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  1. Próximas actividades

    Miami - Private Wealth Management Program LATAM
    June 20, 21, and 22, 2018
    20-06-2018

     

    Participants will expand their network, hearing from peers on best practices within the industry. They’ll also gain technical expertise in key investment and financial performance tools, such as manager evaluation, asset allocation, estate planning and a holistic view of a family’s assets (total balance sheet) beyond just the financial or investment side. Equally important, participants will learn how to enhance their power and influence, and their communication skills, to be more effective when engaging with wealth onwers and clients. 

    Who Attends This Program

    • Private Investors and High Net Worth Families and Individuals
    • Family Office Managers
    • Wealth Advisors, Financial Advisor, Financial Broker, Financial Planner, Financial Consultant
    • Investment Advisor, Investment Broker
    • Family Office Managers
    • Private Client Advisor
    • CIOs
    • Portfolio Managers
    • Investments Managers

     

    Para mais informações ou inscrições por favor contacte:

    Secretária Geral: Dra. Marina de Sá Borges - marina.sa.borges@empresasfamiliares.pt
    Project Manager : Dra. Luisa Fezas Vital - luisa.fezasvital@empresasfamiliares@pt 
    Tel:+351 213 466 088
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