Private Client Adviser
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client and family wealth
advisers
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Network Partners
Event Schedule
Family Wealth Advisor
Melbourne Monday 2nd Apr 12 – Tuesday 3rd Apr 12
Sydney Wednesday 4th Apr 12 – Thursday 5th Apr 12
This training program tackles the core competencies and concepts needed to be an effective advisor to families of wealth. Designed for professional financial and business advisors who work closely with UHNW family groups, and family enterprises.
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Private Investment Forum
Sydney Tuesday 20th Mar 12
Melbourne Friday 23rd Mar 12
This one day forum focuses on the risks and opportunities that the private investor faces in this volatile marketplace. Topics such as distressed opportunities, tail risk hedging, and micro investing will be discussed by our lively presenters.
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