Description

This course on “Wealth Governance” by Dr. Marcel Megerle from FUTUN: FamilienUnternehmerTUN is aimed at family entrepreneurs who want to secure and sustainably increase their family’s wealth in the long term. The course teaches the basics of successful wealth governance and shows how a common wealth culture can be developed that meets the needs of all family members. Participants learn how to effectively implement governance structures in family wealth in order to promote family cohesion and secure long-term financial independence.

A central topic is the role of the family office as an institution for the professional management of assets and for strategic advice. The course explains how the family office acts as a central point of contact for the management of family wealth and what role it plays in the long-term wealth strategy. Another focus is on the practical implementation of a wealth culture in effective wealth governance in order to maintain and increase the value of family wealth over generations.

Learning objectives:

• Understanding the fundamentals and principles of asset governance

• Development of a common wealth culture within the family

• Implementation of governance structures for the long-term safeguarding of family assets

• Integration of family offices as an institution for the management of family assets

• Development of a sustainable wealth strategy that strengthens family cohesion and secures financial independence

• Practical approaches to the successful implementation of wealth governance in a family context

The course is ideal for family entrepreneurs who are looking for practical and sustainable solutions to preserve and grow their wealth over generations.