Events, Courses & Seminars

Family Offices and Private Trust Companies - What risks should be on your radar?

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Location: Upper Hall, Loch Promenade Church, Douglas.

This course is taught by Jo French and is with coffee, sandwiches and registration from 11.30 am. The course covers:

- What is a family office

- Who uses a family office

- The challenges facing family offices

- Practical advice for managing risk

- Handling CDD/EDD sensitively

- AML Risk – case study

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