Welcome to the Private Wealth &

Family Office Association

Become a Thought Leader

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.

Join us

Online Course:

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

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Other Courses

Wealth Services & Family Office 3.0 (Project Based Learning) - Flagship Course
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An Introduction to the World of Private Wealth and the Family Office    xxxxxxxx                             
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Mapping Your Career in the Wealth Services and Family Office Sector       xxxxxxxxxxxxx                        
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The Professional Career Roadmap   xxxxxxxxxxxx xxxxxxxxxxxx xxx xxxx xxx
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All Courses..

Latest Blogs

Newsletter 6 - June 2024

Jul 02, 2024

Be determined to alter your financial destiny

Jun 24, 2024

Family values underpin enduring success.

Jun 24, 2024

Leveraging Reporting Software for Success

Jun 24, 2024

View all blogs

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. 

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Our team

Thought leaders

Programs


Thought Leader Program

Entrepreneurship Program

Apprenticeship Program