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.
But before we jump into the details, here are two of the main reasons why The Private Wealth and Family Office Market is exploding.
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.
Specifically because of their professionalism and experience, professionals are in a unique position to service this market.
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."
"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."
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:
Membership of the prestigious PWFO Association - Swiss Certified
TOTAL VALUE: CHF1500
TODAYS PRICE: CHF97 or CHF120 for everything payable either annually or monthly
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:
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.
Private Wealth & Family Office Association – Swiss Certified
Address: 37-39 Avenue Duma, Champel, 1206 Geneva, Switzerland
The Swiss Association for Financial Services, Finance and Accounting Professionals providing Family Office services.