Day 1 – Private Finance Essentials

• Part 1: Fundamentals of bespoke financial planning.

• Part 2: Liquidity, credit solutions, and cash flow planning.

• Part 3: Tax considerations for HNW individuals.

• Part 4: Practice – preparing a private finance plan.

Day 2 – HNW Services (Intermediate)

• Part 1: Private banking structures and service models.

• Part 2: Cross-border wealth planning (residency, offshore solutions).

• Part 3: Luxury assets and alternative investments.

• Part 4: Practice – structuring cross-border financial solutions.

Day 3 – Advanced HNW Strategies

• Part 1: Succession planning and inheritance strategies.

• Part 2: Establishing trusts and foundations.

• Part 3: Risk, compliance, legal frameworks, and reporting for HNW portfolios.

• Part 4: Practice – designing a trust for intergenerational wealth.

Day 4 – Future of HNW & Private Finance

• Part 1: Digital wealth platforms and fintech in private banking.

• Part 2: Crypto and digital assets for HNW clients.

• Part 3: Anticipating global HNW trends and opportunities.

• Part 4: Practice – scenario modelling of HNW growth planning.