About this course
Course Overview
Since high-net-worth (HNW) families often hold complex, globally diversified assets—ranging from operating businesses and investment portfolios to real estate and private investments—they face a broad spectrum of financial, geopolitical, legal, and personal risks. Protecting wealth across generations therefore requires far more than traditional portfolio management; it demands a holistic approach that integrates investment resilience, legal structuring, jurisdictional diversification, insurance, and strategic planning for uncertainty.
Today, we are witnessing an increasingly volatile global landscape characterized by shifting tax regimes, geopolitical tensions, regulatory change, and financial market instability. Events such as the 2008 Financial Crisis have demonstrated how quickly systemic shocks can affect both financial markets and family wealth structures. At the same time, the growing mobility of capital and people—combined with evolving opportunities in jurisdictions such as Singapore, Switzerland, and United Arab Emirates—means that families are increasingly seeking cross-border solutions to protect and diversify their assets.
By enrolling in this course, you will develop a profound understanding of how to assess and mitigate the multi-layered risks faced by global families. Participants will learn how to design integrated wealth protection strategies incorporating portfolio de-risking, insurance solutions, fiduciary structures such as Trust and Foundation, jurisdictional and residency planning, and geographic diversification of assets and homes. The course will equip client-facing professionals with practical frameworks to help families build resilient financial structures capable of safeguarding wealth, preserving mobility, and protecting legacy in an uncertain world.
METHODOLOGY
The programme spans three days, featuring highly interactive sessions that actively encourage participants’ engagement. A variety of learning methods will be employed, including exercises, simulations, case studies, brief group projects, and role-plays.
PREREQUISITES
Participants should possess a basic understanding of investments, along with a general awareness of financial markets, wealth management concepts, and the services typically offered by private banks or family offices.
A good level of spoken and written English is required to attend this course. Delegates should be of an intermediate standard in English at a minimum. Please refer to the Common European Framework of Reference for Languages - as a guide the level required is B2.
Who Should Attend?
This course will be of most value to:
- Family Office Advisers and teams
- Relationship managers (Private Banking)
- Wealth Managers (client fronting)
- Financial Advisors
- Public Sector Managers tackling Family Wealth Management
- Project Consultants
- Insurance Advisers and Brokers
- Succession and Governance advisers
- Department Heads
- Anyone involved with a financial institution’s strategy.
What you will learn
Learning Objectives
By the end of this programme, participants will be able to:
- Identify and assess the key risks facing globally mobile high-net-worth families, including financial market volatility, geopolitical developments, jurisdictional exposure, and systemic shocks
- Design integrated wealth protection strategies that combine portfolio resilience, insurance solutions, fiduciary structures, and geographic diversification to safeguard client wealth across generations.
- Explain the role and mechanics of fiduciary and governance structures, including the use of Trust and Foundation arrangements in supporting succession planning, asset protection, and long-term family governance.
- Evaluate portfolio and balance sheet risks and implement de-risking strategies, including diversification across asset classes, jurisdictions, and currencies, as well as the use of hedging and capital preservation techniques.
- Advise clients on global diversification and mobility strategies, including the strategic use of residency, tax domicile planning, and asset placement in leading financial centres such as Singapore, Switzerland, and United Arab Emirates to enhance long-term security and resilience.