Certificate in Family Wealth & Philanthropy
-- ViewingNowThe Certificate in Family Wealth & Philanthropy is a comprehensive course that provides learners with the essential skills needed to excel in the field of wealth management and philanthropy. This course focuses on the unique challenges and opportunities faced by families with significant wealth, and covers topics such as estate planning, charitable giving, and family governance.
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⢠Family Wealth Management
⢠Understanding Family Dynamics in Wealth Management
⢠Principles of Philanthropy and Their Role in Family Wealth
⢠Legal and Regulatory Framework of Family Wealth & Philanthropy
⢠Financial Planning for Wealth Preservation
⢠Estate and Tax Planning Strategies for Family Wealth
⢠Wealth Transfer and Succession Planning
⢠Impact Investing and Socially Responsible Investing
⢠Family Governance and Family Office Management
⢠Case Studies in Family Wealth & Philanthropy
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