CFWM - CERTIFIED FAMILY WEALTH MANAGER
Most of the world's economy is comprised of family controlled firms. It was noted, in a recent survey by a renowned consultancy firm, that the majority of family business owners would like to see their business transferred to the next generation, it is estimated that 70% will not survive into the 2nd generation and 90% will not make it to the 3rd generation.
This 5-day program addresses the special issues of family enterprises, including succession plan, governance, strategy, family characteristics, culture and philanthropy. The course will benefit those from business-owning families who aspire to be their own family wealth manager as well as their financial advisors. This is a highly intensive and practical focused course that will involve lots of case study analysis, group discussions, assignments and presentations on new ideas in family enterprise and wealth.
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