Priority & Retail Banking Certified Adviser (PRCA) Level 2 - Client Advisory (Sales Strategy)
2024-09-24 - 2024-09-30

Certified Compliance Officer - Foundation Compliance – Risks, Ethics and Culture
2024-09-25

Priority & Retail Banking Certified Adviser (PRCA) Level 2 - Wealth Advisory (Client Investment Suitability and Product Solutions)
2024-09-25 - 2024-09-30

Compliance Module - Compliance Strategy, Policy and Advice
2024-09-26 - 2024-09-27

Certificate in Investing in Innovation
2024-09-30

Certified Compliance Officer - Foundation Compliance Policy
2024-09-30

Certificate for Family Office Practitioner - Family Office Management and Operations
2024-10-01 - 2024-10-02

Certificate for Family Office Practitioner - Managing Family Dynamics
2024-10-04

Certificate in Introduction to ESG Advisory
2024-10-08

Certified Compliance Officer - Foundation Regulatory Compliance
2024-10-09

Certificate in Long-Term Investing
2024-10-09

Priority & Retail Banking Certified Adviser (PRCA) Level 2 - Wealth Advisory (Financial and Investment Planning)
2024-10-10

Priority & Retail Banking Certified Adviser (PRCA) Level 2 - Client Advisory (Relationship Management)
2024-10-11

Certificate in Introduction to Climate Change and Decarbonisation Strategies
2024-10-11

Certified Private Banker (CPB) Level 2 - Certificate in Introduction to Climate Change and Decarbonisation Strategies
2024-10-11

Certified Private Banker (CPB) Level 1 - Certificate in Introduction to Climate Change and Decarbonisation Strategies
2024-10-11

Advanced Certificate in Trust Services
2024-10-11 - 2024-10-22

Priority & Retail Banking Certified Adviser (PRCA) Level 3 - Growing Your Business
2024-10-21 - 2024-10-22

Certificate in Philanthropy and Social Impact
2024-10-21 - 2024-10-22

Seeking Asia's Social Unicorns
2024-10-22 18:00 - 19:30 (Asia/Singapore) | Wealth Management Institute, One Marina Boulevard #16-01, 018989, Singapore
Speaker

Certificate for Family Office Advisors – Foundation
2024-10-23 - 2024-10-25

Advanced Certificate in Philanthropy and Social Impact
2024-10-23 - 2024-10-25

Certificate for Family Office Practitioner - Legacy and Impact for the Family
2024-10-24

Certificate in International Tax Considerations for Families of Wealth
2024-10-29 - 2024-10-30

Global-Asia Family Office Circle Thought Leadership
2024-11-01 16:00 - 20:00
This is an annual forum organised specially for the Global-Asia Family Office Circle members. This session, we will see a thought leader to share more about their expertise, insights and experience. This would be invaluable opportunity for you to gain a deeper understanding of emerging trends and network with industry leaders and fellow GFO Circle members. Attend this forumto acquire knowledge, cultivate connections and empower yourself!

Stay tuned for more updates on this forum.

Get in touch with our GFO Circle Team for event enquiries

Certificate for Family Office Practitioner - Family Office Investments
2024-11-04

Certificate in Multi-Asset Investing
2024-11-06 - 2024-11-08

Certificate for Family Office Practitioner - Succession and Wealth Transfer
2024-11-12

Certified Compliance Officer - Foundation Compliance Analytics
2024-11-15

Tech Investment Opportunities for Family Offices
2025-04-01 17:00 - 19:00 | Wealth Management Institute, One Marina Boulevard #16-01, 018989, Singapore
This session delves into the intricacies of serving family offices of multiple generations and developing the governance structures for long-term success. Discover the nuanced approaches needed to meet the different needs, expectations and aspirations of different generations within a family office. Hear from peers who have engaged deeply with families and learn about why certain governance structures work – and why others fail.

Key to this approach is understanding the unique dynamics of each family office, including their values, aspirations, and complexities. Learn how to empower families to navigate governance challenges, ensuring stability and success for future generations. This journey uncovers the dynamics of good family governance, multi-generational investments, and the pivotal role of advisors and family offices in shaping the family office’s path.

Get in touch with our GFO Circle Team for event enquiries
