Fundamentals: Core industry knowledge designed for those newer to family wealth management, or for those seeking a refresher in key areas. Especially relevant for new staff and family members.
Technical: Up to the minute knowledge in specialty areas of wealth management, plus expert tactics for evaluating and using it. Best for experienced professionals with a working understanding of the subject at hand. Especially relevant for executives and subject area specialists.
Strategic: Case-based study and discussion for firm and family leaders, focusing on the complex and integrated issues of multigenerational family wealth management. Especially relevant for family office leaders, experienced family leaders, MFO leaders.
