PWFO November 2024 Newsletter
Private Wealth & Family Office (PWFO) - Swiss Certified
Welcome to The Private Wealth & Family Office Association (PWFO) – Swiss Certified (Formerly Private Wealth Accountants)
Welcome to the November newsletter, with details on our next webinar!
To join us, simply click the link below on the day of the event:
Meeting ID: 819 1405 0485
Passcode: 429315
PWFO is a members-benefit, designation-granting Association for Finance Professionals serving Families and Private Clients. One of the benefits it provides to members is assembling Thought Leaders with expertise in a specific domain of financial services. They publish articles to offer PWFO members guidance and insight in their field of expertise.
In case you missed our?October posts, here's a recap:?
?
?
Many people believe that wealth is an elusive goal, attainable only by a select few. However, this could not be further from the truth. Wealth is within everyone's reach...
?
?
The journey to becoming the Finance Director of a private bank safeguarding $20 billion in AUM is a testament to the power of perseverance and expertise...