NEXT STEPS

Next Steps:

• The Private Wealth & Family Office Association Website: https://www.pwfo.org/

• ”Qualify as a Swiss Certified Private Wealth & Family Office Practitioner in 12 practical step by step lessons” Application Form: https://pwfo.mykajabi.com/store/zoTMxfLF

• “The 5 Know Yourself” Online Questionnaire: https://docs.google.com/forms/d/e/1FAIpQLSfW7Q5i3BOTB4gxd1CpwPcHlEiNEgUj4us7ppKEMCTiC2yNYg/viewform

• “The Goals & Aspirations” Questionnaire: https://docs.google.com/document/d/1w5y26qwkmGJMKHa8kJ_pWJydLTxoWiYjc_dGSDv5pzQ/edit

• Zen Masterclass: New clients: how to find, recruit & service the right ones:

• Frequently Asked Questions: https://www.pwfo.org/pages/faq

• PWFO LinkedIn Page: https://www.linkedin.com/company/private-wealth-accountants/

• PWFO Facebook Page: https://www.facebook.com/Private-Wealth-and-Family-Office-Association-Swiss-Certified-1903857089635335/notifications/

• Online Version of this Page: