merger merger

Welcome to your new course portal!

On October 15th, moved to - which means you can now find all your favourite courses right here. Don't worry - you can still do all the things that you could do before.

All you need to do is search.

Show as: Mobile

How does COVID-19 impact education? See what we're doing to help our learners.

Managing Family Office & Wealth

Eureka Financial
Course summary
2 days
1,495 - 1,700 GBP
Full time
Professional Training
Next available date: 22/06/2020 10:00 - Online courses
Course Dates
Online courses
22/06/2020 10:00 
1,495 GBP
01/10/2020 09:00 
1,700 GBP

Course description

Managing Family Office and Wealth - 2 day course in London 

Due to the current travel restrictions there is a unique opportunity to attend this course as a live online programme delivered over 4 x 3.5 hour sessions in June - on 22, 24, 29 Jun, 1 Jul (1 course consist of 4 sessions); and it's cheaper than ever before! The programme is delivered by a senior family office expert with over 20 years of international experience. Contact us for more information and to register. 

Classroom edition in London will be on 1-2 Oct 2020. Register Early for Special Offer. 


Managing Family Office & Wealth - Financial training course with Eureka Financial

Learn approaches for preserving family wealth and managing a modern family office. This two-day programme for family members, family office representatives and wealth managers explores the best strategies for preserving family wealth and managing a modern family office. 

You will have a chance to explore the family governance mechanisms, intergenerational wealth transfer, managing complexities of international wealth mobility and succession planning. You will also learn about the operational settings and asset allocation, cost and risk management, tax advisory and philanthropy.

Conducted by a family office expert with many years of providing services for high net worth clients worldwide, this course focuses on the latest  market trends and effective wealth preservation strategies.

COVID-19 Update

This provider offers an online version of their classroom courses

Do you have questions about COVID-19 in relation to this course?

At we are committed to helping everyone who wants to learn, to learn. So are our trusted partner providers.

Get in touch on this page to find out whether there are any changes to this course in light of COVID-19.

Family Office Course content

  • Structuring of family office and governance mechanisms
  • Developing the family “mission and values”
  • Dealing with complex family structures
  • Understanding change over the life cycle of family businesses and succession planning
  • Mobility of wealth & the family business
  • Intergenerational wealth transfer
  • Services provided by a family office
  • Selecting advisors and cost management
  • Asset allocation mechanics and optimisation
  • Investments of passion
  • Tax management and advisory
  • Performance measurement and reward systems
  • Wealth structuring and fiduciary services
  • Financial planning
  • Philanthropy
  • Reputation management
  • Valuation of the family business
  • Current challenges and the changing role of the family office


Teaching method

This is a highly practical course with many real life case studies and exercises. Tutor will be focused on teaching practical strategies that can be taken back to your business and put into immediate effect.

You will benefit from comprehensive take away course documentation.

In order to help us establish your individual and business concerns, you will be asked to fill pre-course questionnaire.

Because of the nature of the course the number of places is limited and will be filled on first come, first accepted basis. We advise to book in advance in order to avoid disappointment.

Suitability - Who should attend?

This Family Office Workshop is suitable for Heads and Members of:

  • Family Members
  • Multi and Single Family Office Representatives
  • Wealth Managers
  • Private Bankers
  • Client Relationship Managers
  • Consultants
  • Heads of Family Services
  • Financial Planners

Outcome / Qualification etc.

Upon completion of this workshop course, delegates will be prepared to:

  • Have an in-depth practical understanding of the structure of a family office and effective family office management approaches
  • Learn about family governance mechanisms 
  • Explore how to structure wealth and manage intergenerational wealth transfer
  • Manage family office from choosing an advisor, to cost and reputation management as well as asset allocation strategies
  • Implement asset allocation strategies
  • Explore different services provided by family office and how to arrange them
  • Understand the latest changes in the wealth management sector


Successful completion of this course earns a Course Certificate.


The cost of this Managing Family Office & Wealth 2-day course is  

Online session: Early Bird until 31 May: £1495 +VAT. Regular Price: £1695 (+VAT).

5% discount for 2 and 10% for 3 people. If you are based outside of the EU, there's no VAT for online training.

Session in London: Early Bird until 30 Jun £1700 + VAT and then gradually going up to £2095 + VAT.

Group Discount

 5% discount for a booking of 2

10% discount for a booking of 3

    In-House Training

    If you have a team of 4 or more this course can be customised and organised in-house at your convenience. We can also deliver this programme as live online training - contact us to discuss your requirements. 

    About provider

    Eureka Financial - Financial Training, Leadership & Management Development Courses

    Eureka Financial - Expert in Banking and Finance, Regulatory, Risk and Wealth Management Training

    Eureka Financial is a provider of banking, finance, regulatory, risk and wealth management training courses. We also offer some business management and soft skills training programmes. Based in London, UK, we organise public courses in London as well as tailored in-house...

    Read more and show all courses with this provider

    Request info

    Fill out your details to find out more about Managing Family Office & Wealth.

      Contact the provider

      Get more information

      Register your interest


    Average rating 5

    Based on 9 reviews

    J.L., MD, Ledmore Capital, UK
    Really, really interesting!
    A.A., Vice Chairman, Capital Express Assurance Global, Nigeria
    Great, really enjoyed it
    J.H., Director, Wide Growth, Hong Kong
    Very informative programme and a great trainer.
    Request Information

    Find out more about this Managing Family Office & Wealth course - simply fill out your details:

    Course rating
    Based on 9 reviews
    U.K. L&D Report: 2019 - Benchmark Your Workplace Learning Strategy

    Are you curious about the L&D strategies of some of the U.K.'s top companies?

    Find out what they're up to in's second annual U.K. L&D Report!


    Learn more

    Similar Courses