Is a PWFO a Family Office?

A PWFO Swiss Certified is a member of the Private Wealth & Family Office, an Association that encourages the professional development and continuing education of its members in the domain of financial services, in particular private wealth and family office services.

A PWFO is a Practitioner assisting clients in all the latter’s wealth matters from an accounting, controlling, and risk management perspective.

A PWFO, for the account of his/her client, selects, validate and monitor banks, asset managers, and other service providers to ensure that the client’s objectives are achieved.

A PWFO gives the clients back control back over their assets, have better visibility of the charges being incurred, and a clearer view of risk-return performances.
So a PWFO does practice as a Family Office – I did!
The mission of PWFO Association is to become:
To become the standard-bearer for the creation and protection of wealth for all private citizens and families.

Through our courses, you will learn the secrets of Private Banking Families, shared with the author.


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