Newsletter 1 - July 2022


Introducing PWFO Thought Leaders

The Thought Leaders Initiative will energise our members, inspire them, add value by sharing insider knowledge, offer them a new perspective, break up the more routine aspects of what we have been doing.

Latest news:

Private Wealth & Family Office Swiss Certified is delighted to announce that so far 10 Thought Leaders have joined our initiative.

Each Thought Leader is being introduced with each and every one describing the exclusive topic they will cover.

PWFO will do its best to get the Thought Leaders' publications to you regularly.

For the whole to work we hope you will also be involved by commenting as often you can.

It is through your comments that the Thought Leaders will be able to fine tune their articles to match your preferences.


Join me in wishing the Thought Leaders success.



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Family Office is the most important vehicle both for investment and education for private individuals to take matters in their own hands and fix the shortcomings in the world economy. Family offices are transforming business models that drive impacts beyond the traditional bottom line in line with the SDGs. (Extracted 7th WIF 2021).


The world has got used to believing that others will manage its money for its benefits. What happened is that those in authority have taken too much power over how that money is used and where it is invested. They have all been dazzled by Wall Street and forgot the basics. That is why the we are witnessing more families and private clients take over the management of their financial matters and that trend will continue.


Everybody should have a Private Wealth & Family Office Strategy."



Announcement:  the Thought Leaders Initiative.

The growth strategy of PWFO encompasses different initiatives. One of them is the Thought Leader approach that aims to appoint professionals of financial services who have practical experience and who will join and support PWFO in its mission.

PWFO Swiss Certified is looking to appoint high level professionals wanting to play an important role in founding a world leading designation-granting, members-benefit Association for Professionals of Private Wealth & Family Office.

The selected Thought Leaders will be knowledgeable in a particular field within the financial sector. Once the subject that The Thought Leader will be covering for the Association has been agreed, it becomes exclusive to that Thought Leader.

Besides the conventional investment categories that will be covered, like:

  • Private Wealth & Financial Planning,
  • Legal Issues in Families,
  • Wealth & Asset Management,
  • Entrepreneurship,
  • Impact Investing,
  • Block chain,
  • Rea-Estate,
  • Hong-Kong, Africa etc,

we have secured experts in alternative investments like film making and funga.

An area that PWFO was particularly keen to secure the contributions of experts on is ""Impact Investing"".

Impact investments are investments made with the intention to generate positive, measurable social and environmental impact alongside a financial return. Impact investments are investments made with the intention to generate positive, measurable social and environmental impact alongside a financial return.

Look out for the regular publications from PWFO Thought Leaders.

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