Newsletter 1 - January 2023


PWFO is a members-benefit,designation-granting Association for Finance Professional serving Families and Private Clients. One of the benefits it provides to senior Members is assembling Thought Leaders with expertise in a specific domain of financial services. They publish articles to offer PWFO Members guidance and insight in their field of expertise.

 Find out more about the PWFO Thought Leader Program

For those who did not get the chance to read our December posts, here they are:

The reinvention of careers and occupations.
To live a meaningful life people place a relative emphasis on careers and occupations. Work and Jobs are one of the top three sources of meaning for people according to a survey conducted by Pew Research Center about the meaning of life.
It is interesting to note that the emphasis placed on careers and employment vary widely from countries for example in South Korea the emphasis placed is 6% compared to 43% in Italy.


Careers & Occupations - Read the complete post.


Financial Considerations.


GPP Serve or Sell.


Finance is not working is old news!






The Launch of a Global Professional Practice.
The current economy and finance is no longer functioning for many.

The Global Professional Practice - Financial Controllers of Wealth Services will support Private Clients & Families in creating more wealth and protecting that wealth to pass it on.

Over the last 20 years, the emergence of international associations has created a “global firm” status for SME firms, allowing them to be competitive with international firms and serve their clients when they transition from local to regional or global.

 With Switzerland’s position as a safe-haven and the home of Private Banking and The Family Office, a specialist Swiss label has worldwide appeal to professionals and firms.

The Assertions.
So the problems in wealth and finance are
1) that most end-users are not getting the best quality financial ‘advice’,
2) how to give more and more financial professionals the training skills, support and desire in order to serve more private clients & families efficiently.


PWFO is tackling these 2 problems by setting up a Global Professional Practice Association (GPPA) that will take sole practitioners, small and medium professional firms and
1) Champion them to back individuals, families and small businesses in receiving the training, support and insights in order to safeguard and grow their wealth.
2) Use the power of the association and the Swiss connection to make their businesses profitable and able to compete with other finance professionals for a full range of Wealth Services.
The goal will be to build a Swiss branded GPPA.
The GPPA will offer members professional business support (including access to Swiss private banking) with a focus on private wealth and family office.


The Swiss Association supporting professionals joining and navigating the blue ocean that is Private Wealth & Family Office services. 


Our team

Thought leaders


Thought Leader Program

Entrepreneurship Program