Swiss Family Wealth Management & Family Office Service I Is Completed

The Swiss Family Enterprise Wealth Management & Family Office Service I course was held from March 7 to March 10, during which teachers and students had exchanged extensively.

Since the reform and opening to the outside world, China's high-net-worth individuals have continued creating wealth through hard work. Nowadays, the first generation of entrepreneurs have entered the wealth and inheritance planning period, and the problem of family wealth management and inheritance is becoming more and more prominent. As they hand over their businesses and fortune to successors, they are worried that the family businesses and wealth will wither and fall one day.

Since 2016, with the rapid development of China's economy and the remarkable expansion of China's high net worth population, many banks and wealth management companies have set up family offices. Many family office service providers have been established with totally different standards. Switzerland's family wealth management and family office services are recognized as the world's leading financial centre for managing cross-border assets.

The Family Wealth Management & Family Office Service course was lectured by Dr. Markus Braun, Senior Lecturer in International Management and Acquisition, School of Management and Law, Zurich University of Applied Sciences. From 2004 to 2013, Dr. Markus Braun served as the head of the family office in Diethelm Keller Holding AG, Zurich, Switzerland. In 2013, he began to study family succession plans and wealth management in Switzerland and China. Before 2004, he also served as Chief Financial Officer of the group and Deputy Chief Executive Officer of the Nuance Group in Zurich, Switzerland, and as a senior financial manager at the national and international levels in Novartis/Ciba-Geigy in Switzerland, Singapore and the United States.

Mr. Simon Tilberis has focused on Asian ultra-high net worth individuals and single-family offices, He was in charge of professional product distribution in the Asia-Pacific region and served as Asia-Pacific operational officer for the Global Family Office Programme, providing a corporate integrated banking solution for Asia's outstanding family offices.

Our Family Wealth Management & Family Office Services course provides a comprehensive introduction to the origin, development, status quo of family wealth management and family office services in Switzerland, and a combination of theoretical basis and successful case analysis. It also provides solutions of family business and assets allocation, education of children and marriage for Chinese customers. What exactly is a family office? What are the functions and advantages of family offices? How to use Swiss mature management model? Is there a better way to coincident with our traditional Eastern wealth management ideas?