7
Oct
-
Dates Pending
04
Dec
2024

Establishing a Family Office in Cyprus: Building, managing and sustaining wealth

FROM
320
1120
15 CPD Points
Duration:
66
HOURS
Language:
English
Kyriacos Kourtellos
Apply now
description

COURSE DESCRIPTION

Our introductory course on Establishing a Family Office in Cyprus is designed for both newcomers and seasoned professionals in the family office industry.

This programme provides a comprehensive exploration of family office models, operational strategies, and compliance issues. Through interactive modules, case studies, and real-world simulations, participants will learn to navigate the complexities of wealth management for high-net-worth families. This course prepares participants to establish and manage a family office tailored to the unique needs and goals of their clients.

Learn from industry experts and engage in practical exercises that offer real-world insights into the family office sector. Gain a thorough understanding of the various models and operational strategies, ensuring you are well-equipped to manage the intricate details of family wealth.

  • Stay ahead with the latest trends and best practices in family office management.
  • Develop a comprehensive understanding of the unique challenges and opportunities within the family office industry in Cyprus.
  • Learn about the legal, economic, and cultural contexts that are essential for setting up and managing family offices effectively.

This course is ideal for professionals already working within a family office, lawyers, legal counsel, advocates, accountants, and auditors involved in wealth management.

  • Join us to master the intricacies of establishing and managing a family office in Cyprus, ensuring you provide comprehensive, tailored solutions to high-net-worth families.
  • Gain a certificate accredited by the Human Resource and Development Agency of Cyprus to prove your competency and knowledge to prospective employers or clients in this highly sought after industry.

Why this course?

The family office industry often suffers from a lack of clear definition and standardization, which can lead to inconsistencies in practice and understanding. This ambiguity makes it difficult for professionals to ensure they are fully informed about the best practices and nuances of managing family wealth. A structured course offers a way to standardize knowledge and practices, providing clarity and a solid foundation for those entering or working within the industry.

Until now, Cyprus has not had a dedicated course addressing the specific needs and characteristics of the family office industry within its borders. Most existing training programs are international in scope, which can overlook the specific legal, economic, and cultural context of Cyprus. Employers and professionals in the region have expressed a need for a localized training program that addresses the specifics of setting up and managing family offices in Cyprus, ensuring relevance and direct applicability of the knowledge imparted.

The family office sector is experiencing significant growth, both globally and in Cyprus. This growth is driven by an increase in the number of affluent families seeking sophisticated ways to manage their wealth, including investments, succession planning, and legal compliance. The expanding market creates a demand for well-trained professionals who can competently handle the complex needs of these families.

There has been a clear call from employers within the industry for comprehensive training that covers all areas of family office management. They prefer a cohesive and holistic training course over piecemeal or ad-hoc training sessions, which often result in gaps in knowledge and skills. Employers need employees who can offer holistic solutions—crucial in this industry where understanding the interconnections between various aspects of wealth management is key to delivering value to high-net-worth clients.

The nature of family offices demands a broad range of skills and an understanding of how different aspects of the family’s needs integrate to form a comprehensive management strategy. Training in this area allows participants to develop a holistic approach to their services, aligning with the industry's inherent need to provide comprehensive, tailored solutions to clients. This approach not only enhances the effectiveness of the family office’s function but also increases the satisfaction and trust of clients, ensuring their long-term engagement.

 

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course details

Methodology

Live sessions - online via Zoom

Interactive lecture with PowerPoint presentation

Case study and analysis and group discussion

Practical exercises to apply legal concepts in real-world scenarios

Q&A sessions for in-depth understanding

Funding

This seminar is funded by the HRDA.

Our training center offers special prices for individuals who are not eligible for funding and the opportunity to pay the course fee in manageable installments.

Unemployed participants are eligible for HRDA funding provided they meet certain requirements. For more information, please contact us at 24 655510.

Admission Requirements

No pre-existing knowledge or qualifications are required for this course.

Who is this aimed at

  • Professionals already working within a family office in Cyprus, to be eligible employees of family offices must have more than an administrative role.
  • Lawyers/legal council and advocates
  • Accountants and auditors who manage wealth in the family office setting.

Certificate Awarded

A Training Certificate will be awarded to those participants who will successfully complete the training.

Coming Soon

More details about this course will be uploaded soon.

INSTRUCTOR

MEET YOUR INSTRUCTOR

Kyriacos Kourtellos

Kyriacos is an Advocate at K. A. Kourtellos & Co LLC. Prior to founding his firm, Kyriacos trained at a leading Litigation practice and held positions in the Corporate, Commercial and Energy departments of top-tier and Big 4 law firms. He has close to 15 years of experience in high-value business structuring, project development and transactional work.

MORE ABOUT INSTRUCTOR
COLLABORATORS

ADDITIONAL INSTRUCTORs

Androulla Poutziouris
CEO, Founder, Trainer, Lecturer
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frequently asked
questions

QUESTION 01

Do I need to be registered on the ERMIS Portal?

Yes, if you are registering for a course that is HRDA accredited, all participants (either receiving funding or not) will have to access and register as natural persons on the ERMIS Portal. If you are receiving funding and you are being registered for continuous professional/vocational training by your employer, your employer should also be registered with the ERMIS platform as a legal person. Contact us if you have any difficulty registering as a natural person or a legal person.

QUESTION 02

Will I receive a certificate at the end of the training?

Yes, you will receive a Certificate of Attendance from ELTRC or the relevant awarding body.

QUESTION 03

Do you have terms and conditions for seminar attendance?

Yes. You may find our terms and conditions here.

QUESTION 04

Will I receive the notes for the lesson and have access to recordings?

Yes, you will be given the course materials through an online platform and you will be allowed to download and keep the course materials and specimens for certain courses. Recordings will also be available in the drive for three months.

testimonials

testimonials for this course

The following testimonials are from other professionalis who have attended this course.

No testimonials available for this course at this time.

frequently asked
questions

What is HRDA funding?

Do I need to be registered on the ERMIS Portal?

I am a trainee lawyer - am I funded?

What is Ermis?

How can I access course materials and resources?

Can I download course notes and materials?

Do you only have seminars for lawyers?

Do you offer any discounts?

Can I review course recordings after the session?

Will I receive a certificate at the end of the training?

I am unemployed - Can I join this seminar?

When is my registration complete?

How does course funding work?

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options for all professionals

HRDA

07
Oct
-
Dates Pending
04
Dec
2024
1600
320

Establishing a Family Office in Cyprus: Building, managing and sustaining wealth

15 CPD Points
Duration:
66
HOURS
Language:
English
Kyriacos Kourtellos
apply NOW
Thank you! Your submission has been received!
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INDIVIDUAL

07
Oct
Dates Pending
-
04
Dec
2024
1600
1120
+VAT

Establishing a Family Office in Cyprus: Building, managing and sustaining wealth

15 CPD Points
Duration:
66
HOURS
Language:
English
Kyriacos Kourtellos
APPLY NOW
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

TEAMS

07
Oct
-
04
Dec
Dates Pending
2024
CUSTOM

Establishing a Family Office in Cyprus: Building, managing and sustaining wealth

15 CPD Points
Duration:
66
HOURS
Language:
English
Kyriacos Kourtellos
CONTACT US
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