Swiss Certified Wealth Planner (International)TM
Module B: Family Enterprise Wealth Management & Family Office Services

 
Lecturer
 
 Dr. Markus Braun

Senior Lecturer for International Management and M&A at ZHAW School of Management and Law

Markus Braun has been lecturing about Family Office, Family Succession Planning and Wealth Management in Switzerland and China since 2013. Prior to that, he was Head of Corporate Office/Family Office at Diethelm Keller Holding AG in Zurich (Switzerland) from 2004 until 2013. Prior to that, he held the position of Group CFO and Deputy CEO of Nuance Group in Zurich (Switzerland), and various national and international financial positions at Novartis/Ciba-Geigy in Switzerland, Singapore and USA. Markus studied business administration at the University of St. Gallen and economics at the University of Basel, Switzerland.
 
 
Outcome
 
As an outcome, participants will be able to

• design their own business case in the area of family enterprise wealth management and family office services

• respond to the needs of their clients for wealth management in regard to their family, their company, and their private assets

• develop and offer wealth management and family office solutions on a global scale

 
Curriculum Content（4 Days）
 
The Industry View: Family Offices in China and in Europe

• Market environment and regulatory framework

• Definitions and distinctions – Learning from each other in China and in Europe

• Market appearance, value propositions, offering

 
The Client View (part 1)

• Mission and objectives of the Client

• Client needs and their ascertainment

• Serving clients

• Family governance

 
The Client View (part 2)

• Successions arrangements/transfer of family companies

• Pillar one: Entrepreneur’s personal framework/legal framework

• Pillar two: owner strategy

• Pillar three: company strategy

 
The Provider View

• Guest lecture by a Service Provider