Welcome to PWFO: The Private Wealth & Family Office Association

The tools & strategies you need to provide Swiss Certified solutions in wealth & family office services

Qualify as a Private Wealth & Family Office Practitioner Programme 3.0

Enhance your professional career by providing Private Wealth & Family Office Services as done in the home of Private Wealth Management - Switzerland.

This programme will provide you with the skills, tools and support to create and capitalise on the fantastic opportunities that are arising in the Private Wealth & Family Office world.

Enhance your professionalism with the key skills and techniques needed to succeed in the world of independent Wealth & Family Office Solutions.

50-70 hours

Training - Online

12 x 30 minute

Weekly sessions

More Information

The wealth industry is evolving.

Why the Name “Nexus” Matters to PWFO

AI does not decide who matters. We do.

2. Same rules, different capacity

Legacy Needs Structure

Apr 17, 2026

Family Series Media, Technology, and the Family – Week 5

Jan 27, 2026

Our Programmes

The SEVEN Fundamental Process - Wealth Services & Family Office - CFO Model Offer

CHF 1397.00

The Wealth Game - (Mapping) Your Journey to Financial Security

497.00 CHF

Introductory Guide to Wealth Services and Family Office Offer

Free

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Programmes

(Mapping) Your journey to Financial Security - The Wealth Game

Wealth Services and Family Office 3.0