequently Asked Questions
A "Private Wealth & Family Office" (PWFO) is an individual or firm which provides independent, financial & non-financial services to (typically High & Ultra High Net Worth) individuals, families and organisations.
The core objective of a PWFO is to support the provisions of a holistic independent accounting service that supports clients’ wealth related decisions in:
- Creation
- Safe-guarding
- Risk-return Performance
- Succession Planning
- They never provide Financial Advice on investments, instead the role of a PWFO is to oversee their clients' personal wealth management.
This may involve working with investment advisers, custodians, and lawyers to ensure that the client has the most suitable products and services for their lifetime objectives
Here is an example of some typical PWFO services that have added 60% to the fee charged to an existing HNWI client.
- Review all of their mandates and contracts with their service providers, banks, notaries, lawyers and others
- Manage and archive all of their management mandates, contracts, statements, returns, etc.
- Monitor accounts to ensure compliance with client strategy.
- Full professional due diligence on all new investments, contractors, advice and business plans.
- Verifications and negotiations of fees & expenses with providers and custodians.
- Consolidation of accounts and different positions to give the client an overview of their financial position.
Private Wealth & Family Office Association – Swiss Certified
Address: 37-39 Avenue Duma, Champel, 1206 Geneva, Switzerland
Telephone: +41 22 347 2467 ; Email: [email protected] ; Web: www.pwfo.org
The Swiss Association for Financial Services, Finance and Accounting Professionals providing Family Office services.
Join today
and become one of the early members of the Swiss Certified Private Wealth & Family Office Association
