WMI

Generational Bridges: Connecting Through Family Governance
2025-05-07 17:00 - 19:00 (Asia/Singapore)
This session delves into the intricacies of serving family offices of multiple generations and developing the governance structures for long-term success. Discover the nuanced approaches needed to meet the different needs, expectations and aspirations of different generations within a family office. Hear from peers who have engaged deeply with families and learn about why certain governance structures work – and why others fail.

Key to this approach is understanding the unique dynamics of each family office, including their values, aspirations, and complexities. Learn how to empower families to navigate governance challenges, ensuring stability and success for future generations. This journey uncovers the dynamics of good family governance, multi-generational investments, and the pivotal role of advisors and family offices in shaping the family office’s path.

Certificate in Digital Assets Investment Strategies and Risks
2025-02-20

Certified Compliance Officer - Foundation Compliance Analytics
2024-11-15

Certificate for Family Office Practitioner - Succession and Wealth Transfer
2024-11-12

Certificate in Multi-Asset Investing
2024-11-06 - 2024-11-08

Certificate for Family Office Practitioner - Family Office Investments
2024-11-04

Certificate in International Tax Considerations for Families of Wealth
2024-10-29 - 2024-10-30

Certificate for Family Office Practitioner - Legacy and Impact for the Family
2024-10-24

Advanced Certificate in Philanthropy and Social Impact
2024-10-23 - 2024-10-25

Certificate for Family Office Advisors – Foundation
2024-10-23 - 2024-10-25

Seeking Asia's Social Unicorns
2024-10-22 18:00 - 19:30 | Wealth Management Institute, One Marina Boulevard #16-01, 018989, Singapore
Speaker

Certificate in Philanthropy and Social Impact
2024-10-21 - 2024-10-22

Priority & Retail Banking Certified Adviser (PRCA) Level 3 - Growing Your Business
2024-10-21 - 2024-10-22

Advanced Certificate in Trust Services
2024-10-11 - 2024-10-22

Certified Private Banker (CPB) Level 1 - Certificate in Introduction to Climate Change and Decarbonisation Strategies
2024-10-11

Certified Private Banker (CPB) Level 2 - Certificate in Introduction to Climate Change and Decarbonisation Strategies
2024-10-11

Certificate in Introduction to Climate Change and Decarbonisation Strategies
2024-10-11

Priority & Retail Banking Certified Adviser (PRCA) Level 2 - Client Advisory (Relationship Management)
2024-10-11

Priority & Retail Banking Certified Adviser (PRCA) Level 2 - Wealth Advisory (Financial and Investment Planning)
2024-10-10

Certificate in Long-Term Investing
2024-10-09

Certified Compliance Officer - Foundation Regulatory Compliance
2024-10-09

Certificate in Introduction to ESG Advisory
2024-10-08

Certificate for Family Office Practitioner - Managing Family Dynamics
2024-10-04

Certificate for Family Office Practitioner - Family Office Management and Operations
2024-10-01 - 2024-10-02

Certified Compliance Officer - Foundation Compliance Policy
2024-09-30

Certificate in Investing in Innovation
2024-09-30

Compliance Module - Compliance Strategy, Policy and Advice
2024-09-26 - 2024-09-27

Priority & Retail Banking Certified Adviser (PRCA) Level 2 - Wealth Advisory (Client Investment Suitability and Product Solutions)
2024-09-25 - 2024-09-30

Certified Compliance Officer - Foundation Compliance – Risks, Ethics and Culture
2024-09-25

Priority & Retail Banking Certified Adviser (PRCA) Level 2 - Client Advisory (Sales Strategy)
2024-09-24 - 2024-09-30
