Julius Baer has launched a family wealth planning certificate programme for its ultra-high net worth and next generation clients across the Asia Pacific region.
It will offer clients an insight into family wealth planning.
The programme aims to equip its clients in Asia with the skills necessary to better navigate cross-generational transitions and includes training on topics such as understanding and navigating family dynamics, the importance of building trust among family members, why family governance is critical, how to build high performance teams, and succession planning.
It is an extension of the RSM Family Office Institute, and successful participants will graduate with a certificate of completion from Cornell University’s SC Johnson College of Business Smith Family Business Initiative and Julius Baer.
Commencing in April 2023 with an expected completion in January 2024, the Family Wealth Planning Certificate will see participants complete 14 online modules.
Eleanor Yuen, head of wealth and tax planning for Asia at Julius Baer, said: “At Julius Baer, we believe in the power of preparing our clients for success in managing their family enterprises and wealth. During our numerous interactions with our clients, we found that they have a deep desire to go through a more rigorous training programme tailored to their wealth transfer needs in addition to some of the existing short-term programmes that are common in the industry today.
“Through our partnership with RSM Hong Kong and Cornell University, we are excited to offer our clients a unique programme that provides methodical and independent insights, empowering successors with the knowledge, experience, and resilience needed to navigate both business operations and family affairs.
“Our goal is to inspire confidence in our clients’ succession planning and support their long-term goals by imparting a holistic view on the wealth planning space. Through this course, we aim to offer our clients a valuable journey towards long-term success.”
