(Live Face to Face & Zoom) Introduction to Family Offices

Over the years, family offices have been playing an increasingly dominant role in the world of private wealth management. But what exactly is a family office, and should every family have one?

A family office is in simple terms, a privately held company set up by ultra-high-net-worth individuals (“UHNW) to manage their business interests and investment portfolios with the goal being to effectively grow and transfer wealth across generations. There are many different structures and variables to consider first, therefore careful planning is required to ensure a family’s wealth can thrive over time. This course will provide an introduction to family offices, exploring what they do, the different structures and important practical considerations.

The speaker will also provide his own experiences and insights on trends in the family office industry. Mr. Grasby has more than 20 years’ post qualification experience in a wide variety of areas predominantly with a focus on private client and private wealth.

Detailed Information

Highlights of the course include:

  • What is a family office?
  • What are multi-family offices?
  • Why should a family set up a family office?
  • What does a family office do?
  • How to set up and operate a family office?
  • Licensing regime for family offices?

Registration Conditions

To view our registration conditions click HERE.