What is stopping you from expanding your business as a financial, finance and/or accounting professional? Could it be any of the following reasons...
If you face any of the challenges above, then you're in luck because we have a way out!
Take your career to the next level by becoming a member of the Private Wealth & Family Office (PWFO) Association, an elite community of global Family Office and Private Wealth management providers.
We equip financial professionals with a wide range of training, tools and support to enable them to provide quality Private Wealth & Family Office services to clients all over the world.
We are a Swiss organisation, hence, we come from a country renowned for being the mother of Private Wealth and Family Office Services.
When you join our hand-picked community of professionals, you get to enjoy the following benefits and more:
When you become a part of the PWFO family we will provide you with these prestigious packages:
Professional marketing for your products, services, offer or profile via an online page that we will produce and send to 3 of our handpicked contacts.
Expert career advice tailored to your lifestyle and personality.
Connect with our ever-expanding community on Facebook, Twitter, LinkedIn and Instagram.
Attend a one-hour live weekly session where we take questions and reveal PWFO secrets to our members.
Access to our networking events and discounts on PWFO products and services.
Unrestricted access to the PWFO suite of tools, videos, audios, forms, templates, software solutions and reviews.
"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."
"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."
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:
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.
Private Wealth & Family Office Association – Swiss Certified
Address: 37-39 Avenue Duma, Champel, 1206 Geneva, Switzerland
The Swiss Association for Financial Services, Finance and Accounting Professionals providing Family Office services.