Welcome to the Private Wealth &
Family Office Association
Join the community to contribute and receive thoughts, inspiration, ideas and guidance on getting ahead in the world of Wealth & Family Office Services.
An Introduction to the World of Private Wealth and the Family Office
Whether you are searching for a job, a new opportunity or looking to start your own business in this space, this program provides the fundamentals to succeed. Everything You Need to Understand the Fundamentals to the World of The Family Office and Private Wealth
Practical Assignments
5 Skill Building Assignments
Self-Paced
Progress at your own speed
Timing
30-60min per day
1 on 1 Support
15-30 min call with the team
An Introduction to the World of Private Wealth and the Family Office
Mapping Your Career in the Wealth Services and Family Office Sector
Bespoke Private Wealth & Family Office Training - Coming Soon
The Family Office Fast Track Program - Coming soon
Set up your Private Wealth & Family Office Practice in 9 steps!
Setting up a private wealth and/or family office practice can be challenging.
The Wealth Game: Your Net Worth. Why is net worth so important?
Extract from ‘The Wealth Game – An Ordinary Person’s Companion. By Peter Alcaraz, writer, and creator of The Wealth Game.
How can I make money as a Private Wealth & Family Office Practitioner?
Finding Work as An Experienced White-Collar Worker
Join the community to contribute and receive thoughts, inspiration, ideas and guidance on getting ahead in the world of Wealth & Family Office Services.
The Swiss Association supporting professionals joining and navigating the blue ocean that is Private Wealth & Family Office services.
