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Qualify as a Private Wealth & Family Office Practitioner Programme 3.0

(PWFO - Swiss Certified)

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

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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.

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Are You Ready to Become A Private Wealth & Family Office (PWFO) Practitioner?

Maybe you are qualified professional currently earning (or on the way to earning) good money but not quite where you imagined you would be.

All professionals worry about losing or acquiring clients, financial security, the direction of their careers, automation & globalisation devaluing their profession, etc.

Who currently serves the private affairs of the High (& Ultra High) Net Worth Individuals & Families?

The big corporations want people to think that they are the only ones that can serve this highly rewarding but simple market. This is not true.

  • Is the system really working at the moment?

  • Are you the hard working qualified professional really receiving value from the current system?

  • Is the client getting the best service for the amount of money they are paying?

We are the Private Wealth & Family Office Association and we are saying that the best people to serve the private wealth of high end clients are practicing professionals. Not through the big corporations, but through a Private Wealth & Family Office (PWFO - Swiss Certified) practice.


What Is The Private Wealth & Family Office (PWFO) Practioner Programme 3.0?

Developed by the Swiss Certified PWFO Association, the programme provides everything that you would need to operate as a Private Wealth & Family Office practice within a few months.

 

The Programme Includes

  • The Flagship Course - is a practical project-based learning (PBL) approach course written and developed by PWFO Founder, Expert & President Ayoob Rawat. In 12 modules, the course provides a step-by-step practical guide of how a successful Private Wealth & Family Office Practice was created and managed.
  • Membership of the Association - The PWFO Association is a fast growing community joining forces to become protectors of private clients and families in wealth creation, protection, growth and succession planning.

 

  • Professional Coaching & Mentoring - To plan, support and customise the programme for you in your journey to become a successful Private Wealth & Family Office practice.

What Our Clients & Members Are Saying About Us

"I have worked with Ayoob Rawat, Chartered Accountant for over 15 years and during that time, he has proved to be an invaluable addition to my team. Looking to protect my investments and looking after my tax affairs. Apart from his professional and friendly service, I have been particularly impressed with his knowledge of the investment world and how to support and protect investors. I have no hesitation in recommending Ayoob Rawat as a trainer to anyone looking to learn Private Wealth and Family Office Services."


"We are a family investment company in Israel and have been supported by Ayoob Rawat, Chartered Accountant for many years, Ayoob Rawat has predominantly supported my Family Office in terms of global reporting, liaising with banks and investment managers as well as monitoring the risk-return performance of our investments. He has been, without fail, professional, organized and carried out all tasks allocated to him. He also kept us informed by providing regular progress reports on our investment portfolio, keeping us up to date, even when often faced with very tight deadlines, I cannot recommend Ayoob Rawat highly enough and shall, without hesitation, continue working with him in the future. Training more professionals to support families and private clients will benefit offices like ours. "



More Client  & Member Testimonials

"Training more professionals to support families and private clients will benefit offices like ours. The initiative to share the knowledge and experience on a broader scale can only help in wealth creation and protection and we wish them all the best in this project."


"World class training from a very professional Swiss organisation, assisted me to develop the tools and know-how to deal with and provide added value services to my existing clients. It also enhanced my skills, experience & confidence to attract and acquire new clients that I did not have access to previously."



The Full Offer

  • "Qualify as a Private Wealth & Family Office Practitioner 3.0 Course" 

>>An online 12 module course providing a step-by-step practical guide of how to become a Private Wealth & Family Office Practitioner. CHF2,400.

  • The first 12 months Membership of the PWFO Association
    >>As a member of a professional Swiss family-office body you will be set apart, thus opening up a range of international networking opportunities. See the FAQs for the types of membership. CHF200
  • Professional Coaching & Mentoring: 
    >>3 hours with the senior members of the team in order to plan, support and customise the programme around you. CHF1,000

TOTAL COST: CHF3,600 
OFFER PRICE: CHF2,400 [33% discount!]  

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Frequently Asked Questions

A "Private Wealth & Family Office" (PWFO) is an individual or firm which provides independent, financial & non-financial services to (typically High & Ultra High Net Worth) individuals, families and organisations.

The core objective of a PWFO is to support the provisions of a holistic independent accounting service that supports clients’ wealth related decisions in:

  • Creation
  • Safe-guarding
  • Risk-return Performance
  • Succession Planning
  • They never provide Financial Advice on investments, instead the role of a PWFO is to oversee their clients' personal wealth management.

This may involve working with investment advisers, custodians, and lawyers to ensure that the client has the most suitable products and services for their lifetime objectives

Here is an example of some typical PWFO services that have added 60% to the fee charged to an existing HNWI client.

  • Review all of their mandates and contracts with their service providers, banks, notaries, lawyers and others
  • Manage and archive all of their management mandates, contracts, statements, returns, etc.
  • Monitor accounts to ensure compliance with client strategy.
  • Full professional due diligence on all new investments, contractors, advice and business plans.
  • Verifications and negotiations of fees & expenses with providers and custodians.
  • Consolidation of accounts and different positions to give the client an overview of their financial position.

A Bit About The Founder

Ayoob Rawat is an international Chartered Accountant with over 40 years' experience in banking and finance. He is the Swiss contact member for the Institute of Chartered Accountants (ICAEW) in England and Wales and was nominated its first Chairman for that Country's Association.

Over the last 25 years, he has safeguarded more than $30B in assets of Private Banking Families, Ultra and High Net Worth Individuals, Entrepreneurs and Private Clients first as CFO of Discount Bank and Trust Company Limited (now Union Bancaire Privée) then as a multi-family office.

He has been practicing as a specialist in Private Wealth & Family Office (PWFO), and this long and enriching experience in PWFO has inspired him to create courses and workshops that target a niche audience consisting of financial services, finance, and accounting professionals.

Upon successful completion of this course, a candidate is eligible to be granted membership to the prestigious Swiss Civil Code constituted association, which grants the Swiss Certified Label.

Contact Us

 

 

Address: Champel, 1206 Geneva, Switzerland

 

Telephone: +41 22 347 2467 

 

Email: [email protected] 

 

LinkedIn: PWFO LinkedIn Group

 

Facebook: PWFO Facebook Group

 

 

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