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

AI does not decide who matters. We do.

Trust is often spoken about. But it is not created by words. 23

Fiduciary always ask what produces the best outcome for my client?

Financial success is rarely the result of one brilliant decision.

Without structure, responsibilities can become unclear.

Sep 28, 2026

Why the Name “Nexus” Matters to PWFO

Apr 01, 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