Newsletter 5 - May 2024

Welcome to the May newsletter where we highlight our Thought Leader program, recap our latest posts and share some exciting news from PWFO! 




New Launch 


We are proud to announce that our Private Wealth and Family Office course has been launched by LexCorp Training Institute (LCTI) , which is an established training institution in Mauritius.

You can view a video of the event by clicking here.


 PWFO Community


PWFO is excited to announce the development of a “Community” feature within our all-in Kajabi platform. This dedicated space is being designed for Thought Leaders to engage more effectively - publishing their thoughts, initiating discussions, responding to queries, exchanging insights, and forging connections with members. Once this feature is fully operational, we will invite each of you to transition to this new environment and continue to assist and empower you to cultivate your own vibrant communities.



PWFO is a members-benefit, designation-granting Association for Finance Professionals serving Families and Private Clients. One of the benefits it provides to 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 





In case you missed our April posts, here's a recap: 



Our Family Office Ready Program is your gateway to success in this exclusive segment....



Our program delves into effective techniques that resonate with Private Clients and Family Offices, ensuring your message hits the mark....



Soft skills are the subtle, often intangible traits that enable you to handle not just data and financials, but people and emotions effectively...    

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

Apprenticeship Program